Training Videos for Management

 
 

Creating a Client

If it is for a business, make sure you click the “use company name”.
When you are creating properties for commercial clients, the first address should be their office address if they have one. Then create properties for each of their sites.

The first line on the address should be a description of the location such as Startbucks - Millwoods or Southpointe Liquor Depot.

How to create a Quote

Quotes should be simple to read but also descriptive of what you are doing.


There are a few things that you need to do in each quote so that we are able to keep stats on where leads are coming from, how many we are landing, and who is managing them.

How convert to a job.

Once your quote has been approved, you can now convert it to a job.

There are many features that can be added here so make sure things are entered properly and add-ons are clicked appropriately.

Also, remember to close the job once the job is completed. You should do this when you have created your final invoice.


 
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How to create an invoice.

This video will show you how to close out a job which needs to be done by the manager once the final invoice has been sent.

Instructions on how to create an invoice and collect payment.

How to get paid

This video will show you what to do once you have completed a project and what to do once payment has been received.

You have two steps basically to do. Step 1. Fill out job cost, who managed the job and contractors to be paid. Step 2. Go to PE Paid page and enter in only the job number, everything else will be brought forward from the first page.

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If it is for a business, make sure you click the “use company name”.
When you are creating properties for commercial clients, the first address should be their office address if they have one. Then create properties for each of their sites.