In this video, Ian will be walking us the signing up process. He will take you through it step by step and point out key information that you don't want to miss.
BMS 02 - Adding Users
In this video, Ian will be walking us through the process of adding new users and creating access level groups to our business.
BMS 03 - Adding Sales Leads
In this video, Omar will be walking us through the process of creating a sales lead, adding products and Attaching forms to the sales lead
BMS 04 - Creating Customers
In this video, Omar will be taking us through the process of creating and managing customers within BMS.
BMS 05 - Quotes
Here, Ian will go over the process of creating quotes within BMS. Ian will show you how BMS can create an initial quote all the way to the details of creating multiple dynamic quotes for customers to customise.
BMS 06 - Jobs and Job Schedule
In this video, Ian will be going over the basics of the Job menu. How you can use it and how it works together with the job scheduler.
BMS 07 Form
In this video, Ian will take us through the procedure of creating and using digital forms within BMS.