Get this course

2. Quick Start Training → Role-Based Training

Manager - Basic


Description
3 part course

Difficulty: Basic

Content
  • System Setup
  • Client Installer
  • Client Installer - Knowledge Check
  • Release Notes Available
  • Release Notes Available - Knowledge Check
  • Print Shop Logo on Work Order
  • Print Shop Logo on Work Order - Knowledge Check
  • Security Permissions
  • Security Permissions - Knowledge Check
  • Pricing Profiles
  • Pricing Profiles - Knowledge Check
  • How to Create Categories
  • How to Create Categories - Knowledge Check
  • Work Order Functions
  • Creating a New Appointment in Scheduler
  • Creating a New Appointment in Scheduler - Knowledge Check
  • Creating New Customer
  • Creating New Customer - Knowledge Check
  • Adding a New Vehicle
  • Adding a New Vehicle - Knowledge Check
  • Adding a Technician to a Ticket
  • Adding a Technician to a Ticket - Knowledge Check
  • Creating Sub Estimates
  • Creating Sub Estimates - Knowledge Check
  • Creating a Recommended Service
  • Creating a Recommended Service - Knowledge Check
  • Reports
  • Reports - Knowledge Check
  • Reporting
  • Creating a Stock Order
  • Creating a Stock Order - Knowledge Check
  • WIP Locator Report
  • WIP Locator Report - Knowledge Check
  • Vendor List Report
  • Vendor List Report - Knowledge Check
  • Employee List Report
  • Employee List Report - Knowledge Check
  • Ad Source List Report
  • Ad Source List Report - Knowledge Check
  • Using Wild Cards
  • Using Wild Cards - Knowledge Check
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
Back