Library
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All Training Videos
- Navigation Basics - Training Video
- Basic Navigation - New UI (June 2015)
- 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 Quick Jobs - Training Video
- Adding a Detailed Estimate/Job - Training Video
- The Job Details Page & Financials Tab - Training Video
- Using the Projects Module - Training Video
- Creating Briefs in fp. - Training Video
- Using the fp. Portal (Clients) - Training Video
- Setting Up & Using the fp. Portal (Agency) - Training Video
- Creating Schedules for Templates & Real Work - Training Video
- Adding Schedules to Existing Jobs & Estimates - Training Video
- Setting up fp. Accountant - Training Video
- Syncing with QuickBooks: Using fp. Accountant - Training Video
- Integrate with QuickBooks Online - Training Video
- Adding an Expense - Training Video (copied)
- Seamlessly Importing fp. Invoices into Xero Accounting - Training Video
- Managing Simple Retainers - Training Video
- Managing Robust Retainers - Training Video
- Submitting a Timesheet - Training Video