Support videos for the different sections of ProjX360

 ProjX360 Play All


 Basic Software Navigation

ProjX360 Basic Software Configuration

 
V2 Settings

ProjX360 V2 Settings

 
Company Setup

Company Setup

V2 Product Manager
& Settings

Product Manager and Settings

 
Sales CRM Settings

Sales CRM Settings

 
V2 Sales CRM

Sales CRM


V2 Proposal Settings

Proposal Settings


Building Packages

Building Packages



V2 Building a Proposal

Building a Proposal

 
Create Finished
Proposal Report

Create Finished Proposal Report

 
Proposal Change Orders

Proposal Change Orders

 
V2 Push Multiple Proposals to Project

V2 Push Multiple Proposals to Project


V2 Multiple Pricing Rules

V2 Multiple Pricing Rules



V2 Clone Proposal

V2 Clone Proposal



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


V2 Progressive Invoicing

Progressive Invoicing



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 Reporting Engine

New Reporting Engine

Our Integrations

 
D-Tools

D-Tools Integration

Getting Started with ProjX360

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
Click Here to Register
Sales CRM, Reporting

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
Click Here to Register
Proposals

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
Click Here to Register
Product Manager

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
Click Here to Register
Project Management

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
Click Here to Register
Work Orders

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
Click Here to Register


Project Management Work Flow

Project Management Work Flow Webinar


Sales CRM
and Proposal

Sales CRM and Proposal Webinar



Version 2.0

Version 2.0



New Reporting Engine

New Reporting Engine

  Improve Operational Efficiency with
D-Tools & ProjX360

Improve Operational Efficiency with D-Tools and ProjX360 Webinar

 
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 D-Tools YouTube