Using the vWork website

Users

• vWork user permissions
• Web App Permissions: user permissions for Admins and Dispatchers
• Mobile Permissions: permissions for using the vWork mobile app
• User permission levels for the Web App and Mobile Permissions
• Manage customer information seen and used to create jobs in the vWork mobile app
• What do I need to check before I delete a user from vWork?

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Customers

• Bulk import and update customer information
• Create a Customer
• Delete or merge customer records
• Can I import my Customers from Salesforce/Xero/Quickbooks?
• Why do customers imported into vWork in bulk not show on the map?
• Customer custom fields

Jobs

• Using the Jobs tab
• Filter the jobs you see in the Jobs List
• Customize columns in the Jobs List
• Create and use a Favorite job search
• Create multiple copies of the same Job
• Assign jobs in bulk to a mobile worker

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Scheduling and Dispatch

• Introduction to the Schedule
• How do I customize my company working hours?
• Create a Job
• Assign a Job to a worker
• Customize the order that workers are listed on the Schedule
• Cancel or Delete a Job

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Invoicing

• Invoicing with vWork
• Add a Dynamic Invoice Description to vWork invoices
• Approve an invoice in vWork
• Configure the Jobs tab to show the 'Invoice Approved' status
• Automatically add worker hours, at a standard rate, to my invoices
• Automatically add mileage, at a standard rate, to my invoices

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Invoicing: Pricebooks

• Use a pricebook to manage invoice line items
• Create and edit pricebooks
• Add a pricebook to a template or a customer
• What is a Customer Pricebook?
• How do I know which pricebooks are associated with each customer?

Invoicing: Fuel Adjustment Factor (FAF)

• What is the Fuel Adjustment Factor (FAF)?
• Enable FAF and configure the FAF settings
• Set customer-specific FAF rates for selected customers
• Change customer-specific FAF rates
• Enable FAF for line items in a pricebook
• Apply FAF to invoice line items

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Quotes

• How Do Quotes Work?
• How Do I Enable Quotes?
• How Do I Create a Quote Template?
• How Do I Create a Quote?
• How do I Check the Status of a Quote?
• How do I Send a Quote to a Customer?

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The Map

• How do I find a Job on the Map?
• How do I search the Map?
• How do I View Unassigned Jobs on the Map?
• How do I View Assigned Jobs on the Map?
• How do I assign jobs from the Map?
• How Can I View a Replay of My Worker's Position?

Reports

• What are vWork Reports?
• Run an ad hoc report using Run Now
• Use the Date/Time Range filter when using 'Run Now' to generate an ad hoc report
• Export custom report data to a CSV file
• Scheduled Reports
• What are the default Time Range options in vWork Scheduled Reports

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Alerts

• What are Alerts?
• Alerts: frequently asked questions
• Set up an Alert
• What can trigger an Alert?
• What are Alert tokens?
• SMS or text alerts

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Dashboard

• vWork Dashboard

Messaging

• What is Messaging in vWork?
• Enable instant Messaging in vWork
• Instant message mobile workers in vWork
• What is Three-way messaging?
• How do I set up Three-way Messaging?
• Dispatcher: view and send Three-way Messages

Groups

• Using Groups in vWork
• Manage workers in different time zones

Optimization

• What is Route Optimization?
• Troubleshoot an optimization
• Set up vWork to use Route Optimization
• Set user permissions for Route Optimization
• Set start locations for Route Optimization
• Geocoded job steps and Route Optimization

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Repeating Jobs

• What are Repeating Jobs?
• Set up Repeating Jobs (v1)
• Prepare your vWork account to create a repeating job with Repeating Jobs v2
• Set up Repeating Jobs v2 (with Assets)
• Attach Assets in bulk to a repeating job with Repeating Jobs v2
• Use Template Cycles in Repeating Jobs v2

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Assets

• Import assets in bulk into vWork
• Health & Safety: Assets with Hazards
• vWork Assets
• Set up Assets in vWork
• Add custom fields to your Assets
• Generate invoice line items from Assets

Equipment

• vWork Equipment

Health and Safety

• What is Health & Safety in vWork?
• Turn on Health & Safety
• Health & Safety: Hazards
• Health & Safety: import hazards in bulk into the Hazards library
• Health & Safety: Tags
• Health & Safety: Events

Customer Portal: Set up and manage your Customer Portal

• What is the Customer Portal?
• Plan your Customer Portal
• Set up the Customer Portal
• Sign up and activate a Portal User
• Customize Portal User permissions and template access
• Give a customer temporary access to your Customer Portal for one job

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Using the Customer Portal

• Using the Customer Portal
• Create and view a job in the Customer Portal
• Using the Map in the Customer Portal
• Set up a Job Alert in the Customer Portal

Affiliate Accounts

• Use Affiliate Accounts to manage subcontracted work through vWork
• Set up an Affiliate Accounts relationship in your vWork account
• Create and manage an Affiliate Accounts job as the source account
• Manage an Affiliate Accounts job as a subcontractor

Projects

• What are Projects in vWork ?
• Why should I use Projects ?
• How do I Set up Projects?
• Project Job Dependencies
• Projects Advanced Features