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Archive for the ‘Training Videos’ Category

In this video I go through some of the basics with respect to creating a new service ticket, attaching a unit and adding jobs and parts to it. It’s not meant to be a complete coverage of the topic but more of an overview. I also get into a few of the Job [...]

This video goes through the general processes of creating a very basic invoice with a single part. By the time its over, you should have a general understanding of how to create an invoice as well as how Lizzy™ deals with inventory processes that make her a step above the rest. We’ve been [...]

In this video I go through start to finish setting up and using the integrated payroll system in Lizzy™. This is obviously not meant to train you on the complete module but does give you a pretty solid foundation on using the Payroll system from start to finish.
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In this video I cover some of the processes related to using the Product Data Management Module (PDM). This module not only allows you to keep track of and schedule tickets for each of your developers/engineers…, but it also automatically interfaces to the CRM system in order to provide a seamless flow from the [...]

To help explain the way Lizzy™ differs from other applications out there, I’ve added a new video showing how you properly log calls and some of the extra things Lizzy™ allows you to track that some of our competitors might have overlooked. Hopefully you’ll walk away from this video seeing that we’ve gone the [...]