Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Sales Manager Training
If you are setting up your system for the first time, we recommend completing the Self-Led Learning Track: Sales Manager. This course walks you through, step-by-step, how to configure your Sale Lis...
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Accounting Training
To follow along in your system, we recommend completing the Accounting Learning Track on our self-led Training site. You can also review the videos from within that Training Course below. Every i...
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Production Manager Training
To follow along in your system, we recommend completing the Production Manager Learning Track on our self-led Training site. You can also review the videos from within that Training Course below. ...
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Owner Reports & Dashboards Training
If you are setting up your system for the first time, we recommend completing the Self-Led Learning Track: Owner's Reports & Dashboards. This course walks you through, step-by-step, how to Run Repo...
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Intro to System Administration Training
If you are setting up your improveit 360 system for the first time, we recommend completing the System Administration Learning Track on our self-led Training site. You can also review the videos fr...
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Become an improveit 360 Super User
This Admin Help Guide is jam packed with helpful webinar tutorial links, and PDFs that will unlock all the tricks and tips to optimize your improveit 360 account. Whether you’re new to improveit360...
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Appointment Scheduling and Resulting Process Diagram
The attached Diagram shows the Appointment Scheduling and Resulting process and how it relates to the Reporting Fields on each Appointment. Download the attachment for a printable pdf. See Also: A...
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Sales Approval, Production and Job Costing Process Diagram
The attached Diagram shows the Sales Approval, Production and Job Costing process and how it relates to the Reporting Fields on the Sale and Project objects. Download the attachment for a printabl...
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Introduction to Building Custom Reports & Dashboards
The Introduction to Building Reports and Dashboards webinar was hosted in July 2020. The video included below is a recording of the live 2-Hour Webinar. This session covers: This session covers the...
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Track Vendor Invoices as a Custom Object
Some clients would like to track more information related to Purchase Orders, like when they have been Invoiced by the Vendor and if those Invoices have been paid. Using a Custom Object (created a...