Customer Related Trainings – QuickService

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New QuickService Users Start Here

28

Implementation Checklist
System Requirements
‘How to’ Questions & Answers
Taking a Service Call
Customer Tabs

Office Setup & Configuration

5

Program Settings & Configuration
Code Tables Setup
Laptop Setup and Configuration
Setting up Paging, Texting, & Email
Pricing: Code Tables & Invoice Lines

Customer Related Trainings

14

Residential & Lt Com Agreements
Commercial & Industrial Agreements
Customer Relationship Management
Invoicing Overview
Invoicing: Price & Cost
Project Management
Quotes

Other Training Sections

4

Mapping Work Tickets
Flate Rate Book
Customer Web Portal for Customers
Customer Web Portal for Office Users

Inventory & Equipment

5

P1: Parts Catalog
P2: Stock Manager
P3: Physical Memory
P4: Inventory Control
Equipment Tracking & Rentals

Accounting Interfaces

4

Accounting Setup
QuikBooks
Transferring to Accounting
Payroll to QB

Windows Mobile

5

Mobile Settings from the Windows Device
Work Tickets
Truck Stock & Inventory
Invoicing Customers
Invoice Line Items & Flat Rate Tasks

Android Mobile

3

Android Overview
Work Tickets & Invoices
Android Setup & Configuration

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Customer Related Trainings

Customer Related Trainings

Residential & Lt Com Agreements
Commercial & Industrial Agreements
Customer Relationship Management
Invoicing Overview
Invoicing: Price & Cost
Project Management
Quotes

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