Webinar Training

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On-Demand Training

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The Manager SE series will walk you through the most important basics of using the invoicing software.

 

  • Invoicing
  • Online Parts Ordering
  • Recommendations
  • Revisions
  • Canned Jobs
  • Canned Jobs w/Parts Kits
  • Charge Accounts
  • Text Messaging
  • Work Completed Date(s)
  • Connecting Parts Suppliers
  • Getting Started w/ Scheduling
  • End of Day Reports

 

The Prodemand series will show you how to look up the most asked questions. In addition, you’ll learn more about sections of Prodemand you likely haven’t used before.

 

  • Prodemand Walk Through
  • Quick Ribbon
  • Sure Track
  • Estimating
  • Maintenance
  • Top 10 Lists
  • Wiring Diagrams

 

Get the most out of your customer data in this series. In addition, you’ll have access to all my monthly training video webinars. This series will offer advanced training for Mitchell1 & Bolt On customers, as well as videos for using your computer in general.

 

  • Tracking Referrals
  • Exporting Recommendations
  • Exporting Referrals
  • Basics of Excel
  • Sorting Recommendations In Excel
  • Creating and Sending Emails Using Your Data
  • Getting Ready To Send Emails
  • Creating a New Gmail Email Account
  • ALL Monthly Training Video Recordings
  • And More to Come
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