- Knowledge Base
- Basics
- General Basics
Tracking Jobs
Getting started in ActionFlow with creating customers and tracking jobs.
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)