2024 Work Management Basics

0:01:06-Work Order Dashboard
- 0:01:17- - Setting Preferences
- 0:04:12- - Sorting
- 0:05:03- - Advanced Searches, Saved Searches, and Customizing View

0:08:44-Creating and Customizing New Work Orders
- 0:12:17-Sharing Information – Email and Printing
- 0:13:38- Notes and Note Alerts
- 0:15:42- Uploading Files, Setting Photos

0:17:10-Customizing Fields
- Adding/Removing Fields

0:20:13-Tracking Job Costs
- 0:20:51- Add Employees, Equipment , Materials, and Inventory on a WO
- 0:24:13- Employees Tab
- 0:26:22- Equipment Tab
- 0:28:56- Materials Tab
- 0:30:26- Inventory Tab

0:34:51-Work Order Templates and Schedules
- 0:35:04- Saving a Work Order as Template
- 0:38:00-Scheduling Repetitive Work

0:42:16-Reporting
- 0:43:24- Creating a New Report
- 0:46:43- Saved Reports
- 0:47:58- Scheduled Reports

0:49:58-Q&A

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