video1.0<iframe src="https://www.loom.com/embed/c0777828ac9d4aa1930c3bbcef983c6f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c0777828ac9d4aa1930c3bbcef983c6f-2011eecdc99eb3e1.gif252.381In this video, I walk you through how to add information to our Service Tracker system, starting with creating a new client. I demonstrate filling out the client form, including essential details like name, address, and client type, and how to save it. Once a client is created, I show how to add more information through the related list, including new contacts and actions for technicians. I also cover adding inquiries, scheduling jobs, and managing visits through the calendar. Please take a moment to familiarize yourself with these processes to streamline our operations.