Tutorial Videos and Onboarding
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