Customer
- How to Use the Master Schedule - Master Schedule Overview
- Using the Job Schedule -- Sales Role (Video)
- Using your MC Sales Dashboard (Video)
- Rate Increase and Rate Adjustment Controls Additional Filters
- Sales KPI vs Stats By Week Customer Count
- How to Create a Customer Source (Video)
Employee
- Employee Turnover By Week/Month
- Using your Employee Clock Monitor & Team Monitor (Video)
- Sales KPI Conversion By Employee
- Where Can My Employees Find Their Payroll Info?
- PTO and Holiday Report/ Additional Hours
- Reporting - Team Mileage Vs. Spotlight Dashboard Efficiency
Service Set Reports
Scorecards
- How To Use the Scorecard Testimonials iFrame (Video)
- Scorecard Scoring System
- How To Resend/Requeue a Scorecard Email (Video)
- Automated Texting Scorecard Feature
- Scorecard Tip Options - How to handle tips after jobs are invoice or payroll is closed
- How To Setup Scorecard Tips