Support videos for the different sections of ProjX360
ProjX360 Play All
Thursday, June 21 @ 10:00 AM - 10:30 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
Tuesday, June 26 @ 10:00 AM - 10:30 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
Thursday, June 28 @ 10:00 AM - 10:30 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
Monday. July 2@ 10:00 AM - 10:30 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
Thursday, July 12 @ 10:00 AM - 10:30 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
Monday, July 16 @ 10:00 AM - 10:30 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
Previously Recorded Webinars5/21/18: Ask ProjX360 Questions
4/20/18: Work Orders
4/18/18: Project Management and Time Tracking
4/16/18: Product Manager
4/11/18: Sales CRM & Reporting
4/9/18: Getting Started in ProjX360
2/23/18: Project Management Work Flow
2/15/18: Sales CRM and Proposal
12/19/17: Version 2.0