Support videos for the different sections of ProjX360

 ProjX360 Play All


 
ProjX360 Interface

ProjX360 Interface

 
ProjX360 Settings

ProjX360 Settings

 
Company Setup

Company Setup

 
Product Manager Settings

Product Manager Settings


Product Manager

Product Manager

 
Sales CRM Settings

Sales CRM Settings

 
Sales CRM

Sales CRM


Proposal Settings

Proposal Settings



Building Packages

Building Packages



Building a Proposal

Building a Proposal

 
Create Finished
Proposal Report

Create Finished Proposal Report

 

Proposal Change Orders

Proposal Change Orders

 
Pushing Product
to Project

Pushing Product to Project



Setting Up a Project

Setting Up a Project



Project Details Page

 Project Details Page

 

Active Projects

Active Projects

 
Purchase Orders

Purchase Orders


Creating a Checklist

Creating a Checklist


Custom Forms

Custom Forms

 
Task Page

Task Page

 
Work Orders

Work Orders


Invoices

Invoices


Scheduling

Scheduling

 
Entry Time

Entry Time

 
Time Tracking Phases

Time Tracking Phases


Manage Times

Manage Times


Service

Service

 
Export Data

Export Data

 
Reporting

Reporting

 
New Work Order
& Invoice Training

New Work Order and Invoice Webinar

 
Service Work Order
& Repair Training

Service Work Order and Repair Training

Project Management
Scheduling, and Time Tracking Training

Project Management, Scheduling, and Time Tracking Webinar

 
Proposal and
Purchase Order Training

Proposal and Purchase Order Training

 
Sales CRM and
Proposal & PO Training

Sales CRM and Proposal & PO Training

 
 
Launch Preview

Launch Preview Webinar

 
QuickBooks
Integration Guide

QB Integration Guide

 
Xero
Integration Guide

Xero Integration Guide

 
D-Tools
Integration Guide

D-Tools Integration Guide