Today, you'll be introduced to basic FieldPulse terminology and learn how to navigate the system. You'll explore Customer and Scheduling functions, starting with an Estimate Service. You'll go through all the steps to complete the Estimate Service, including Custom Fields, Custom Forms, Subtasks, and more. Once you've completed the Estimate Service, you'll get a brief introduction to Projects in FieldPulse.
Onboarding Training 12:00 PM – 1:00 PM CST
Video call link: https://meet.google.com/rzn-twan-onn
Click here to make a copy of and complete today's assignment. We will discuss it at the beginning of Wednesday's session.
Resources
For additional resources, click here.