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Training Schedules
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Free Trial Start Here - Demonstration...
(1)
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All Users Start Here - Class #1 - Demonstration/Overview Mon thru Fri 11am to 1pm CST
Admin & Sales Training Schedule
(4)
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All Users - CLASS #3 - JOBTRACKER 101, Lead & Contracted Job Training Mon & Wed 10am to 12pm CST
All Users - CLASS #4 - JOBTRACKER Journal, Calendar & Activity Training Mon & Wed 1:00pm to 2:30pm CST
Office Only - CLASS #5 - JOBTRACKER Advanced Office, Work Flow & Quickbooks Sync Training Tues and Thurs 1pm to 3pm CST
Admin Training
(1)
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Admin Only - ePRO Setup - CLASS #2 - Client Config Training Mon thru Fri 10am to 12pm CST
News
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JOBTRACKER updates
(10)
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January 19, 2012 - Targets, EZ Links, All PO's & Invoices
January 8, 2012 - Lock Down Job Amounts
January 3, 2012 - Calendar Updates, Estimate Numbers & Journal Alerts
Announcements
(2)
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Welcome the new estimationPRO support portal!
Experience improved JOBTRACKER performance with Firefox or Google Chrome!
estimationPRO Updates
(1)
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Security Toggles Eliminated - estimationPRO vers 3.3.8 Update
Trade Talk
(1)
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EstimationPRO Smart Automation Technology - vs - Insurance Pricing
estimationPRO
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Frequently Asked Questions (FAQ)
(5)
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How to Install estimationPRO
Lock or Unlock Estimates in EstimationPRO
Computer Display Settings set to high will cause ePRO screen to hang up
Tips and Tricks
(0)
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How To
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Community Help
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Training Videos
(5)
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Chapter 3.1 – Company Information
Chapter 3.2 - User Information
1. Chapter 1 - Internet Connection
Insurance Claim Related Questions
(1)
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Is a insurance carrier required pay for ridge cap and starter?
JOBTRACKER
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Frequently Asked Questions (FAQ)
(6)
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Why don't I see Leads, Calls and Contracted JOBS in my HOME screen Dashlets ?
JOBTRACKER Calendar interface with alternative shared Google Calendars
How do you change the Account Name to First Name Last Name in Email Templates?
Tips & Tricks
(4)
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JOBTRACKER - MS Outlook Plugin
Tracking Referrals and Referred by data
Resizing Photos
How To
(10)
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Search For Contracted Job By Address
How to Import a Target List from a .CSV file
Using the Crew Calendar
Community Help
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Training Videos
(10)
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Photo Album
Lead Screen - Edit View
Lead Screen - Detail View
Setup Forms
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Setup New User / Deactivate User
(1)
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Setup User and Deactivate User Forms
Quick Books Setup
(2)
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Quick Books Signup Form (PDF)
Accounting Cloud Quick Books Signup