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HWIT Business Management
Home Watch Admin
AI Search: Mining Your Historical Reports and Work Orders
Work Orders & Series / Scheduling
Assigning Vendors and Vendor Bills to Work Orders
Flagging a Work Order for an expected vendor bill
E-00 Intro to Work Orders
Full Text Search on Work Orders
E-01 One-Time Work Orders
How to shift a Series’ Occurrences using the Slide feature
Cloning Work Orders
E-02 Recurring Work Orders and Series
E-03 The Work Order List and Bulk Actions
E-04 Series Best Practices
2/1/22 - Webinar - Using the "Multi Series Extend" screen to easily manage seasonal clients
Using the WO Calendar and Waitlist
Optimizing Your Route by Shortest Distance
08/03/21 - Webinar - Best Practice for using Work Order Instructions
Send an email directly from the Work Order screen
Grid Lists - Flexible and Powerful!
Creating & Sending Inspection Reports
Dynamic Templates with MonitorQA
09/07/23 - Webinar - Different ways to start and send reports
Preferences
Setting Options on the Preferences Screen
Linking MonitorQA Templates: How to Link and Set Title
Setting Options on the Users Screen
Linking SafetyCulture: How to Link and Fill-in Fields Automatically
Linking Fields: List of Available Fields
Processing Incoming Emails
Processing Incoming Emails - Saving to CRM
Configuring for Incoming Emails
Home Watch Customers
Setting Up Clients with Multiple Properties
Property Statistics
Emailing Customers
C-01 Customer Maintenance
How to email or notify customers about a price increase
Terminating and Removing Clients / Customers
Adding Credit Card Surcharges
02/06/24 - Webinar - Contracts and Customer Info
Using Date Fields to Manage Property Maintenance Tasks
Adding Attributes to a Property in HWIT/Method
Using Customer Type to Filter Customers
2/7/23 - Webinar - Using Service Dates
Tracking price increases and assigning them to future Work Orders
10/6/21 - Webinar - Managing Price Updates
Price Levels by Customer
12/2/20 - Webinar - How The Customer and Vendor Portals Can Benefit Your Business
Allowing Customers to access the Customer Portal
Grid Lists - Flexible and Powerful!
Working with Service Dates for All Customers
Set up Customer App Access
Contracts Management
Contracts Management Overview
Contracts: Standard HWIT Templates and Contract Creation
Contracts: Integrating SignNow
Contracts: Generating a new SignNow document
Customer Info Questions
Home Watch In Residence
Using the "Upsell" feature in In Residence portal entry
G-01 In Residence Calendar
Home Watch Issues
Using the Issues Application
Integration of SafetyCulture Actions and HWIT Issues
Adding the Issues List, Work Order Lines & Weather to SafetyCulture Reports
Integration of MonitorQA Corrective Actions and HWIT Issues
Home Watch Invoicing
Managing Invoice Numbers between QB and HWIT
Credit Card Surcharges
QuickBooks: Best Practices For Receiving Customer Payments
Adding Credit Card Surcharges
How to add Time Tracking Entries to an Invoice
Crediting surcharges if a customer pays cash
Billing Monthly Service Charges or Administrative Fees
I-01 Invoicing Work Orders
I-02 Editing Invoices
6/10/20 - Webinar - Reconciling your Work Orders and Billings
Prepayments
Using and Managing Prepayments
Using Credit Invoices to Record Customer Prepayments
Refunding Prepayments to Clients
Home Watch Planning
Price Planning - Updating prices automatically
Property Statistics
Using Time Tracking
How to email or notify customers about a price increase
Timeclock: Punching In/Out
Home Watch Route Technician
Flagging a Work Order for an expected vendor bill
Texting Customers On The Way
RT-01 The Route Technician Application (with MonitorQA)
RT-01 The Route Technician Application (with SafetyCulture/iAuditor)
RBO Management
Tutorial #7: RBO Processing
Automatically loading Evolve Rentals into the RBO System
Automatically loading Guesty Rentals into the RBO System
Vendor Management
Vendor Management
Assigning Vendors and Vendor Bills to Work Orders
Estate Management
What is the Estate Management App?
The Estate Management Preferences Screen
Converting Estimates to Work Orders
Price Levels by Customer
Release Notes
Release Notes - HWIT/Method Business Mgmt
Home Inventory
Introduction to the Home Inventory App
Setting Up a Maintenance Schedule
Working the Maintenance Schedule
HWIT Business Mgmt Tutorials 101
A-00 Start Here: An overview of the system and applications
A-01 An Introduction to the Dashboard
A-02 An Introduction to HWIT Software
C-01 Customer Maintenance
E-00 Intro to Work Orders
Training Options and Using the Project Plan
E-01 One-Time Work Orders
E-02 Recurring Work Orders and Series
E-03 The Work Order List and Bulk Actions
E-04 Series Best Practices
G-01 In Residence Calendar
I-01 Invoicing Work Orders
I-02 Editing Invoices
RT-01 The Route Technician Application (with MonitorQA)
RT-01 The Route Technician Application (with SafetyCulture/iAuditor)
MonitorQA
Learn how to conduct home visits on MQA
Learn about MQA templates
MonitorQA Title Page Modification
Dynamic Templates with MonitorQA
Webinar - 06/03/25 - Editing MonitorQA Templates
SafetyCulture
SafetyCulture Device Limits
Webinars & Other Info
Home Watch IT's RouteLite Anywhere
1/7/25 - Webinar - Best Practices With Series
11/13/2024 - Webinar - Open Mike Night
Training Options and Using the Project Plan
Preparing for a Storm or Other Event
Webinar - 06/03/25 - Editing MonitorQA Templates
02/06/24 - Webinar - Contracts and Customer Info
10/9/25 - MonitorQA for SafetyCulture Users
09/07/23 - Webinar - Different ways to start and send reports
7/7/23 - Webinar - "Open Mic" Night
2/7/23 - Webinar - Using Service Dates
2/1/22 - Webinar - Using the "Multi Series Extend" screen to easily manage seasonal clients
10/6/21 - Webinar - Managing Price Updates
08/03/21 - Webinar - Best Practice for using Work Order Instructions
12/2/20 - Webinar - How The Customer and Vendor Portals Can Benefit Your Business
6/10/20 - Webinar - Reconciling your Work Orders and Billings
Linking Fields: List of Available Fields
Grid Lists - Flexible and Powerful!
PCI Compliance Checks
6/7/22 - Using Email Templates
Home Watch Admin
HWIT Business Management
Sections
Work Orders & Series / Scheduling
Creating & Sending Inspection Reports
Preferences
Processing Incoming Emails
Articles
AI Search: Mining Your Historical Reports and Work Orders
The AI Search feature allows you to use natural language to find specific data, trends, or history buried across all your previous reports and work orders.
