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Dashboards, Timesheets, Punch In, Punch Out, Jobs for the Day, Scheduler, Leads, Email Marketing and User Management

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By Stephen and 1 other2 authors26 articles

My Day

What is My Day/My Dashboard?

Where can I see timesheets for the whole company?

How does my employee punch in?

How does my employee punch out?

How do I override/customize the date/time in the punch clock?

How do my employees see their jobs for the day?

Leads List

What are "Leads"

How to create a New Lead (Text/Video)

How do I edit a lead

How to Convert a Lead

What is the difference between Quality and Priority? (Leads)

Leads - Verify for Duplicates

Customers List

Jobs List

How to search by order number?

Jobs/Order List - How to change Order Status using Bulk Actions

Recurring Orders

Recurring Orders List - Where can I see my recurring orders?

Calendar

Where do I find my calendar?

Exploring Your Calendar

Calendar Filters

My Calendar Settings

How to schedule an order from the calendar?

How to create a personal event or interaction in the calendar?

How to schedule an estimate or an order from the calendar?

Cart Templates

How can I manage cart templates once they are created?

How to create a cart template?

Pipeline Board

The Pipeline Board

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