SquareCoil Training
Select your role to see the modules that apply to you.
Role
Sales
Creating jobs, design requests, estimates, proposals, shop orders, costing, purchase orders, change orders, and closing out.
13 modules
→
Role
Project Manager
Creating jobs, design requests, estimates, proposals, shop orders, costing, purchase orders, change orders, and closing out.
13 modules
→
Role
Shop
Getting started, clocking in and out, sending tasks, inputting materials, and uploading photos.
5 modules
→
Role
Install
Getting started, clocking in and out, sending tasks, inputting materials, and uploading photos.
5 modules
→
Role
Service
Getting started, clocking in and out, sending tasks, inputting materials, and uploading photos.
5 modules
→
Role
Accounting
Getting started, sending tasks, uploading documents, costing, purchase orders, and invoicing/closing out a job.
6 modules
→