Get Started!
In this 3-part series, we will review the core functions of AccuLynx, and demonstrate how to get up & running in less than one week!
This training is ideal for new users who would like to start using AccuLynx right away, new employees to the company, or even as a refresher course.
See available sessions below & select a week that works for you. Simply enter some basic registration information & you're automatically enrolled in all three sessions for the week on Wednesday, Thursday, & Friday!
March Sessions
Register for the March 19th, 20th, and 21st Session @ 1:15 CDT
Register for the March 26th, 27th, and 28th Session @ 1:15 CDT
April Sessions
Register for the April 2nd, 3rd, and 4th Session @ 1:15 CDT
Register for the April 9th, 10th, and 11th Session @ 1:15 CDT
- The Dashboard Overview
- Overview of a Job: lead creation, advancing the job & the job’s timeline
- Sending & Receiving Messages, Comments, and Emails
- Uploading & Organizing Documents
- Photos; upload, add to an album, & share
Session 2 Agenda:
- Building Estimate & Order Templates
- Entering Job Measurements
- Creating & Sending Estimates
- Adding Subcontractors & Crews
- Ordering: create & send your order
- Labor Ticket: view, edit & share
- Managing Your AccuLynx Calendar
- Financial Worksheet Overview
- Creating & Sending Invoices
- Entering & Processing Payments
- Reminders & Tasks
- Building Automations
Comments
0 comments
Article is closed for comments.