Standard Training (free to all users)
- Online videos
- Online Help system
- E-mail and phone support (got a question, call 1 866 585 5050 ext 1)
Setup and Configuration
While the system is easy to use and there are videos to help get started, some people prefer a hand getting started.
We'll spend the time it takes to acquaint you with features, answer your questions, load your account information, and get you rolling... this usually takes minutes, not hours.
- Questions to understand your specific needs
- A custom tour of the system built around your needs
- a job
- a construction document using a template
- a contact
- a note
- an appointment
- a to do
- a task
- a job or business process using a template
- an e-mail using a template
- a fax using a template
- a text message
- Upload and share a file
- Add your logo, e-mail signature, and configure your e-mail settings
- Customize your preferences
Plus we'll save you a ton of time and load your electronic contact lists (address book) into the system for you.
Plus introduce you to the online video tutorials so you and your team can take full advantage of the system... at your own pace.
Activation, Setup and Training are free.
To get rolling contact: firstname.lastname@example.org
Coaching / Consulting
- Specialized one-to-one or group training
- Online and over the phone
- Solve tough business problems / discover new ways to do things (may involve custom programming)
To get started contact: email@example.com
On Site Training
Possible, and may be exactly what your team needs. To arrange On Site Training contact: firstname.lastname@example.org
1 866 585 5050 ext 1