1. Click on Your Name
Find it at the top right side of your screen
2. Click on 'Schedule Setup'
Our complementary onboarding session can be divided on two, between our basic and advanced training. Your decision will depend on your needs and current knowledge of our system.
Important Note: If you are a new client and haven't met with anyone from DripJobs yet, you want to schedule a demo with our sales team before the basic onboarding.
The basic onboarding is designed exclusively for new DripJobs customers and will cover everything they need to know to start.
Complimentary Onboarding: https://calendly.com/d/cp2h-bw3-c72
3. Click on 'Schedule Refresher'
Feel free to use this link so you can solve current inquiries or set up any of our features. This training is supposed to cover only one feature. If you need to set up multiple features, the Account Setup Session is the right meeting for you.
Remember to check the time you'll be using here, as once time runs out, the meeting will close automatically. If you need to, schedule another refresher whenever you need it
This is the best way to set up a meeting with our support team, if you want this, please use the following link
Refresher Link: https://calendly.com/d/cyhs-5sr-2dj
4. Click on 'Schedule Advanced Training'
This would be the best link to start scheduling any of our dedicated setuo sessions: https://calendly.com/d/cwmh-bwq-r6w
5. Schedule the Account Setup Session
Account Set Up Session: https://calendly.com/dripjobs-customer-success/dripjobs-complimentary-onboarding-level-2-demo
The account setup session is recommended for clients that already had a basic onboarding; this session is what you schedule next so you get your account ready.
6. Schedule a Training with Our Experts
We offer these different options so you are able to go forward with our system. We offer Expert Sessions that cost $150.00 each. Our experts will guide you through the best possible options we manage so far as your experience with our system go beyond expectations. You will also find the demo options, for you to be on a explanatory session of what would be the tools for, but there won't be no setup process on demos.
These Are Our Experts:
Zapier
Juan will cover the Zapier training, including how to build and optimize connections and automations tailored to your business to help save time and streamline workflows.
Production Rates
David. A will lead the Production Rates training, walking you through the feature in detail and providing hands-on training to ensure you fully understand how to use it.
Production Rates Setup: https://calendly.com/david-arteaga-dripjobs/production-rate-estimating-training
Production Rates Demo: https://calendly.com/david-arteaga-dripjobs/production-rates-overview
Job Costing
David. C will be responsible for the Job Costing training, guiding you through the feature and showing you how to leverage it to its full potential.
Job Costing Setup: https://calendly.com/david-cerro-dripjobs/job-costing-training
Job Costing Demo: https://calendly.com/david-cerro-dripjobs/job-costing-overview
DEDICATED TRAINING FOR NEW USERS AND THEIR ROLES
Specialized Support Session: https://calendly.com/d/cxjq-4r9-q6j/specialized-support-session
Specialized Support Sessions are meant to train your new employees when you are already a DripJobs customer, i.e., you hired a new sales member, project manager, or accountant.