Table of Contents
- 0:02 Intro
- 0:17 Adding a customer
- 0:24 Option 1: Create Quote (Quote Wizard)
- 0:38 Option 2: Green + to add a customer
- 0:43 Entering customer and contact info
- 1:14 Customer View and Job View
- 1:33 Creating a Job
- 1:55 Job contact/site info
- 2:31 Job Details
- 3:22 Job files vs Customer files
- 3:59 Creating an Area
- 4:20 Area numbers and searching
- 4:33 Area task list
- 4:58 Actions overview
- 5:02 Assigned Roles
- 5:10 Actions