Date | Webinar | Link | Description |
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Oct 15, 2025 | Work Orders | Zoom Recording | What are Work Orders in Manage360 How to create Work Orders Different options for time tracking (clock in by job, clock in by labor type) Reviewing Substates Invoicing a Work Order
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Sept 17, 2025 | Accounting Connector (Advanced) | Zoom Recording | Reviewing Accounting Connector options and features Using Jobsites and Jobs to group invoices in QuickBooks Mapping/unmapping Accounts and Invoices Two-way Account sync feature
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Jul 16. 2025 | Change Orders | YouTube Video | What are Change Orders Different Change Order features (add, remove, substitute, and adjust) Reverting an approved Change Order Creating a Change Order Proposal
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May 14. 2025 | Construction Job Tracking | YouTube Video | Job Tracking using Timesheets Job Tracking using the Job Actuals tab within a Job Adding Actual cost of items Adding substituted items for job tracking purposes
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Apr 16, 2025 | Maintenance Job Tracking | YouTube Video | How Maintenance Job Tracking works How to view data as the job progresses Different reports that can be generated Christian Brown from Perfect Landscapes will be joining.
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Mar 12, 2025 | Building Advanced Kits | YouTube Video | |
Feb 19, 2025 | Scheduling and Routing Tips and Tricks | YouTube Video | |
Jan 15, 2025 | Reports and Budget Updating Webinar | YouTube Video | Using the profitability reports from Manage to determine revenue, and total cost of items sold extract that data and entering into the budget spreadsheet updating Manage with the new values.
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Sept 18, 2024 | Maintenance Renewals | YouTube Video | Preparing for the Renewal Process Managing Kits and Services Navigating the Renewals Page Renewing Maintenance Contracts Updating Pricing During Renewal Using Bulk Renewal Tools Reviewing and Fixing Renewed Estimates Filtering for Specific Services Finalizing Renewals to Jobs Q&A and Troubleshooting
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July 17, 2024 | General Tips & Tricks | YouTube Video | Creating and Using Custom Views Housekeeping for Estimates Managing and Closing Jobs Keeping Billing Up to Date Custom Reports in Manage360 Proposal Display Options Cleaning Up Opportunities Mobile App Tip for Material Tracking Best Practices for Snow Work Open Q&A and Report Use Cases
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May 15, 2024 | Scheduling and Routing | YouTube Video | Manually Scheduling Maintenance Visits: Learn how to efficiently schedule maintenance visits to maximize productivity and minimize downtime. Utilizing the Calendar for Scheduling Visits/Work Orders: Discover the power of using Manage360's scheduling tool to streamline your scheduling process and ensure timely completion of work orders. Creating Routes: Explore techniques for creating optimized routes that save time and resources, allowing you to serve your customers more effectively. Rescheduling: Understand how to adapt to changes in scheduling requirements seamlessly, ensuring flexibility without compromising efficiency. Adding Routes/Scheduled Visits to Timesheets: Learn how to integrate scheduled visits and routes into your timesheets for accurate tracking and reporting.
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Feb 21, 2024 | Updating Budget and Costbook | YouTube Video | Plant/Material List Management: Costbook Item Archiving: Budget Spreadsheet Review: Reports for Cost Analysis:
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Nov 8, 2023 | Reports Webinar (with mention of Custom Reports service) | YouTube Video | The Manage360 reporting engine Different locations that reports can be accessed and run from Modifying existing reports Detailed examples of common reports that are run out of Manage360
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Sept 27, 2023 | Billing | YouTube Video | How to create invoices from various locations within Manage360. How to bill construction change orders. Creating invoices for non-contract time and material jobs. Maintenance installment payments. Using the accounting connector to post invoices to QuickBooks Desktop and QuickBooks Online.
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July 19, 2023 | Mobile App | YouTube Video | How to download, install, and login to the mobile app Timesheets and how they are displayed on the app Clocking into a construction job Clocking into multiple maintenance jobs Job actual reporting
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May 17, 2023 | Timesheets | YouTube Video | Viewing crew instructions Uploading photos and videos to the timesheet Timesheets and how they integrate with job tracking How entered time is allocated back to relevant labor types How job actuals for items & materials are entered and reflected back to the job The Mobile App for crews streamlines the whole process. Job Actual Reports and their ability to provide insight into job progress.
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