Vendor Training

Insurance

• Adding Excess Liability Insurance
• Adding Workmans Compensation Insurance
• Adding Automotive Insurance
• Adding General Liability Insurance

Access

• Retrieving a Forgotten Password
• Supported Browsers
• How to Sign In Using Username/Password

Work Order Process

• Adding Work Order Attachments
• Accepting/Rejecting a Work Order
• Setting the Scheduled Date

Technician Check In/Check Out

• IVR Check In/Out Instructions
• Web Check-in / Check-out

Proposals

• Uploading a Proposal, Duplicating to an Invoice
• Submitting a Proposal

Invoicing

• Billing Requirements
• Creating an Invoice
• Creating Invoices in Bulk via Import
• Adding Invoice Attachments

General

• Submitting a Helpdesk Ticket
• Mobile App Training
• Vendor Reference Sheet
• Updating Vendor Information
• Submitting W-9