https://youtu.be/Oh90urGu8MM
Profile Settings
Changing your profile settings is very simple too. You can upload a logo or change any of your information.
https://youtu.be/CKBo7nI2YIM
Notification settings
You can turn customer notifications on or off. You can adjust the time frame to be sent and when you want an email reminder. You will receive a daily email with a link containing a report of the properties due for service.
https://youtu.be/3rPKsfNw9Gg
Create a Customer
Creating a customer is easy and you are not limited to how many contacts, email addresses and phone numbers. Sunshine Trackers believes having all of the information at your fingertips is important.
https://youtu.be/tjWLTBbKs_Q
How to Add a Property
Adding properties is very easy. Click on your customer, click add property and complete the fields then save.
https://youtu.be/8fHwJE1vhAQ
How to Add Equipment
Adding equipment is simple. Click on the customer, property and then add equipment. You can add as many pieces as you like including pictures. All of your air filter sizes and notes in the system.
https://youtu.be/qxL5IF_Oius
How to Create Reports
It’s very easy to gather reports and also download csv files. This is an elaborate system that is so simple to use. See all properties or customers on an interactive google map to help locate them.
https://youtu.be/8lEOeDRJUMQ
Google Interactive Map
Using the map you can see where all of the properties or customers are. It allows you to find the locations of the properties due for service faster. You can assign maintenance to technicians while in the same area. It’s much easier than trying to figure out a location using an address .
https://youtu.be/mjEOsMbPD30