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. You will enter some basic registration information, and be automatically be enrolled in all three sessions for the week on Tuesday, Wednesday & Thursday!
March Sessions
Register for the March 18th, 19th, and 20th Session @ 9:30 CDT
Register for the March 25th, 26th, and 27th Session @ 9:30 CDT
April Sessions
Register for the April 1st, 2nd, and 3rd Session @ 9:30 CDT
Register for the April 8th, 9th, and 10th Session @ 9:30 CDT
- The Dashboard Overview
- Overview of a Job: lead creation, advancing jobs & 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 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.