Less than one minute step by step training videos
Less than one minute step by step training videos
Embedded Files
1 - How to set up your organization, management, technicians, and employees
Set up organization
Set up organization
Your organization set up & access
Set up employees
Set up employees
Your project Mgmt, techs & clients access
Set up admin and access
Set up admin and access
App module access set up and control
2 - How to build customer / client profile - Customer company and employees information (Simple CRM)
CRM - Company build out
CRM - Company build out
Enter client's company info
CRM - Employee Build out
CRM - Employee Build out
Enter client's employees info
CRM - Changes & updates
CRM - Changes & updates
Update contact info and next follow up
3 - How to build projects, upload floor plans and set scale for drawings
Upload floor plan
Upload floor plan
Upload PDF, JEPG, or DWG floor plan
Size the floor plan
Size the floor plan
Scale the floor plan to actual size
Assign elements / Icons
Assign elements / Icons
Select hardware, cabling, and material Icons
4 - How to do site surveys, embed icons, embed pictures and voice notes
Embed Icons & Data
Embed Icons & Data
Site survey - Drag and drop Elements / Icons
Take pictures for Icons
Take pictures for Icons
Add pictures to Elements / Icons
Leave voice notes for Icons
Leave voice notes for Icons
Add audio notes to Elements / Icons
5 - How to use the survey for finalizing the design & add more info to the floor plan and data base
Review Survey
Review Survey
Review Survey graphical data, Pictures, & notes
Add, remove icons / elements
Add, remove icons / elements
Update site survey and complete the design
Notes, pictures, & audio info
Notes, pictures, & audio info
Generate data base of site survey
6 - How to use the design, build estimate, and draft proposal
Transfer data to spreadsheet
Transfer data to spreadsheet
Estimate transfer to editable spreadsheet
Add to spreadsheet
Add to spreadsheet
Add Labor, expense, and additional materials
Draft proposal
Draft proposal
Drag and drop spreadsheet into proposal
7 - How to do schedule, assign technicians, and monitor cabling and hardware
Schedule techs to install
Schedule techs to install
Plan Tech start day and installation SOW
Assign and monitor
Assign and monitor
Assign techs and monitor progress
Manage field changes
Manage field changes
Receive field changes and control
8 - How to build real time as Built and transfer info to customer
Update final as-built
Update final as-built
Update design with field changes
Client access to as-built
Client access to as-built
Client's real time, live as-built floor plan
Receive change request
Receive change request
Client's request submission for MACs
9- How to assign tasks
Assign tasks
Assign tasks
Bidirectional task assignments
Monitor and response
Monitor and response
Monitor tasks and progress
Task home page
Task home page
Task list and notes
9 - How to build design elements (Icons)
Ask us to assist you
Ask us to assist you
Customization request to match your needs
Build your own icons
Build your own icons
Build your own elements, Icons, and data base
Add to Icon's directory
Add to Icon's directory
Build element's directory
10 - How to do use proposal templates
Pre designed Templates
Pre designed Templates
Ready to use template
Build your templates
Build your templates
Build your own customized templates
Template library
Template library
Add on - Template library
11- Survey best practices
Survey checklist
Survey checklist
Before you start a site survey - Check list
Security camera field of view
Security camera field of view
Set up camera's angle and view distance
Cable, conduit, and Raceways
Cable, conduit, and Raceways
Routing, cable, conduit, and raceway length
12 - Project best practices
Indoor & outdoor hardware
Indoor & outdoor hardware
Specify Indoor and out door Cameras and types
Manage MACs
Manage MACs
Manage Moves, adds, and changes
Relocation projects
Relocation projects
Manage office relocation painlessly
13 - Add to bottom line by accelerating growths
National roll out projects
National roll out projects
National roll out using OneSurvey
Real-time Project Status
Real-time Project Status
Real time installation status & updates
Create recurring revenue
Create recurring revenue
Build recurring revenue models
Service agreements
Service agreements
Generate and Mange service agreement
System Audit & Maintenance
System Audit & Maintenance
Keep track of service calls event history
Inventory data base
Inventory data base
Keep track of hardware
14 - Onesurvey admin
Admin introduction
Admin introduction
Introduction
Admin changes
Admin changes
Change, update, and access employees
API
API
Application program interfaces
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