Production Manager Lightning
This Course reviews how to setup Project Templates and apply them to a Project. We will cover how to Schedule and Reschedule Installations. We will cover how to Assign Sale Items and Payments to Projects, enabling you to track Project Price and Project Balance separate from Total Sold Price.
We will show you how to use List Views to track similar steps across different Projects. And we'll show you how you can start tracking Profit on every Project by using Project Cost records.
Finally, we'll show you the Out of the Box Reports available for your Production staff.