Today, you'll begin by discussing technician workflows on the mobile app, including how to navigate the app, take notes, and capture photos. You will learn how the Related Projects feature allows you to access key information in the field. You'll also cover Custom Forms, notifications, comments, and more.
In the second half of the meeting, the focus will shift to Estimators on mobile. You'll focus specifically on how to create Estimates, use the Pricebook, manage Line Items, and explore ways to collect payment.
Onboarding Training 12:00 PM – 1:00 PM CST
Video call link: https://meet.google.com/rzn-twan-onn
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Resources
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