Session 8: Paperless and Mobile Apps

Contents

• Intro (0:00)​
  
• Paperless App Value Proposition (02:30)
  
• Example Form & PDF Creation (05:30)
  
• Setting up Paperless in Desktop (07:50)
  
• Paperless Demo Setup (11:45)
  
• Paperless Demo (12:40)
  
• Downloading Jobs (14:00)
  
• Using & Saving Forms (15:30)
  
• Handwritten Notes (18:20)
  
• Signature Collection (19:10)
  
• Uploading Forms (20:10)
  
• Accessing Completed Forms in Desktop (21:30)
  
• Updating Jobs based on Forms (22:45)
  
• Paperless & Mobile App (26:55)
  
• Mobile App - Actions (30:30)
  
• Mobile App - Jobs (32:00)
  
• Mobile App - Inventory (32:45)
  
• Mobile App - Files (33:30)
  
• Mobile App - Collecting Payments (35:10)
  
• Mobile App - Customers (36:40)
  
• Mobile App - Account Search (37:45)
  
• Mobile App - Scheduler (38:10)
  
• Mobile App - Inventory Search & Scan Update (38:50)