Monday, June 17 @ 10:00 AM - 10:30 AM MST

Details: This webinar will show you how to create Client, Project & Service work orders and how to create an invoice while they are on the jobsite.

• Client, Project, Service Work Orders
• Adding line items
• Repair Tracking
• Service Invoices

Tuesday, June 18 @ 10:00 AM - 10:30 AM MST

Details: This webinar will cover how to properly setup ProjX360 to get started.

• CRM Settings
• Proposal Settings
• Settings > Configuration > Employees > Phases > Tax Settings > Teams > Trades
• Product Manager Settings

Wednesday, June 26 @ 10:00 AM - 10:30 AM MST

Details: This webinar will cover Sales CRM and Reporting.

• Sales CRM - Dashboard < Calendar < Deals < Companies < People
• Reporting - Custom Reporting < CRM Deals, People, Activities Reports

Thursday, June 27 @ 10:00 AM - 10:30 AM MST

Details: This webinar will cover how to build and generate your proposals.

• Proposal Info
• Locations & Systems
• Revisions/Change Orders
• Push Product/Related Projects

Monday, July 1 @ 10:00 AM - 10:30 AM MST

Details: This webinar will show you how to build packages, setup products and attach accessories.

• Add Product
• Attach Accessories
• Mass Edit Products
• Search Portal
• Package Builder

Tuesday, July 2 @ 10:00 AM - 10:30 AM MST

Details: This webinar will cover time tracking and show you how to personalize the software for your company by building checklists, custom forms and utilizing cloud storage.

• Project Categories
• Manage Checklists
• Custom Forms
• Project Setup Templates
• Cloud Storage to save documents
• Time Tracking - Entering time, Timecard, Manage Phases/Times

Monday, July 8 @ 10:00 AM - 10:30 AM MST

Details: This webinar will show you how to create Client, Project & Service work orders and how to create an invoice while they are on the jobsite.

• Client, Project, Service Work Orders
• Adding line items
• Repair Tracking
• Service Invoices