Support videos for the different sections of ProjX360
ProjX360 Play All
Basic Software Navigation
V2 Settings
Company Setup
V2 Product Manager
& Settings
Sales CRM Settings
V2 Sales CRM
V2 Proposal Settings
Building Packages
V2 Building a Proposal
Create Finished
Proposal Report
Proposal Change Orders
V2 Push Multiple Proposals to Project
Setting Up a Project
Project Details Page
Active Projects
Purchase Orders
Creating a Checklist
Custom Forms
Task Page
Work Orders
V2 Progressive Invoicing
Invoices
Scheduling
Entry Time
Time Tracking Phases
Manage Times
Service
Export Data
Reporting
New Reporting Engine
Our Integrations
D-Tools
Friday, April 20 @ 10:00 AM - 11:00 AM PST
Details: This webinar will show you how to create a Client, Project or Service work order and how to setup task items for you technicians.
- Client, Project, Service Work Orders
- Adding line items
- Repair Tracking
Monday, April 23 @ 10:00 AM - 11:00 AM PST
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
Thursday, April 26 @ 10:00 AM - 11:00 AM PST
Details: This webinar will cover Sales CRM and Reporting.
- Sales CRM - Dashboard < Calendar < Deals < Companies < People
- Reporting - Custom Reporting < CRM Deals, People, Activities Reports
Monday, April 30 @ 10:00 AM - 11:00 AM PST
Details: This webinar will cover how to build and generate your proposals.
- Proposal Info
- Locations & Systems
- Revisions/Change Orders
- Push Product/Related Projects
Thursday, May 3 @ 10:00 AM - 11:00 AM PST
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
Monday, May 7 @ 10:00 AM - 11:00 AM PST
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
Thursday, May 10 @ 10:00 AM - 11:00 AM PST
Details: This webinar will show you how to create a Client, Project or Service work order and how to setup task items for you technicians.
- Client, Project, Service Work Orders
- Adding line items
- Repair Tracking
Project Management Work Flow
Sales CRM
and Proposal
Version 2.0
New Reporting Engine
Improve Operational Efficiency with
D-Tools & ProjX360
New Work Order
& Invoice Training
Service Work Order
& Repair Training
Project Management
Scheduling, and Time Tracking Training
Proposal and
Purchase Order Training
Sales CRM and
Proposal & PO Training
Launch Preview
QuickBooks
Integration Guide
Xero
Integration Guide
D-Tools
Integration Guide
