Question Forms

This course explains what you should do to get the most out of question forms in ReconPro. You will learn how to set up question forms, question sections, questions, and answers in the Back Office application so that your employees can answer questions in the mobile app.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Commission Types

In this course, you will learn how to configure the calculation of technician commissions based on commission types, profiles, and rules that define how commissions are calculated from invoices amount.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

QuickBooks Desktop Exporter

With QuickBooks Exporter for QuickBooks Desktop Edition you can export invoices, vendor bills, and customers from ReconPro to QuickBooks, as well as import customers, classes, and services from QuickBooks to ReconPro.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Timesheets

This course explains what timesheet types you can configure and why. You will learn how to set up timesheet types so that your employees can clock in and clock out in their mobile apps. By the end of the course, you will know how your employees working hours and non-working hours are recorded in the Back Office application for further tracking and reporting.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Service Request Types

This course explains what service request types are and why you need to configure them. You will learn how to set up service request types so that you can effectively manage service requests both in the Back Office application and the mobile app. By the end of the course, you will know what service request type settings will help you improve your business process.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Parts Management

This course explains all the options that you can see on the Parts Management page. You will learn how to find repair orders with particular parts, manage parts in repair orders, update part information, bundle parts with labor, and much more. By the end of the course, you will know everything you need for effective parts management.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Inspection Types

This course will help you better understand what inspection types are and why you need to configure them. You will learn how to set up inspection types in the Back Office application to create professional estimates for your clients in the mobile app. By the end of the course, you will know what inspection type settings you should enter so that your technicians can manage inspections effectively.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Repair Locations

This course can help you set up your company repair locations. You will learn how to configure repair locations, repair order phases, repair departments, and more. By the end of the course, you will know what settings you should use to monitor your repair process effectively.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Invoices

This course covers everything that you need to learn about invoices in your Back Office application. You will learn how to search, approve, void, email, print, export, archive invoices, and much more. By the end of the course, you will know how to manage your invoices and stay on top of your payments.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic

Invoices

This course explains how your team can use ReconPro for invoicing customers. You will learn how to configure invoice types and then manage invoices in the mobile app and Back Office. By the end of the course, your team will know everything required for creating accurate and professional-looking invoices.

Important! Some features and settings that you may see in your Back Office are not supported by ReconPro so in this course we will explain only supported functionality.


Required steps:
1. Log in with your account credentials
2. Click the red button “Take this Course”
3. Start with the first lesson and topic