Tutorial Videos and Onboarding
By Leif1 author47 articles
- On-boarding Checklist - Full
- 1.) Log in / Create Account
- 2.) Create or Join your Company
- 3.) Update/Edit company and User information
- 4.) Creating a Project
- 5.) Editing a Project
- 6.) Adding a Team Member to a Project
- 7.) Creating and Adding Areas
- Adding Schedules to your Project
- 8.) Input Area Information/Photos and Document Upload
- 9.) Edit Area Information
- 10.) Add Existing Fixture
- Creating a Custom Existing Fixture
- Adding an existing fixture to your Company Favorites
- Removing existing fixtures from your Company Favorites
- 11.) Edit an Existing Fixture
- 12.) Creating a Project Proposal
- 13.) Adding & Creating Solutions
- 14.) Creating a Custom Solution Product
- Creating an Exception Solution
- 15.) Editing a Solution
- How to make mass edits to Solutions & Proposals
- How to apply control savings to your project
- 16.) Input Additional Project Costs
- 17.) Review your Audit/Project
- 18.) Generating Proposals
- 19.) Customizing your Proposal
- 20.) Generating a Purchase Order
- 21.) Adding/Updating Retrolux Contacts
- Adding Maintenance Savings
- Adding Documents and Photos
- Setting up company defaults
- Create a default proposal layout
- Disable additional savings calculations.
- Export Audit Information
- Export Project Data
- 1.) Downloading and Logging into Retrolux Mobile
- 2.) Creating a New Project on Mobile
- 3.) Creating Schedules for your mobile project
- 4.) Creating Areas on Mobile
- 5.) Creating Sub-Areas on Mobile
- 6.) Adding Floor Plans & Pins
- 7.) Adding Existing Fixtures to an Area on Mobile
- 8.) Editing Areas
- 9.) Editing an Existing Fixtures
- 10.) Syncing and Uploading Project information from mobile
- 11.) Unsyncing a Project from the mobile app