Training Program
Software Setup
- Google Drive
- Google Voice
Connecteam Training
- Getting Logged In
- How to Navigate Conneteam
- How will you use Connecteam for Invoicing
Invoice Ninja
- Getting Logged In
- Navigating the Dashboard
- Creating a New Client
- Adding Custom Client Data and Auto-pay Info
- Locating Archived Invoices
- The Activity Tab
- Products and Line Items
- Creating an Invoice
- Discounts
- Emailing Invoices
- Sent/Past Due/Drafts
- Pay by Check
- Processing Payment
- Editing an Invoice
- Creating a Client
- Running Reports
- Client Portal
Data Gathering and Record-Keeping
- Time Clock Data Gathering
- Client Manager Assignment Spreadsheet
- Finding Data
- Spreadsheets
- Forms
- Connecteam Cleaning Schedule
- Connecteam Form Submissions
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