ActionFlow Countertop Fabrication Software
Session 3: Benefits of Processes, Red Flags, and ActionPay
Contents
Intro (0:00)
What are processes and DoNow lists? (04:05)
Benefits of Processes (07:50)
Data from Processes - Power BI and AF Reports (08:20)
AF Report - Active Jobs (10:45)
AF Report - Totals Reports (11:25)
AF Report - Dashboard & Job Tracking (12:30)
Accountability - Job Tracking (13:20)
Accountability - Personal (14:40)
Accountability - Within a Team (15:40)
Scheduling & Future Planning (18:20)
Red Flags (20:00)
Setting up Red Flags (21:45)
ActionPay - with PaySimple (31:20)
Do you tell customers about CC Fees? (39:00)