Users - Learn by Role
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Learn by Role: Owner/ Operator
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Learn by Role: Traffic/ Project Manager
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Learn by Role: Sales/ Account Exec/ New Biz Development
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Learn by Role: Accounting & Finance
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Learn by Role: Designer
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Learn by Role: Account Manager/ Client Manager
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Learn How-To: Create & Manage Work
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Learn How-To: Create & Manage Schedules & Tasks
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Learn How-To: Track Time
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Learn How-To: Build Invoices, Expenses & POs
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Learn How-To: Make Staff or System Changes
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Learn How-To: By Video
- How to Login to fp. - Training Video
- Basic Navigation - New UI (June 2015)
- Navigation Basics - Training Video
- How to Add a Staff Member - Training Video
- How to Add Notes to a Client Account - Training Video
- Review of the fp. CRM System - Training Video
- Sales Pipeline Management - Training Video
- Creating an Estimate & Adding a Job - Training Video
- Adding a Detailed Estimate/Job - Training Video
- Adding Quick Jobs - Training Video
- The Job Details Page & Financials Tab - Training Video
- Using the Projects Module - Training Video
- Creating Schedules for Templates & Real Work - Training Video
- Adding Schedules to Existing Jobs & Estimates - Training Video
- Using the fp. Portal (Clients) - Training Video
- Setting Up & Using the fp. Portal (Agency) - Training Video
- Setting up fp. Accountant - Training Video
- Syncing with QuickBooks: Using fp. Accountant - Training Video
- Submitting a Timesheet - Training Video
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Accounting