Onboarding - Office Training 2

To prepare for the next training session face to face/virtually, please watch and read this information. 

Videos to watch

  • Using the scheduler video here and how to send upcoming notifications here
  • Customer portal video here. More on this here and here
  • Service quoting article here
  • Billing Contracts video here
  • All about rounds here
  • Default technicians and geo-allocator video here
  • Major servicing article here

If you missed it last time, make sure to check out this video on defect quoting video here

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