Important to do. You must set your company name or your employees will receive an error when they try to sell their product and create a sales order.
How to create your free account
Creating an admin account or company owner account.
Admin dashboard intro.
Introduction to the admin dashboard.
Creating and adding employees to your company’s dashboard.
Creating first team - How to create your first team when you login to your admin dashboard for the first time.
Adding a manager and team members to the team you created.
Creating first products and adding them to the system - Creating and adding first products.
Adding documents - How to add documents and share them with specific teams.
Teams Menu - How to navigate and use functions within the teams menu area.
Sales Menu - How to view team sales in the sales menu within the team menu.
Team Manager Dashboard and it’s features
Video on how to use all of the features when you login to the manager dashboard.
Employee Dashboard and it’s features
Video on how to use of the features when you login as an employee.
Tasks Feature and how to use it with mapping
This video covers the tasks feature, how to create tasks, assign to employees, as company owner and how the employee would use the feature to get work done.
Live Tracking
How to enable live tracking on the maps.
Tasks example as distribution company
How to use our app, the tasks feature and maps, if you are a distribution company.
Tasks example as install company
How to use our app, the tasks feature and maps, if you are an installer company of any type ( Windows installers, flooring installers, garage door installers, etc).
Tasks example as courier / delivery company
How to use our app, the tasks feature and maps, if you are a courier or delivery company.