Deep Dive Session 5 - Follow Up

Review

If you'd like to review any of the material covered in the deep dive session again, click on the article below. 

• Deep Dive Session 5 - Preparation

Knowledge Check

Take a few minutes to complete the Knowledge Check below. This helps your onboarding specialist identify areas where you may want extra support.

• Start Knowledge Check

Assignments

Please complete each of the following tasks before your next session. Don’t worry—your onboarding specialist is here to help if you get stuck.

    ✅Create a Change Order

    ✅Create a Back Charge

    ✅Apply a Back Charge to a Payment

    ✅Move a project into the Warranty phase.

    ✅Create a Warranty Claim.

    ✅Create a Milestone to be viewed in the Customer Portal.

    ✅Add a project package to a project.