A little guidance.
A clearer next step.

01Getting started

4 lessons

▶0:35Getting startedAdd your company logo and websiteAdd your logo and website to your company details.Watch lesson ↗

▶1:13Getting startedReview your rate card before quotingReview your rates, premiums and deposit terms before quoting.Watch lesson ↗

▶1:01Getting startedReview team roles and crew controlsFind team roles and the controls for your crews.Watch lesson ↗

▶1:11Getting startedAdd a customer and find their recordCreate a customer record, then find it again.Watch lesson ↗

02Building a quote

7 lessons

▶0:54Building a quoteStart an estimate from a customer recordStart a new estimate from the customer you are working with.Watch lesson ↗

▶0:51Building a quoteAdd a house photo to an estimateBring a house photo into the estimate canvas.Watch lesson ↗

▶0:42Building a quoteSet the photo scale using an entry doorUse a known reference dimension to set the photo scale.Watch lesson ↗

▶0:49Building a quoteDraw your first roofline runTrace a roofline and see the lighting run on the photo.Watch lesson ↗

▶0:52Building a quoteReview pricing and add an itemReview the priced scope and add an extra item.Watch lesson ↗

▶0:42Building a quoteReview the customer-facing quoteCheck the proposal from the homeowner’s point of view.Watch lesson ↗

▶0:30Building a quoteAccept a quote and understand what happens nextSee a non-binding training quote accepted and the resulting next step.Watch lesson ↗

03Following up

5 lessons

▶0:53Following upReview customer history and reopen an estimateSee the customer history and reopen an existing estimate.Watch lesson ↗

▶0:53Following upFind an unsent estimate in PipelineFind an unsent estimate and its next action in Pipeline.Watch lesson ↗

▶0:54Following upCheck sent status and email activityReview the quote’s sent status and recorded email activity.Watch lesson ↗

▶1:02Following upCustomise automatic follow-up emailsReview and customise your automatic follow-up messages.Watch lesson ↗

▶1:03Following upCheck automatic follow-up progressRead follow-up stages using labelled training examples.Watch lesson ↗

04Managing jobs

5 lessons

▶0:45Managing jobsBook a visit and choose its crewChoose a visit date and assign the crew.Watch lesson ↗

▶0:43Managing jobsFind scheduled visits on the Field calendarFind your scheduled visits on the Field calendar.Watch lesson ↗

▶0:43Managing jobsFind your job and work instructionsOpen an assigned job and read its work instructions.Watch lesson ↗

▶0:52Managing jobsStart a visit and attach a photoStart the visit and attach a job photo.Watch lesson ↗

▶0:40Managing jobsFlag a problem during a visitRecord a problem from the crew’s visit screen.Watch lesson ↗

05Invoicing

1 lesson

▶0:55InvoicingAdd an invoice extra and check the balanceAdd an invoice extra and review the remaining balance.Watch lesson ↗

Recorded with sample training data. Some lessons show accelerated follow-up examples or non-binding quote acceptance. Features depend on your plan and configuration. Photo measurements require a known reference; verify dimensions on site. Lessons reflect the interface when recorded.