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Advanced Training

Husky Intelligence > Academy > Advanced Training

Welcome to Advanced Training!

 

In this section you will find the steps and procedures of some of the more complex pieces of Husky Intelligence. View the list below of Advanced Training items and select the one you wish to learn more about! We will be updating this section periodically, so be certain to check back often.  If you still have questions after reading through this section, please contact us either by phone or email.

PART I

Template Building

Build templates that suit your company’s needs.  Our user-friendly template builder gives you the power and tools to create simple or elaborate estimates, work orders, or invoices all with the click of a mouse.  Add fields such as:

  • Input fields
  • Checklists
  • Attachments (media files, such as pictures, videos, and PDFs)
  • Text areas
  • Location
  • Signature Capture (NEW)
  • Radio buttons
  • And many more!!!

 

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PART II

Material Bundles

What if there was a way that you could add multiple products and materials to an estimate or work order without having to manually search and add each item?  Well, with Husky Intelligence, we have you covered! Our bundling feature enables you to build packages containing multiple products and services that allows you to set a fixed priced to or adjust. Even better, you can search these bundles on our Materials list and it will add all the materials to the list for you.  Not satisfied? How about having bundles attached to templates so that when you create a new estimate, work order, or invoice these items are already present? Oh, yes we did!  Have default materials or bundles on your templates that assist you by saving time and hassle!

 

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