Best Practices & Tips

• Best Practices & Tips

  Best Practices & Tips Short: Practical daily workflows, data entry, efficiency and training guidance. Daily workflow Morning Review Dashboard and Schedule, run Plan My Day, check technicians. During day Techs clock in, update statuses, take photos. End of day Convert jobs to invoices, send invoices, review next day. Data entry tips Be consistent with addresses and service names. Use notes and access info. Standardize price book entries. EfFew readers

Quick Reference (shortcuts, status indicators, limits)

• Quick Reference

  Quick Reference Short: Keyboard and UI shortcuts, status indicators, subscription limits. Shortcuts Dashboard: Home icon Jobs: Briefcase icon Schedule: Calendar icon Clients: Users icon Invoices: File icon Status Indicators Jobs: Pending / Scheduled / In Progress / Completed / Cancelled Invoices: Draft / Sent / Viewed / Paid / Overdue Estimates: Draft / Sent / Accepted / Declined Important limits Free trial: 14 days. Starter plan lFew readers