Today, you'll revisit FieldPulse Projects. From there, you'll move forward with the workflow, learning how to add an Install service to a Project, handle the PO Process, Invoicing, and more. You'll dive into the Related Projects feature and how it ties everything together for users in the field on mobile. You'll also explore alternative workflows for phone quotes and will calls.
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 Friday's session.
Resources
For additional resources, click here.