Tracking Jobs

A brief tutorial on how to track jobs in ActionFlow.

Table of Contents 
  • Intro (0:00)
  • Add a Customer (0:11)
    • Create Quote - Customer, Job, Area (0:17)
    • Create a Customer (0:25)
  • Add Basic & Contact Info (0:38)
  • Job View (1:30)
  • Create a Job (1:48)
  • Job IDs (2:24)
  • Job Site Contact Info (2:35)
  • Job Details (3:15)
  • Job Files (4:15)
  • Customer Files (4:40)
  • Create an Area (4:58)
  • Area ID (5:16)
  • Area Task Menu (5:26)
    • Area Reports (5:53)
  • Job Reports (6:07)
  • Assigned Roles (6:24)
  • Actions (6:50)