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| PTS
Training Videos |
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| Introduction |
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What is PTS |
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Description of Views |
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| Operators |
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Business
Manager |
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Introduction to PTS
/ Home Screen |
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Overview of Home Screen |
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Time Clock |
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Add Invoice |
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How to Start Work
/ Complete Work |
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Create/Split/Modify
Invoice |
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How to QC Projects
/ Notes field |
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Invoice List |
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How to request Vacation |
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Create Call Tickets |
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Apply Payments |
| Project
Manager |
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Hot Invoices |
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Overview of home screen
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Managing Time Cards |
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Work Order Approval |
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Vended work |
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Create a job from work
order |
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Progress Reports |
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Miscellaneous |
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Jobs in Progress |
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Create a Work Order |
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“My Work in
Progress” |
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Edit a work order |
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Edit Item List |
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Add a Job |
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Notes Field |
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Job Status |
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Job Status |
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Error Reporting |
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| Sales |
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Overview of Home Screen
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Create a Work order |
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Clone a Work Order |
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Pricing (Standard v.
Firm v. Case) |
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Standard
Pricing Approvals |
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What if Wizard |
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Managing Quotes |
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