Next up, you'll want to create all of your service templates. These will come in handy when you're ready to add jobs to your calendar quickly.
The reason why you want to spend time here is that you can combine the following parameters into unique service templates:
Job details.
Recurring frequency.
Invoice.
Estimates.
Materials used.
Tip: Services templates pull data from your items and materials, so you'll want to do those first if you haven't already.
We have the following resources available that can help you or your new staff get up to speed.
We created a full onboarding page to help you get started.
We’ve embedded a “Tutorials” button in the upper right corner of all settings and add-on pages for easy access to relevant guides.
An expanded library of videos, FAQs, and knowledge base articles is also available on our Knowledge Base.
You can easily access this link under Help > Knowledge Base.
1:1 screen-share training is available. You can book unlimited sessions, with each session limited to 45 minutes.
We recommend watching the videos first and listing any questions or areas where you’re stuck. This will help us make the most of your training time.
Book a training session under Help > Book a Training Call
For any urgent questions or concerns, you can chat with our support team under Help > Chat with Support, or call us directly at 855-536-7470 during office hours.