Category: Training

Simple, customisable job management solution for all.

Scheduler Views

https://youtu.be/ijLhPx8BHdg Schedule Views In this training video we will be looking at the various options available in the Bizzow Scheduler module. Set up the options that best suits your business, whether this is applying business hours, applying a filter or changing your view. Maximise your assignees workload, plainly see job information and clearly see any…
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Invoices & Quotes

https://youtu.be/jL3iLwx3lHo Invoices & Quotes In this training video we will be looking at how to make a simple invoice template and how we can use this template to generate our own custom branded invoices. Put your best foot forward and represent your company in a professional visually pleasing way. Using our custom designer, you can…
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Mobile Forms

https://youtu.be/YvkgwYibwFw Mobile Forms In this training video we will be looking at how to create a mobile form and adjusting the setting to have the form appear on the mobile device when the user changes the job status to start.  This video will cover adding fields to a an event driven Job form and ad…
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Sending SMS messages with Bizzow workflows

https://www.youtube.com/embed/8WQuQUgzUS8 Sending SMS messages with Bizzow workflows Bizzow workflows are customisable! They provide the user with a simple way to create an automated response. This example video steps you through creating a workflow to remind the job assignee, via SMS, that their next job starts in 5 minutes. Top reasons our users use SMS’s Client reminders…
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Flexible Jobs Fields

https://www.youtube.com/embed/6uVvEAsP1c8 Flexiable Job Fields The Bizzow flexible mobile job fields provide you with another layer of customisation. You select the user defined fields you would like your mobile users to see and the order in which they see them. Top reasons our users use FlexiableJob fields Capture your own data Additional job states Data validation…
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Job Note Categories

https://www.youtube.com/embed/DgfV2chR1xk Sorting your Job notes into categoties The Bizzow job note descriptions provide a super simple way to add a level of categorisation and filtering to your job notes. Top reasons our users use Job note categories Sorting and filtering Internal / External note visibility Job card inclusions/exclusions Privacy

Custom Fields

https://www.youtube.com/embed/oNQO1DoMImo Custom Fields Did you know that our Bizzow users love the additional fields fields in clients, jobs and contacts?  These can be added to collect additional informaiton that you like to store, that is specific to your business needs.  It might be payment terms for example.  Need Help setting this up?  Please see the…
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Security & Roles

https://www.youtube.com/embed/QPpGMnzncgU Security and Roles There is nothing worse than finding out someone deleted data, because they did not understand the significance of it and once it is gone it is all too late. One really smart move, is to implement security and roles. This ensures that the right staff have the right access to the…
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Sending Emails

https://www.youtube.com/embed/3rIHOvG5DKM Sending an email Bizzow workflows are customisable! They provide the user with a simple way to create an automated response. This video steps you through creating a workflow to notify the client when a job has been booked for them and who will be coming to undertake that job. Top reasons our users use…
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