Topics: Opportunity

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Creating an Opportunity

Getting Started with RFID
- Getting started with RFID
News & Feature release updates
- July’20 Feature Update
- Feature Update – November 2020
Getting Started
Dashboard
- Using the Search Bar
CRM
Enquiries
- Making a New Enquiry
Opportunity
- Creating an Opportunity
Quotes
Inventory
Job
Scheduling / Calendar
Mobile JGID for field staff
Orders
Invoicing
Checklist, Picklist, JHA
- Generating the quote/job checklist
- Job Hazard Analysis – JHA
Settings
- Settings – Brief overview
- The 4 different JGID account types
Dropbox
- Connecting to Dropbox
Add Ons
- Push an invoice from JGID into Xero
- Connecting JGID to XERO
The Master Matrix
FAQ Section