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  • Documents
    • Getting Started
    • Customer Portal
    • Calendar Management
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    • Task Manager
    • Forms
Help Help
Help
  • Home
  • Documents
    • Getting Started
    • Customer Portal
    • Calendar Management
    • Service Desk
    • Task Manager
    • Forms

New Project Guide

  • folder icon closed folder iconGetting Started
    • Adding Users
    • Company PDF
    • Opening Hours
    • Company Sites and Locations
    • Adding Project Modules
  • folder icon closed folder iconCustomers
    • Adding New
    • Parent and Child Customers
    • Finding Customers
    • Adding Customer Users
    • Adding Customer Sites
    • Current and Live Projects
    • Asset Management
  • folder icon closed folder iconProjects
    • Starting a new Poject
    • Adding Rooms / Locations to a Site Survey
    • Adding Products to a Site Survey
    • Adding Images
  • folder icon closed folder iconProducts
    • Adding New
    • Assigning Data Points
    • Testing Forms
    • CSV Upload
    • Adding a Product to a Project
  • folder icon closed folder iconProject Modules
    • Schedule
    • Chat
    • Version Control
    • Pages
  • folder icon closed folder iconSigning Off
    • From Quote to Installation
    • Signing off Products
    • From Installation to Sign Off
    • Signing Off a Project
    • Project Sign Off Sheet and CSV
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Updated on July 24, 2021

New Project Guide

  • folder icon closed folder iconGetting Started
    • Adding Users
    • Company PDF
    • Opening Hours
    • Company Sites and Locations
    • Adding Project Modules
  • folder icon closed folder iconCustomers
    • Adding New
    • Parent and Child Customers
    • Finding Customers
    • Adding Customer Users
    • Adding Customer Sites
    • Current and Live Projects
    • Asset Management
  • folder icon closed folder iconProjects
    • Starting a new Poject
    • Adding Rooms / Locations to a Site Survey
    • Adding Products to a Site Survey
    • Adding Images
  • folder icon closed folder iconProducts
    • Adding New
    • Assigning Data Points
    • Testing Forms
    • CSV Upload
    • Adding a Product to a Project
  • folder icon closed folder iconProject Modules
    • Schedule
    • Chat
    • Version Control
    • Pages
  • folder icon closed folder iconSigning Off
    • From Quote to Installation
    • Signing off Products
    • From Installation to Sign Off
    • Signing Off a Project
    • Project Sign Off Sheet and CSV

Customers

Author: admin 297 views

Articles

  • Adding New
  • Parent and Child Customers
  • Finding Customers
  • Adding Customer Users
  • Adding Customer Sites
  • Current and Live Projects
  • Asset Management
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