Course curriculum

    1. Before beginning

    2. Introduction

    3. Home Dashboard

    4. Time to Practice

    5. Contacts Tab

    6. Time to Practice

    7. Boards

    8. Time to Practice

    9. Calendar

    10. Time to Practice

    11. Client Profiles

    12. Time to Practice

    13. Insights (Reports)

    14. Time to Practice

    15. Engage and Payments

    16. Time to Practice

    17. Search Bar

    18. Time to Practice

    19. Activity and Notifications Panels

    20. Time to Practice

    21. Account Settings

    22. Time to Practice

    23. Documents

    24. Time to Practice

    25. Customer Profile

    26. Time to Practice

    27. Workflow

    28. Time to Practice

    29. Contact Type

    30. Time to Practice

    31. Sales Rep/Lead Source/Description

    32. Time to Practice

    33. Work Type/Service Required/Roof Access

    34. Time to Practice

    35. Measurements

    36. Time to Practice

    37. Experiencing Issues

    38. Time to Practice

    39. Key Scheduling Information/Change Orders

    40. Time to Practice

    41. Customer Activity and Notes

    42. Time to Practice

    43. Tasks

    44. Time to Practice

    45. Documents Tab

    46. Time to Practice

    47. Financials Tab and Work Orders

    48. Time to Practice

    49. Inspection Forms

    50. Time to Practice

    51. Scheduling and Time Zones

    52. Time to Practice

    53. Creating Tasks

    54. Time to Practice

    55. Creating Non-Customer Tasks

    56. Time to Practice

    57. Best Practices

    58. Comprehension task

    1. Before beginning

    2. Introduction

    3. Inspector board

    4. Time to Practice

    5. Customer Service board

    6. Time to Practice

    7. Sales board

    8. Time to Practice

    9. Claims board

    10. Claims board part 2

    11. Time to Practice

    12. Production board

    13. Time to Practice

    14. Lost Sales & Rehash Boards

    15. Time to Practice

    16. Estimating and Proposal board

    17. Time to Practice

    18. Roofing Consultant board

    19. Time to Practice

    20. BIDS board

    21. Time to Practice

    22. Repairs board

    23. Time to Practice

    24. Comprehension task

    1. Before beginning

    2. Introduction

    3. Contact Type

    4. Time to Practice

    5. Work Type

    6. Time to Practice

    7. Logic Breakdown

    8. Time to Practice

    9. Understanding Statuses

    10. Time to Practice

    11. Potential Leads

    12. Time to Practice

    13. Logic Tree Summary

    14. Time to Practice

    15. Some Tips

    16. Time to Practice

    17. Service and Repair Leads

    18. Time to Practice

    19. Residential and Commercial Leads

    20. Time to Practice

    21. Claims Process

    22. Time to Practice

    23. Comprehension task

About this course

  • Free
  • 105 lessons
  • 2 hours of video content

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