HWIT Business Mgmt Tutorials 101

A-00 Start Here: An overview of the system and applicationsYour home watch business has many moving parts -- usually these can be broken into 3 pieces: the Field (what you do out at a property), the Back Office (op

A-01 An Introduction to the DashboardHi 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 thi

A-02 An Introduction to HWIT SoftwareThis video is to give you a brief overview in the construct of the business management system. Sometimes it can seem a little bit difficult when you think

C-01 Customer MaintenanceWe're going to start off with one of the most regular activities you're going to do in the system, and that's working on customers. So when you work on cus

E-00 Intro to Work OrdersIn this video, we're going to talk about some important concepts with regard to work orders. Work orders are very important as they are what drives the sch

Training Options and Using the Project PlanHi, today we're going to talk about the training programs available to you as a HomeWatch IT customer. So basically, we have two different programs. The fi

E-01 One-Time Work OrdersIn this video, we're going to look at one-time work orders. This is more of an intro to entering work orders. So we'll cover things on a pretty generic bas

E-02 Recurring Work Orders and SeriesIn this video, we're going to talk about series entry. So if you don't know what a series is, please go back and review the Intro to Work Orders video just

E-03 The Work Order List and Bulk ActionsThere is a lot of power to the system. It's available to you with a few simple keystrokes. And this video is going to cover a lot of that for you that you'

E-04 Series Best PracticesSo the whole idea is what is a series and why do we use it? So the easiest way to think of a series is it's basically your template that you're going to us

G-01 In Residence CalendarToday's video is about the in-residence calendar. The whole purpose of the in-residence calendar is a way for you to track when your customers are going to

I-01 Invoicing Work OrdersToday we're going to talk about invoicing invoicing within the HomeWatch IT home watch application is very simple and integrates directly with QuickBooks w

I-02 Editing InvoicesIn this video, we're going to discuss how you can actually update, delete, change, or just manage an invoice after it has been created. So you should have

RT-01 The Route Technician Application (with MonitorQA)Hi, today's video is all about the Route Technician application. So the Route Technician application has actually grown over the last couple years with add

RT-01 The Route Technician Application (with SafetyCulture/iAuditor)Hi today we're going to talk about the route technician application and this is going to be the first of a few videos the route tech or route technician ho