Epix Videos

How to import values from a certificate from your client to mark applications as paid.

Use our generic job importer to upload jobs to the system in bulk. Particularly useful if you receive a large volume of jobs in one go from your client.

How to use our Projects Module to manage a project. - Creating a project - Understanding the projects sheet - Creating jobs - How what happens on a job feeds into the project (Music from bensound.com)

How to create, issue and complete a post inspection. (music from bensound.com)

How to create and issue FRA survey jobs and subsequent jobs for remedial works. Music from bensound.com

How to complete Remedial Works for FRA jobs using the mobile app (Music from bensound.com)

How to use our FRA Mobile App to complete a penetrations survey. (Music from bensound.com)

- How to setup a file to use for importing your jobs - How to import a set of jobs to a project (Music from bensound.com)

How to export sales and purchase invoices out of the system into csv files ready for upload into your accounts software. Also, how to find previously exported batches of sales / purchase invoices (Music from bensound.com)

Our new and easy screen to help split the times across multiple jobs on a visit in our RACSAMS system. (Music from bensound.com)

How to use the 'issue bulk' feature to issue jobs out in bulk to your operatives. This is particularly useful if you have a list of similar jobs grouped by trade or skillset or even dates that you want to hand out to the same operative. (Music from bensound.com)

Using communications templates to setup emails. (Music from bensound.com)

How to set the advanced options with the contract setup. It will help you to watch the first video in how to setup / edit contracts before this one. (Music from bensound.com)

Recording a visit using the back office system. Useful for those operatives who do not have the mobile app to record their own visits. In the back office system you can record a visit yourself on a job: - Who went to the job - What times they spent working vs travelling - What work they did - Materials they used Also covered is how to personalise your record visit screen.. (Music from bensound.com)

How to add a new contract to the system and the process of editing an existing one. (Music from bensound.com)