Standard Training Path

Use this path for a first Essential training session. It follows the standard training agenda: login, navigation, customer data, asset groups, assets, and automations, scheduling, inspection reports and the technician app, then quotes and invoices.

Watch the Training Videos for back-office and technician app walkthroughs to accompany this path.

1. Login, navigation, and support

• First login, navigation, and support
• Roles and permissions: how access works

2. Customer data

• Create a customer
• Create a property
• Creating a contact
• Contact roles explained
• Timeline events and comments

3. Asset groups, assets, recurring services, and automations

• Asset groups and assets: terminology and screen labels
• How recurring service automation works (the full cycle)
• Set or change an asset group's automation (Automation Setup)
• Custom Task automation: an internal task instead of customer outreach
• What creates Recurring Services tasks

4. Scheduling

• Scheduling overview
• Create a new visit
• Work with the scheduling backlog
• Schedule technician time off
• Scheduling rules for past and active visits
• Customer notifications for scheduled visits

5. Inspection reports and mobile

• Sign in and navigate the mobile app
• See your visits in the mobile app
• Use On My Way, Clock In, and Clock Out
• Fill inspection reports on mobile
• Publish and email inspection reports from mobile
• Work offline and sync mobile changes
• Work a visit with multiple technicians on mobile

6. Quotes and invoices

• Create a quote
• Send a quote to a customer
• Quote outreach task folders and follow-up
• Create an invoice
• Connect Stripe for payments and automatic sales tax
• Connecting QuickBooks Online
• Connecting QuickBooks Desktop (Web Connector)