Xcelerate Knowledge Base
Xcelerate Academy
The Basics
Administration
User Management
Integrations
Troubleshooting
Time Tracking
The Basics
Customer Intake
Scheduling
Mobile
Job Management
CRM
Reporting
Financials
Encircle
Advanced Configurations
Task Workflows
Customizations
Back to home
Xcelerate Knowledge Base
The Basics
Administration
User Management
Integrations
Troubleshooting
Time Tracking
The Basics
Customer Intake
Scheduling
Mobile
Job Management
CRM
Reporting
Financials
Encircle
Advanced Configurations
Task Workflows
Customizations
The Basics
Learn the basics of entering jobs, scheduling crews and navigating the platform
Xcelerate 101
Customer Intake
How to enter a Master Job
Creating a file
Scheduling
How To View Closed Jobs By File In Scheduler
Scheduling Technicians – Calendar View
Scheduling Technicians - File View
Scheduling from the Job File
Team Scheduling in the Mobile App
See more
Mobile
Mobile - Changing between Locations
Mobile - Job Management
Mobile - Time Tracking
Job Management
Opening A File Within The Same Tab Vs. A New Tab In The Browser
How To View Closed Jobs In Files
Master Jobs Required Fields
File Status Defined
Automatic File Status Updates
File View Navigation
Creating a Custom Job Report PDF
How to Add Photos On Desktop
What To Do When Email Is Not Sending
How to update an address to an existing file
How to update the 'referred by' field on the Master Job
Milestone Definitions
See more
CRM
CRM Overview
How to create routes in the CRM
How to view all files associated with a CRM Contact
CRM - Setting the Contact Cadence
Reporting
How to export Xcelerate Reporting Data
Reporting
Financials
How to add an Estimate
How To Add an Expense
How to add a Sub-Customer In QuickBooks Online
How to manually sync a file to QuickBooks Online
Encircle
What to do if Encircle Links Are Not Loading
