Training Videos
Learn Essential with video walkthroughs for admin setup, the back office, and the technician app. Watch the four back-office videos in order for an introduction, or choose the topic you need. You can watch each video here or open it in Loom.
Admin Setup
Essential admin setup and settings guide
Tour personal settings, business setup, user roles, email sending, and configuration options for scheduling, quotes, invoices, and customer-facing forms.
Back Office
1. Login, navigation, customers, properties, and contacts
Learn how to sign in, navigate Essential, and organize customer records, properties, and contact roles.
2. Asset groups, recurring services, and automations
See how asset groups, recurring service due dates, automated outreach, and internal tasks work together.
3. Scheduling, jobs versus visits
Learn the difference between jobs and visits, and see how to schedule technician work.
4. Invoicing, quoting, and inspection reports
Follow back-office workflows for creating and managing invoices, preparing quotes, and editing inspection reports.
Technician App
Technician app walkthrough, inspections and clock out
Walk through reviewing scheduled visits, completing inspections, saving drafts, submitting reports, and clocking out.
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