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This video will show you the In's and Out's of creating, assigning, modifying and managing work orders. This also includes projects and the ability to send out vendor reviews.

Work Order Training Video

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Work Order Training Video

Introduction to Work Orders

This video will show you the In's and Out's of creating, assigning, modifying and managing work orders. This also includes projects and the ability to send out vendor reviews.