In this Pre-recorded 3-part series, we will review the core functions of the AccuLynx platform, and demonstrate how to get up and running!
This training is ideal for new customers who would like to start using their AccuLynx right away, new employees to your company, or even as a refresher course for current users.
Session 1 Agenda:
- Dashboard Overview
- Overview of a Job: job creation, advancing jobs, the job’s timeline
- Sending & Receiving Messages, Comments, and Emails
- Uploading & Organizing Documents
- Photos & Videos: upload, add to an album, and share
Session 2 Agenda:
- Building Estimate & Order templates
- Entering Measurements into a Job
- Creating & Sending an Estimate
- Adding Subcontractors & Crews
- Ordering: place & send your order.
- View, edit, and share your labor ticket
Session 3 Agenda:
- The AccuLynx Calendar
- Financial Worksheet Overview
- Creating & Sending Invoices
- Entering & Processing Payments
- Tasks & Reminders
- Building Automations
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