Helixco Training
Expert Bundle Content
Job File Creation & Project Management
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
Time and Material Documentation
Available in
days
days
after you enroll
- 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 (0:40)
- Creating an Invoice (1:33)
- Adjusting Pricing During Job (1:24)
- Adjusting T&M Terms During Job (1:36)
Mobile View of Job File
Available in
days
days
after you enroll
Centralized Company Communication
Available in
days
days
after you enroll
Software Navigation
Available in
days
days
after you enroll
Updating your Company Profile
Available in
days
days
after you enroll
Create and Manage Customer Profiles
Available in
days
days
after you enroll