{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/575651a37a1e449db59d974f3617e323\" frameborder=\"0\" width=\"1788\" height=\"1341\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1341,"width":1788,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1341,"thumbnail_width":1788,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/575651a37a1e449db59d974f3617e323-b353a7148dc5ea58.gif","duration":661.933333,"title":"1. Login, Navigation, Customers, Properties, and Contacts [Essential Web]","description":"This Loom provides a first look at essential’s back-office training, starting with how to log in to grow.withessential.com and access the demo. It explains the main navigation, including the Customers page search, quick “+ New” creation, to-do notes, activity pulse, notifications, and an AI chat that can also help create records. The video then walks through the data structure, showing how a customer contains multiple properties and contacts, how property pages display jobs, quotes, invoices, a timeline, and reminders that also email based on personal notification settings. It concludes by demonstrating how to create a new customer, including required billing and property fields and the importance of contact roles at the customer and property levels, such as primary approval and on-site contact responsibilities."}