COMPASS – Training

accounting_76v3o02f

This training will help users learn the basics for using Compass.  This course will cover the following topics:

  • Getting to know your Dashboard: What are widgets and which do I need?
  • Navigation: What do all these buttons do?
  • Customer Records: Searching, finding, creating and understanding the customer record.
  • Scheduling a Visit: Covers the 3 methods for scheduling a visit and the pros and cons of each
  • Reviewing the Visit Page: How to navigate and utilize the “Visit Details Page”