2025 Work Management (On-Demand)
- 0:01:05 | Work Order Dashboard
- Setting Preferences, Sorting
- Advanced Search, Saved Searches
- Customizing View
- 0:06:56 | Creating & Customizing New Work Orders
- Sharing Information – Email and Printing
- Notes and Note Alerts
- Uploading Files, Setting Photos
- 0:13:27 | Customizing Fields
- 0:15:58 | Tracking Job Costs
- Employees Tab
- Equipment Tab
- Materials and Inventory Tabs
- 0:25:51 | Work Order Templates and Schedules
- Saving a Work Order as Template
- Scheduling Repetitive Work
- 0:32:42 | Reporting
- Creating a New Report
- Saved Reports
- Scheduled Reports
- 0:40:10 | Q&A
- 0:40:22 | Q: Is there a way to drill down the report prior to running it so you don't have to pull every work order type?
- 0:41:43 | Q: How to remove items from inventory to update our inventory?
- 0:43:15 | Q: How do you edit the category feature when you add new inventory?
- 0:44:27 | Q: With the reporting, can we show graphs?
- 0:45:59 | Q: What is a good way to manage tracking employee hours? Do the employees add their hours per work order themselves?
- Unlimited Training & Support
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