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Onboarding for Customer Service Agents

Dashboard
The Dashboard section serves as the main window where you can view essential det... more
Settings
Table of Contents - [Overview](#settings_overview) - [Company Information](#com... more
Users
The User Management section is where administrators can effectively manage user ... more
Crews
The Crew Dashboard serves as the main interface for managing crews. It offers ke... more
Vendors
Table of Contents - [Overview](#overview) - [Vendor Dashboard](#vendor_dashboar... more
Manufacturers
Table of Contents - [Overview](#overview) - [Manufacturer Dashboard](#manufactu... more
Services
The Service Management section allows service providers to effectively manage se... more
Products
The Product Management section allows service providers to effectively manage pr... more
Clients
The Clients Management section allows you to effectively manage client accounts ... more
Checklists
Table of Contents - [Overview](#overview) - [Checklist Dashboard](#checklist_da... more
Groups
Table of Contents - [Overview](#overview) - [Groups Dashboard](#groups_dashboar... more
Availability
The Availability Management section allows service providers to specify service ... more
Estimates
The Estimates section allows service providers to manage and track client estima... more
Jobs
The Job Management section allows service providers to effectively manage schedu... more
Map View
Table of Contents - [Overview](#overview) - [Job Markers](#job_markers) - [Sear... more
Work Order Reports
Work Order Reports Overview The Work Order Reports section is designed to prov... more
Invoices
The Invoice Management section is closely related to the Job Management section.... more
Scheduler
Table of Contents - [Overview](#overview) - [Scheduler Calendar Interface](#cal... more
Inbox
Table of Contents - [Overview](#inbox_overview) - [Inbox Dashboard](#inbox_dash... more
Reports
Table of Contents - [Reports Overview](#reports_overview) - [Time and Labor Rep... more
Technician Performance
Technician Performance Overview The Technician Performance section provides a ... more
Customer Reports
Customer Reports Overview The Customer Reports section provides a centralized ... more
Time and Labor Report
Time and Labor Report Overview The Timesheet Report section offers comprehensi... more
Financial Reports
Financial Reports Overview The Financial Reports section provides comprehensiv... more
Scheduling & Dispatch Reports
Scheduling & Dispatch Reports Overview The Scheduling & Dispatch Reports secti... more
Compliance and Safety Reports
Compliance and Safety Reports Overview The Compliance and Safety Reports secti... more