Contact
Management
- How to Enter a Jobsite Address
- How to result an Appointment
- How to Add an Attachment
- How to Create a Proposal
- Web Lead Capture
- MarketSharp Mobile
- Contact Data Entry
- Configuring Calendar Colors
- Create Custom Work Orders, Service Orders, and Proposal Templates
- Lead Paint Compliancy
- How to Enter and Result a Lead
Marketing
and Sales
- Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- How to Create a Jobsite Radius Mailing
- How to Add an Activity to a Contact
- How to Create, Send, and Log Emails
- How to Create an Activity Process
- How to Enter an Activity
- How to Handle Repeat Business From Customers
- Smart Mail Plus Overview
- Smart Mail Plus Configuration
Filtering, Editing
and Printing
After the Sale:
Production and Service
- How To Create a Service Order
- How To Create a Work Order
- QuickBooks Web Connector
- Create Custom Work Orders, Service Orders, and Proposal Templates
- Entering Product Details
- Understanding the Production Process
- Working With The Service Module
- Lead Paint Compliancy
- How to Create a Production Process
- How to Enter Customer Job Details
- How to Handle Repeat Business From Customers
Modules
and Apps
- Sales Appointment Routing
- Understanding the MarketSharp Mail Integration for Direct Mail Marketing
- Connecting to Constant Contact for Email Marketing
- Use the GuildQuality Import Export Function
- Web Lead Capture
- QuickBooks Web Connector
- MarketSharp Mobile
- Smart Mail Plus Overview
- Smart Mail Plus Configuration
Call
Center
N/A – Coming Soon