Workspace Tutorials
The orders page gives Administrators the most comprehensive lists of Orders, Jobs and Offers for their company and can be filtered, modified and saved using...
Wed, 7 Feb, 2024 at 2:57 PM
1. Click on Workspace 2. Click on Orders 3. Click on corresponding Order ID 4. Click on Jobs 5. Click on Three Dots to O...
Thu, 13 Jun, 2024 at 3:16 PM
1. Click on Workspace 2. Click on Orders 3. Click on the corresponding Order ID 4. Click on Configuration 5. Clic...
Thu, 20 Jun, 2024 at 9:00 AM
Once an order is created/added a second flyout will appear to begin creating a Job 1. Click on Order Check to make sure the order i...
Tue, 9 Jul, 2024 at 1:52 PM
1. Click on Workspace 2. Click on Orders 3. Click on New Order 4. Select Applicable Client This can be done using t...
Tue, 1 Oct, 2024 at 2:42 PM
1. Click on Workspace 2. Click on Orders 3. Select Applicable Order Id/Title 4. Open Quick Access Tools by Selecting the Li...
Mon, 29 Jul, 2024 at 2:29 PM
1. Click on Workspace 2. Click on Orders 3. Click on Jobs 4. Select the Applicable job Click on the > to Open a ...
Tue, 30 Jul, 2024 at 4:24 PM
1. Click on Workspace 2. Click on Orders 3. Click on Offers 4. Click on Filter 5. Select and Apply applicable filters ...
Tue, 30 Jul, 2024 at 7:05 PM
1. Click on Workspace 2. Click on Calendar 3. To view various jobs in different stages click on the corresponding colors Or...
Thu, 8 Aug, 2024 at 4:05 PM
1. Click on Workspace 2. Click on Orders 3. Click on Applicable Order Title 4. Click on Jobs 5. Click on Applicable Job...
Mon, 12 Aug, 2024 at 10:11 AM