Welcome
Welcome to ActionFlow. We are so glad you are here.
Navigating ActionFlow
This is a short tutorial of the main screen and a couple key features for accessing resources!
Table of Contents
- Main Tabs (0:00)
- Implementation Headquarters (0:18)
- Back and Forth Arrows (0:40)
- Customer Tab (0:48)
- Version # (0:56)
- Knowledge Base (1:05)
- Schedule a Meeting or Support Call(1:17)
- Facebook Q&A Group (1:26)
- Submit a Ticket (1:35)
- Helpful Resource: In App Videos (1:40)
- Overview of ActionFlow Tabs (1:55)
- Let's get started! (3:33)
Related Articles
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.) This section of articles covers how to track and use NS inventory, use the NS inventory reports, ...Tracking the Fabrication Workflow in ActionFlow
Fabrication Workflow Management - The Scheduler Miren este artículo de ayuda en espanol! <br><br> The Fabrication Tab Using ...Do Now List and Actions Training Guide
Find downloadable version at the bottom. Automated actions Automated actions are added for a job using the process automation engine. Administrators work with their account manager to define how actions flow from one action to the next. Here is an ...Confirming Inventory for Specific Jobs
Learn how to confirm inventory for a specific job, which could involve tagging existing slabs to a job or creating a new order. Downloadable guide (see bottom of the article). Step 1 - View the "Confirm Inventory" Action The Assigned User will get an ...Estimate Report Configurations Training Guide
Click the link below to download the Estimate Report Configurations Training Guide.