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
PART II
Job Management and Scheduling
- Overview and Understanding of Job Management and Scheduling
- Work Order Content
- Creating New Work Orders
- Scheduling
- Dispatching
- Mobile
PART III
Invoicing
- Overview and Understanding of Invoice Contents
- Creating New Invoices
- Sending Invoices
- Batching Invoices
- Mobile
PART IV
Reporting
- Overview and Understanding of the Reporting Center
- Reporting
- Dashboard
- Analytics
- Mobile
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
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
