Koala Insulation - Quick Start Guide

Koala AI Chat Bot

Group Training Video Recordings: 

Week One Training

Week Two Training

Week Three Training

Week Four Training

How-To Guides

Set-Up

Configuring General Settings

Adding a User/Admin User in ServiceMinder

Adding Sales and Install team to ServiceMinder

Adding your equipment as Service Agents

Updating user notification settings

Time Clock Overview

Time Blocks and Holidays

Integrations: 

Outlook Calendar Integration

Company Cam Integration

Registering a Two-Way Texting Number in ServiceMinder

Applying for ServiceMinder Pay

More Info on SM Pay

SM Pay Onboarding Guide

Basic Workflow Video Overview

Adding a Contact

Scheduling an Evaluation

Completing an Evaluation (Web):

Completing an Evaluation on the Mobile App

How to Add Proposal Templates in ServiceMinder

Bundles & Options

Scheduling an Accepted Proposal: 

Multi-Day Jobs and Progress Invoicing

Rescheduling Jobs

Completing a Job on the mobile app(Retrofit or New Install)

Completing and Invoicing a Job on the Web Version (Closing out and invoicing a job from the office if your crew doesn't do it on their end)

PDF Attachments for Invoices

General Functions:

Snapshots Overview

Weekly/Monthly Reporting

Managed By Contacts

Other ServiceMinder Functions:

ServiceMinder Knowledge Base (Not brand specific, but full of useful guides and articles)

Mobile App Guides: 

Mobile App Overview

Koala - Completing an Evaluation on the Mobile App

Koala - Completing a Job on the mobile app(Retrofit or New Install)

Carry Over Appointments

Reporting