Intro (0:00)
Enter and Edit Customer Information (0:18)
Customer Details (1:25)
Customer Actions (1:39)
Job Data- Create Jobs and Areas (1:50)
Assign Account/Dealer (2:13)
Copy Button (2:34)
Customer Search (2:47)
Refresh Button (3:13)
Magnifying Glass (3:23)
Quote Wizard (3:35)
Duplicate Customer(3:46)
Delete Customer (3:58)
Add Customer Files (4:09)

DoNow List:

Intro (0:00)
View Actions in the DoNow list (0:12)
Completing Actions in the DoNow List (1:13)
Adding Actions to the DoNow List (1:37)
View Other Users DoNow List (2:27)
Change date of Action in DoNow list (2:49)
Filter for Actions (3:21)
View Future Dated Actions (3:36)

Files:

Intro (0:00)
Attach Job Files (0:07)
Delete, View and Rename a File (1:00)
Create a Folder (1:22)
Email a File (2:11)
Download a File (2:23)
Local Files (2:38)
Browse Images (3:31)
Inventory File Images (3:50)

GridView:

Intro (0:00)
Search Record Type (0:09)
Query Filters (0:22)
Funnel Filters (1:08)
Basic View (2:18)
Include Related Data (2:41)
Include Actions (3:34)
Filter by Actions (3:41)
Saved Views (4 :29)
Hide Columns (5:23)
GoTo Record (5:36)
Task Menu (5:50)

Jobs:

Intro (0:00)
Create a Job (0:05)
Job Site Contact Info (1:09)
Assigned Roles (1:31)
Job Data- Tasks (1:43)
Move Job to Different Customer (1:55)
Job Details (2:10)
Create Areas (2:49)
Area- Tasks (3:38)
Job Files (3 :53)
Actions (4:03)

Maps:

Intro (0:00)
How the Map Ties in with the Scheduler (0:07)
View Map for Routes on Current Day (0:18)
Move Jobs to Different Crews/Teams (0:48)
Rearrange Jobs for the Day (1:05)
Color Wheel (1:35)
Review Job Color and Location on Scheduler (1:59)

Partners (Dealers):

Intro (0:00)
Dealer Tab Overview (0:25)
Set Dealer Payment Terms (0:49)
Define Dealer CalcType(0:54)
Define Dealer Job Process (1:00)
QuickBooks ID (1:11)
Bill To Customer (1:20)
Discount Percentage (1:30)
On Hold (1:36)
Customers Under Dealer Tab (1:57)

Reports:

Intro (0:00)
Overview of Reports Tab (0:05)
Select Criteria (0:11)
Null Checkbox (0:37)
Print, Save or Email Report (1:01)

Scheduler:

Intro (0:00)
Add an Action to the Scheduler (0:23)
Modify Actions (1:21)
Colors and Numbers on Action (1:47)
Go to Parent, Right Click (2:00)
Complete Action, Right Click (2:14)
Show Completed Checkbox (2:25)
Run a Job Report (2:40)
Overview of Screen Navigation (2:45)
Day, Week or Month Schedule (3:25)
Calendar (3:53)

Signature-Collection:

Intro (0:00)
Signature Collection Process Setup (0:10)
Add Text to Signature Form (0:40)
Changing Text on Signature Form (1:16)
Add Signature Action to Customer (2:08)
View Signature Form on Mobile App (2:30)
Sign Signature Form on Mobile App (3:07)
View Signature in the Job Files (3:25)

Administration:
Sku Items:

Intro (0:00)
Filter By Above Class (0:21)
SKU Classes Overview (0:58)
Add a SKU Class (2:24)
Add a SKU Item (2:34)
SKU Item Overview (2:50)
Import Multiple SKU'S (5:30)
Adjust Columns (5:49)

CalcTypes:

Intro (0:00)
Move SKU Items into the Cost Definitions for Calc Types (0:25)
Enter Cost (1:08)
Creating Categories (1:25)
Define Cost for Categories (2:50)
Overview of CalcType Settings (3:33)
Overview of Columns in the Cost Definitions (4:45)
How to Move the Slider to Increase SKU Items Portion of Page (6:47)

Custom Fields Configurations:

Intro (0:00)
Customize Detail Fields (0:20)
Add Custom Fields (0:40)
Create Dropdown List (1:10)
Edit Header Tabs (1:45)

Enterprise:

Intro (0:00)
Overview of Enterprise Tab (0:05)
Task Menu (1:02)
Users Overview (1:10)
Attach Roles (2:57)
Roles Overview (3:02)
Restrictions Grid (4:20)
Action Groups (4:29)
Maps (4:57)
Schedules (5:23)

Report Configuration:

Intro (0:00)
Where to Locate Reports (0:04)
Report Configurations Tab (0:40)
Add Reports (1:03)
Specify Settings on a Report (1:16)
Copy a Report to Create a New Version (1:56)
Set Report Permissions (2:20)

