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
V2 Generate Proposal Document
V2 Creating Proposal Change Orders
V2 Push Multiple Proposals to Project
V2 Multiple Pricing Rules
V2 Clone Proposal
V2 Creating a Project from a Proposal
V2 Project Details Page
V2 Active Projects
Purchase Orders
Creating a Checklist
Custom Forms
V2 Task Page
Work Orders
V2 Progressive Invoicing
Invoices
Scheduling
Entry Time
V2 Manage Time Tracking Phases
V2 Manage Times
V2 Service
Export Data
Reporting
New Reporting Engine
Our Integrations
D-Tools
Monday, October 22 @ 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
Wednesday, October 24 @ 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
Tuesday, October 30 @ 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
Thursday, November 1 @ 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
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
Integration Guides
QuickBooks Online
Xero
D-Tools
Portal
