Getting the Most out of Jobs
Thursday 21st September 12:00PM AEST
Join the Client Success team in this 60-minute webinar to find out how you can leverage FYI to manage your jobs and complete client work effectively as a team.
In this webinar, we will cover:
- Setting up FYI to manage your Jobs
Phil will guide you through how to setup FYI to ensure you get the most out of job management and why managing jobs with FYI just makes so much sense.
- Effectively working with Jobs day-to-day
Robyn will then take you through how to use the dedicated Job Workspace and how to use your Home Workspace to manage your client work day-to-day with lots of tips and tricks shared along the way!
- Automating Job administration
Adam provides some insight into how you can use the Automation engine to handle Job administration. Please note to get the most out of this part of the session you will need to ensure you’re across the fundamentals of this feature.
- Managing your Jobs practice wide
Jess wraps us up with a demonstration of how to manage your Jobs practice wide by creating Custom Views to achieve visibility across all client work.
If you can’t make the live events, register to receive the resources post-event including the webinar recordings.