Customer
- Master Schedule Overview (Video)
- Using the Job Schedule -- Sales Role (Video)
- Using your Master 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
Employee
- 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
- Employees Attendance Score
Service Set Levels
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 Leave a Scorecard Tip (Video)