Scope and ROM | Helixco Software Training

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Rainbow Restoration | Helixco Training

Job File Creation & Project Management

Creating a Job (4:16)
Accessing a Job (0:54)
Job Information (5:53)
Job Discussion & Notes (1:40)
Photo Documentation (2:36)
Job: Upload Files and Get Forms Signed (1:53)
*How to Create a Form* (Goes with above section) (2:14)
Job Schedule (1:35)
Inventory Tracking (1:32)
Moisture Mapper (2:14)
Uploading a Scan (0:30)

Creating Custom Price Lists, T&M Terms, and Milestones

Creating a New Price List (5:48)
Setting Default T&M Terms (2:25)
Setting Up Milestones (1:11)

Time and Material Documentation

Creating a ROM/Estimate (6:17)
Billing Overview (1:45)
Adding Resources: Equipment, Consumables, Vehicles (1:36)
Adding Labor Costs (3:08)
Additional Labor: Accessing the mobile time cards (1:17)
Adding Expenses (0:33)
Editing Previous Entries (0:43)
Validating Days (Required prior to invoicing) (0:53)
Downloading Daily Logs & Overview (0:20)
Creating an Invoice (1:33)
Adjusting Pricing During Job (1:24)
Adjusting T&M Terms During Job (1:36)

Mobile View of Job File

QR Code Clock In (1:27)
Mobile App Creation (0:46)

Centralized Company Communication

Feed: Post to all hub members (1:01)
Events: Create new events for hub members (1:13)
Conversations: Message hub members directly (1:32)
Groups: Share information with select hub members (1:29)
Resources: Share documents directly with hub members (0:41)
Directory: Find hub member contact details

Software Navigation

Updating Your Profile (0:44)
Navigating the Job Board (1:36)
Navigating the Customer Board (0:48)
Navigating the Master Schedule (2:26)
Creating Custom Forms (2:14)
Navigating the Map and Weather Filters (2:22)
Upload Your Inventory for Tracking (3:55)
Request Support w/ Live Chat Feature (0:53)

Updating your Company Profile

Accessing Your Company Profile (0:48)
Update Your Company Profile (2:34)
Company Profile Tabs: Jobs, Users, Associated Providers (1:33)
Creating a New Price List (5:48)
Setting Default T&M Terms (2:25)
Setting Up Milestones (1:11)
Connecting Your Quickbooks Account (0:35)

Create and Manage Customer Profiles

Creating a Customer Profile (1:38)
Accessing the Customer Profile (0:38)
Update Customer Information and Log Contact History (2:22)
Customer Profile: Jobs, Users, and Location (0:37)
Creating a New Price List (5:48)
Setting Default T&M Terms (2:25)

Commercial T&M Best Practices

T&M Best Practices Introduction (0:58)
The Contract Phase (1:56)
Safety & Hazard Assessment (2:01)
Scope and ROM (2:33)
Moisture Mapping & Progress (3:11)
Client Onboarding (3:44)
Documentation & Back Office (5:03)
Subcontractor Services (2:53)
Photo & Visual Evidence (3:07)
Safety Meetings (3:05)
Change Orders (3:19)
Labor Ratios (6:44)
Certificate of Completion (1:32)
Conclusion (0:58)

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Scope and ROM

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