by CLOUDWORK|PRO | Jun 16, 2022 | Client Videos, Product
Client Video: Work Order Templates In this video, we’ll explore all of the different ways you can create work order templates, how to copy them, and how to use them in your workflow. By utilizing CLOUDWORK|PRO’s work order templates, your project managers...
by CLOUDWORK|PRO | Apr 15, 2022 | Client Videos, Product
Client Video: Work Order Creation In this video, we’ll do a general overview of how clients can create work orders within CLOUDWORK|PRO. You’ll learn how to manage and submit work order details, upload or select PDF documentation, and add a wide range of...
by CLOUDWORK|PRO | Mar 29, 2022 | Client Videos, Product
Client Video: Company Settings Overview In this video, we’ll show an overview of your company settings, where you can update your company information, branding, types of work offered, payment settings, customer list, and see a history of past technicians that...
by CLOUDWORK|PRO | Mar 29, 2022 | Client Videos, Product
Client Video: Learn About the Client Dashboard In this video, we’ll learn about the client dashboard and how you can view work orders in a kanban view and a list view. You’ll also see how you can filter work orders in relation to their status or...
by CLOUDWORK|PRO | Mar 29, 2022 | Client Videos, Product
Client Video: Company Sign Up Process In this video, we’ll see how clients can sign up for an account, create a company profile, set up their payment options of either credit card or ACH, and how to select the types of work that they’ll be placing on the...
