This list contains all of the V2 versions of videos used in the Get Up & Running course. If you are new to SA, it may be easier to learn to use the older functions of the system before switching to V3 screens, just for consistency. Then, once you're comfortable with your new workflow within SA you can begin exploring the new screens by using the Try it out button in the banner at the top of the applicable screen.
| System Overview
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Navigation Bar
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Setup |
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| Adding Clients
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Adding Services
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| Adding Employees
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Adding Vendors
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| Adding Teams
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User Roles & Rights
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| Adding Products
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Scheduling |
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| What Type of Job Should I Schedule
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One Time Jobs
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| Recurring Jobs
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Setting up Master Packages
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| Master Package Jobs
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Custom Package Jobs
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| Setting up Master Schedules
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Dispatch from the Waiting List
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| Dispatch Board Overview
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Routing Jobs
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| Dispatching Jobs
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Completing Jobs with the Team App
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| Printing Route Sheets to complete Jobs
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End of Day |
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| Close Out Day
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Invoice Settings
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| Installment Plans
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Sending Invoices
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| Prepayments
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Taking Payments
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