A-01 An Introduction to the Dashboard

Transcript

Auto-generated from the video’s captions.

(0:10 - 0:49)

Hi the purpose of this video is to give you a little overview on the dashboard of the HomeWatch business management system written on top of Method:CRM this is my main dashboard screen your screen may look slightly different depending on the applications that you have licensed so keep in mind i’ve got everything on mine you may have the same you may have a few you know fewer don’t worry about that just to give you a quick overview all of these are different tiles or applications that you will use to manage your home watch things like the admin will manage your schedule you’ve got the customers which is all of your customer property

(0:48 - 1:27)

Information in residence is when the customers come and go your issues list and communications planning invoicing to generate invoices and the route technician which although i have it here on my laptop primarily this is what you’ll use when you’re out in the field and you’ll use it on a mobile device like a smartphone or a tablet but we will talk about that and we’ll talk about each of these applications in a separate video and video series depending on what the contents of the application are optionally we have home inventory which allows you to track all of the different assets within a property so if you’re managing multiple things for your customers such

(1:27 - 2:04)

As taking care of maintenance on water heaters or HVAC units or cars you can set up maintenance schedules track warranty information etc all of that within this application and then RBO management if you’re doing Airbnbs or taking care of those particular type of rental properties for short time rentals this module here will track the bookings and then you know place your housekeeping information and everything else for you so those are both optional as well if you have anything else they may appear down here below the line as little minimize tiles this is not going to be common

(2:03 - 2:43)

These would be the standard method applications which if you have those licensed that’s a separate case i’m not going to address those here just so you know within this dashboard you’re able to customize it according to your particular desires and workflow so just so you know there’s some customization so for example let’s say you want to reorganize the way the tiles are are aligned and your tiles may be in a different sequence than what i have here to do that and to realign you can click these three dots and you’ll take a look at these two options here on the bottom the first one is the color code so if you want to you know change the colors that are on yours i think by default

(2:42 - 3:21)

Everything comes in blue so i have mine coded based on the different types of apps that are there but you can click on that color drop and pick a particular color let’s pick red and you’ll see that now i’ve changed my color code here to red let me go ahead and put mine back to the blue color the other one you might use to reorganize things is this little arrows that look like they’re going every direction if you pick that arrow you’ll see it now turns into your your cursor turns into a little arrow cross and now it’s as easy as dragging and moving the tiles around and you can move all of your tiles and reorganize them in any way you want by dragging and

(3:20 - 3:59)

Dropping and when you’re done just click up here where you have the finished link and so now it saved my layout the way i desire so very easy for you to do that also keep in mind you probably noticed this when i did click on the three dots there are certain items that are like extra menu choices like in the case of your homework admin you’ve got your preferences screen here the preferences screen for admin is very important but that’s a whole separate video just to cover those options but you will know that manage you won’t see on yours but you may see additional options like in customers if you’re using the customer portal

(3:57 - 4:28)

You’ll have a ability here to go in and look at the portal from the customer’s perspective see who’s been logging in as well as upload or change your logo if you need to so different things that are available to you within each of those tiles so that concludes the introduction uh please you know continue on i would suggest next steps would be to look at the customer series of tutorials and then from the customer series look at the work order series that will give you a great foundation for using the application you’ll be able

(4:27 - 4:47)

To move from there thank you very much have a great day you