Course Content
Lessons
Status
1
Day 1
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Ensure back office access for owner/admin
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Register at minimum 1 device license
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Complete inspection, work order, and invoice walk through
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Determine needed features. Eg Lot walk, client specific pricing, team names, hail matrix, technicians commissions, Quickbooks Integration, etc.
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Send list of Clients/add clients to your back office
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Send list of Services /add service to your back office
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Send or upload your company’s logo (Optional)
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Send QuickBooks classes/requirements (Optional)
- Ensure back office access for owner/admin
- Register at minimum 1 device license
- Complete inspection, work order, and invoice walk through
- Determine needed features. Eg Lot walk, client specific pricing, team names, hail matrix, technicians commissions, Quickbooks Integration, etc.
- Send list of Clients/add clients to your back office
- Send list of Services /add service to your back office
- Send or upload your company’s logo (Optional)
- Send QuickBooks classes/requirements (Optional)
2
Day 2-3
3
Day 4-5
4
Day 6
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Review trouble spots, answer questions, and make system configuration changes as needed
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Assist in registering additional device licenses, if needed
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The set-up team will demonstrate the invoice exporting process to QuickBooks with mock invoices created by the client (Optional)
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Determine teams to include names, employees, etc. (Teams only)
- Review trouble spots, answer questions, and make system configuration changes as needed
- Assist in registering additional device licenses, if needed
- The set-up team will demonstrate the invoice exporting process to QuickBooks with mock invoices created by the client (Optional)
- Determine teams to include names, employees, etc. (Teams only)
5
Day 7-8
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Create 5 mock inspections on the device
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Create 5 mock work orders on the device
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Create 5 mock invoices on the device
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Export 1-2 mock invoice to QuickBooks
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Void 1-2 mock inspection or invoice, search for void invoices, restore voided invoice
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Review the invoice layout on the Print Template Configurations page. Make changes in the print template configuration if needed
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Review the mock email sent to your email. Determine if changes need to be made
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Send questions to AMT set-up contact as needed
- Create 5 mock inspections on the device
- Create 5 mock work orders on the device
- Create 5 mock invoices on the device
- Export 1-2 mock invoice to QuickBooks
- Void 1-2 mock inspection or invoice, search for void invoices, restore voided invoice
- Review the invoice layout on the Print Template Configurations page. Make changes in the print template configuration if needed
- Review the mock email sent to your email. Determine if changes need to be made
- Send questions to AMT set-up contact as needed