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Getting Started

Husky Intelligence > Academy > Getting Started

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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