Welcome to Boot Camp!  This specialized training focuses on providing the steps and procedures to get the most out of Husky Intelligence.  You can start at the beginning with Part I: Sales Management and Estimation, or you may click any of the buttons below to jump to a specific section.  With videos, screenshots, PowerPoints, and step-by-step instructions we are certain that any questions you may have are answered here.  If the answer to a question of yours is not here, please contact us by calling our office or by sending an email.

PART I

Sales Management and Estimation

  • Lead Overview
  • How-to Create a New Lead
  • Management of Projects
  • Creating a New Estimate
  • Mobile

 

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PART II

Job Management and Scheduling

  • Overview and Understanding of Job Management and Scheduling
  • Work Order Content
  • Creating New Work Orders
  • Scheduling
  • Dispatching
  • Mobile

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PART III

Invoicing

  • Overview and Understanding of Invoice Contents
  • Creating New Invoices
  • Sending Invoices
  • Batching Invoices
  • Mobile

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PART IV

Reporting

  • Overview and Understanding of the Reporting Center
  • Reporting
  • Dashboard
  • Analytics
  • Mobile

 

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PART V

Service Agreements and Alerts

  • Overview and Understanding of Service Agreements, Alerts, and Workflows
  • Service Agreements: Spring and Winter Setup
  • 2-Way Communication)
  • Mobile

 

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PART VI

Account Management and Settings

  • Overview and Understanding of Account Management and Settings
  • Add New Users & User Group Management
  • Maintaining Materials and Services
  • Adding Materials and Service from a Microsoft Excel File
  • Service Lines

 

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