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Previous webinars recordings

• Invoicing

  [Completed watch recording]
  Thursday 7 December, on the hour throughout the day 9am, 10am, 11am, 12pm, 1pm, 2pm, 3pm, 4pm and 5pm (AEDT)
  • Creating Invoices
  • Sending Invoices
  • Follow up on Invoices
  • Exporting Invoices and reports

• SWMS

  [Completed watch recording]
  Thursday 30 November, 11:00am (AEDT)
  • Create Custom Fields for Safe Work Method Statement
  • Associate them to job types
  • Reports to display the content of SWMS form

• GPS tracking

  [Completed watch recording]
  Thursday 23 November, 9:00am (AEDT)
  • Using GPS tracking
  • Setting up GPS tracking
  • View your techs on a map

• Invoicing and Quoting

  [Completed watch recording]
  Thursday 16 November, 9:00am
  • Creating Quotes and Invoices
  • Sending Quotes and Invoices
  • Follow up on Quotes
  • Exporting Invoices and reports

• Scheduling

  [Completed watch recording]
  Thursday 9 November, 9:00am and 8:30pm (AEDT)
  • Simple scheduling
  • Multiple technicians on a job
  • Reccuring jobs
  • Split jobs
  • Unscheduled job
  • Follow up feature
  • Technicians availability
  • Job types
  • Runsheets
  • Exporting Invoices and reports

• Messaging

  [Completed watch recording]
  Thursday 2 November, 9:30am and 8:30pm (AEDT)
  • Create Message templates for email and text messages
  • Send automatic reminder messages to customers and staff
  • Send triggered messages when the job status is changed

• Timesheet App

  [Completed watch recording]
  Thursday 26 October, 9am (AEDT)
  • How to use the new timesheet feature
  • Logging time in the filed using the Mobile App
  • Invoicing from the logged time
  • Timesheet reports and technician utilisation

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