So these series of articles will have everything that You went over in your second training. This will have information such as the Customer Account Data Page, The BoL, Closing out Jobs, and
Customer Account Data
Customer account data is where you can view all of the customer's information you have put into the system. Such as any payment methods, emails, jobs, and logs of all events on their account.
The Account Data Tab is a general overview of everything for the customer.
The Estimates Tab is where you can view all of their estimates, see their customer portal and send them the link to their estimate.
The Moves Tab will show you all of the customer's booked jobs you can view the BoL and invoices.
The Emails tab is where you can see and resend emails that have been sent via automated emails.
The Payments Tab will show you the customer's history of Payments and can view/add payment methods to their account.
The BoL
The BoL or Bill of Lading is where you can get all the paper work filled out for the customer and your foreman can access that through their Foreman Tab
We also offer a Mobile app that can make your Digital BoL needs much easier and cleaner to see
Closing Out Jobs
For a Job to show up as completed you will need to close out a job this is also your chance to collect any payments you may not have gotten yet.
Editing Verbiage
Now you should review your verbiage on your estimates and BoL so here are a couple places to help you update that verbiage.