Quotes:
Basics:

Intro (0:00)
Quote Wizard (0:05)
Required Quote Information (0:30)
Override Section for a Quick Quote (1:00)
Add a Top (1:24)
Draw a Top (1:48)
Modify Dimensions (2:33)
Finish Edges and Add Backsplash (2 :53)
Refresh to Re-Center Tops (3:48)
Line Items (4:27)
Calculations by Slab (5:38)

Reports:

Intro (0:00)
Estimate Report Overview (0:17)
Optional Items on Quote (1:15)
Manually Create a Missing Drawing (1:50)
Quote Verbiage (4:10)
Print, Email or Save a Quote (4:24)
Standard Email Message (4:52)
Attached Files (5:44)
Other Internal Reports (6:20)

Advanced Drawing:

Intro (0:00)
Negative Edge (0:10)
Adding a Second Edge (0:33)
Dimension Location (0:50)
Rectangle Checkbox (1:03)
Adding an Angle (1:24)
Adding an Arc (2:29)
Adding a Bump Out or Notch (3:09)
Ellipse (3:50)
Creating an L Top (4:21)
Adding a Radius (4:58)
Adding a Cutout (5:25)
Adding a Split (6:03)
Adding a Seam (6:19)
Split Seams (7:01)
Text Box (7:25)
Extract Splash (7:57)

Fab Layout & Slab Image:

Intro (0:00)
New Fab Layout (0:50)
Adding Slabs for the Layout (1:21)
Placing Tops on the Slabs (1:44)
Sample Slab Images (4:00)
Actual Slab Images (6:13)
Crop a Slab Image (7:28)
Storage of Actual Images (8:11)
Unpin Windows (8:50)

Copies & Revisions:

Intro (0:00)
Revise Quote (0:09)
View Revisions (0:35)
Active Revision Box (1:14)
Revision Comparison Report (1:24)
Duplicate Quote (2:20)
No Total Report (2:36)

DXF Import:

Intro (0:00)
Import a DXF File Into Action Flow(0:10)
Import From Job Files (0:20)
Import From Computer (0:32)
Define Layers and How They Translate to ActionFlow (0:40)
Extract Information Into Quoting System (1:20)
Show Rectangle Dimensions Only (1:36)

Process Design:
Process Design Part 1:

Intro (0:00)
Create a New Process (0:21)
Create a New Action(0:57)
Create a Decision (1:15)
Set Start Date for Action (2:15)
Process Overview (2:36)

Process Design Part 2:

Intro (0:00)
Assign an Action to a User (0:15)
Manually Adding Required Actions (0:47)
Linked Actions (1:46)
Setting Start Dates for Actions (2:43)
Review How the Process Works (3:02)

Process Design Part 3:

Intro (0:00)
Add Predefined Comments to Actions (0:12)
Rich Text Box and Insert Variables (0:49)
Copying a Comment From One Action to Another (1:40)
Automatically Complete and Existing Action (2:22)
Review How the Process Works (3:16)

Process Design Part 4:

Intro (0:00)
Action Definition Grid Overview (0:31)
Decision Grid (4:07)

Inventory:
Enter Slabs:

Intro (0:00)
Create a New Order (0:08)
Duplicate Slabs (0:56)
Email/Print Purchase Order (1:25)
Actions-Order Slabs (2:03)
Receive Slabs (3:01)
Barcode Report (4:05)

Order Inventory for a Specific Job:

Intro (0:00)
Review and Determine What to Order (0:06)
Place Order and Track in Inventory (1:42)
Send PO to Vendor (4:00)
Receive Inventory (4:30)

Allocate Invoice:

Intro (0:00)
Allocate Invoice for Slabs (0:17)
Grid View- Allocate Slabs from Multiple Purchase Orders (1:42)

Fabrication:
Fabrication Overview:

Intro (0:00)
Job and Area Level (0:10)
Fabrication Tab (1:36)
Fabrication Scheduler (4:24)
DoNow List (5:06)
Search Scheduler for Material Color (6:04)
Complete Actions from Scheduler (7:20)
Show Completed Jobs on Scheduler(7:55)
Fab Scheduler Report (8:25)

Using Slabs:

Intro (0:00)
Inventory on the Grid View (0:19)
How to Mark a Slab as Used (0:35)
Creating a Remnant From a Slab (1:27)
Identifying Used Slabs/Remnants in the Grid View (2:05)

QuickBooks:
QuickBooks Integration

Setup:
Desktop Installation (Out of Browser Mode)

Intro (0:00)
Install ActionFlow (0:05)
Install Troubleshooting (1:30)

Setting Up Automated Payments

Intro (0:00)
Setup Payments Through Pay Simple Link (0:51)
Add Custom First Payment (1:45)
Create Account- Allows One to Make Changes/Edit Info (2:10)