Employee

View Your Leads - Employee
Details: Use the My Leads button on the Employee tab of the main menu to see a list of your active leads (Employee > My Leads). An active lead is any ne...
Tue, 25 Sep, 2018 at 9:48 AM
View Your Customers - Employee
Details: To see a list of those customers that you created click the My Customers button on the Employee Tab. This will provide you with a list of all your...
Tue, 25 Sep, 2018 at 10:38 AM
View List of Your Quotes - Employee
Related Video Content: Right Click Menu The right click menu on the Quotes tab is different if you select more than one customer. This allows you to qui...
Tue, 25 Sep, 2018 at 10:47 AM
View Leads, Quotes, Orders, Customers, Invoices - Employee
Related Video Content: Quickly locate the posting details of a transaction You can use the Sales Manager screen (Employee>My Orders & Invoices) to ...
Tue, 25 Sep, 2018 at 11:25 AM
View Your Commissions - Employee
Details: Click My Commissions on the Employee tab to see a list of commissions. This opens the Commissions tab of the Sales Manager, and the commissions th...
Tue, 25 Sep, 2018 at 11:25 AM
View Graph of Sales Goals - Employee
Details: Click My Sales Goals on the Employee tab of the main menu to see a list of your sales goals and your progress towards those goals. All active sale...
Tue, 25 Sep, 2018 at 11:28 AM
View Services Tasks on Your Calendar - Employee
Details: Employees can click the View My Schedule button on the Employee tab to look at all the service tasks on their calendar. Each task will list the c...
Tue, 25 Sep, 2018 at 11:31 AM
Print Service Call Documents - Employee
Details: Use the Print Documents button on the Employee tab of the main menu to print documents for the service calls assigned to you (Employee > Print ...
Tue, 25 Sep, 2018 at 11:34 AM
Check Inventory
Details: Click Check My Inventory on the Employee tab to check inventory levels across one or more stock sites. This is especially useful if service trucks...
Tue, 25 Sep, 2018 at 11:44 AM
Enter Tech Notes - Employee
Details: Click Enter My Tech Notes on the Employee tab to add notes to a task. An administrator can also add notes for techs if they have permissions to vi...
Tue, 29 Jan, 2019 at 8:14 AM