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Quick Start Tutorials
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Arborgold Updates
- Arborgold Insider - Monthly Updates
- Arborgold Monthly Feature Additions
- Arborgold Monthly Improvements
- 8.1 Release Documentation
- 8.0 Release Documentation
- 7.14 Release Documentation
- 7.12 Release Documentation
- 7.11 Release Documentation
- 7.10 Release Documentation
- 7.9 Release Documentation
- 7.8 Release Documentation
- 7.7 Release Documentation
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Industry Use Cases
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Webinars
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Integrations
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Company & User Settings and Lists
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Services, Pricing, & Resources
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Customers (CRM)
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Jobs Management & Mobile Estimator
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Work Scheduler
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Arborgold Crew
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Accounts Receivables
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Payroll Tracking and Job Costing
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Supply Chain Management & Accounts Payable
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Communication and Renewals
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Reports and Analytics
Renewals Overview (10 minutes)
This video covers the absolute basics of running a renewal.
- How to Generate a Renewal Batch
- Understanding Generated Status
- How to Search and Filter in the Edit Renewals Screen
- Merging Renewed Jobs (Why do I need to do this?)
- How to Update the Resources
- How to Increase Service Prices
- How to Email or Print your Renewal (Communicate)
- Click here to learn how to delete a batch (not covered in video)
*If this is your first time running renewals, we recommend our comprehensive guide.
Here is our quick GIF of setting the renewal criterial
Here is a quick GIF of filtering and editing the renewal and sending an Email (Communication)
Last Updated by: Elizabeth on 10/02/23
Authored by: Elizabeth on 10/02/23