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GETTING STARTED

THE BASICS

Learn the basics of Xcelerate with these easy-to-follow videos.  Take it all in with Xcelerate 101 or take a look at our shorter videos below for a more focused approach.

XCELERATE 101

A comprehensive overview of the Xcelerate Platform


CUSTOMER INTAKE

NAVIGATION & JOB MANAGEMENT

WORKING A MASTER JOB

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SCHEDULING

SCHEDULING - FILE VIEW

Scheduling by file means nothing will fall through the cracks! 

SCHEDULING - BY EMPLOYEE

Also known as the calendar view. This view gives you maximum visibility

ADMINISTRATION

ACCESS

User credentials, company code & custom URLs can be obtained through your management team or by contacting Xcelerate support

USER CREATION

Information on adding new licenses and users.
 
 
 

USER PERMISSIONS

Setting your user's permissions 
 
 
 
 

FILE STATUS

Xcelerate has many standard file statuses available within the platform. Below you will find how they have been defined and the automated stages they will move through. Once the criteria are met, your Xcelerate files will automatically move through the file status. You are also able to create custom statuses as appropriate for your business. Check out our Custom Status written guide to see how!
File Status Defined
Autmatic File Status Updates

MILESTONES DEFINED

Milestones are key dates that should be noted during the progression of the job. In order to calculate accurate KPIs ensure your milestone dates are correct. Download the milestone definitions guide for more information!

Xcelerate Milestones Defined