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Tracking Inventory
A tutorial of how to track inventory on ActionFlow. Table of Contents Intro (0:00) Using the Gridview to track inventory (0:08) Saving views (0:54) Nonserialized quantities (1:21) Inventory Snapshot report (1:57) Upcoming Jobs with Inventory Data ...
Duplicate and Move Jobs
Duplicate a Job and move it to a new Customer with a click. This is especially helpful for builder scenarios where Jobs are copied from a Master record to a record with actual Jobs.
Phasing Jobs in ActionFlow
There are multiple ways to phase jobs in ActionFlow depending on if you use the Quickbooks integration. Talk to your account manager about the best way to manage commercial jobs! Table of Contents Phasing Jobs by Creating a New Job (0:00) Creating a ...
Issue Tracking in ActionFlow
To learn how to use this feature, visit: https://support.actionflow.net/portal/en/kb/articles/howtoissuestracking We highly recommend working with your account manager to set up this tool so please reach out if you are interested!
Non-Serialized Inventory
Use ActionFlow to track non-serialized (NS) inventory: inventory items that do not have a unique ID (ie. caulk, brackets, polishing pads, sinks, etc.) The videos below will describe how to track and use NS inventory, use the NS inventory reports, ...