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THE BASICS

Start with Xcelerate 101 for a comprehensive overview, or explore our shorter videos below for a more targeted learning experience.

XCELERATE 101

Learn the basics of Xcelerate from gaining access and closing your first job to managing all your projects and reporting.

Sit back, relax, and you'll be entering jobs in no time.

GAINING ACCESS & NAVIGATION

DASHBOARD & NAVIGATION

ENTERING JOBS

MASTER JOB CREATION

Written Guide for Master Job Creation

JOB FILE CREATION

Written Guide for File Creation

SCHEDULING

Scheduling your team with Xcelerate is seamless and flexible. You can manage your job files and workload from multiple points within the platform.

With our integrations with Google and Microsoft, you can ensure that every appointment is accounted for and nothing falls through the cracks.

Setting up your Google & Microsoft Integration

 

BY JOB FILE

Scheduling within the file is a quick way to dispatch your team for the job file you are working on

Written Guide for Scheduling within the job file

 

FILE VIEW

This view allows you to see all your files at a glance and ensure that each job has your teams full attention.

Written Guide to Scheduling by File

BY EMPLOYEE

This view allows you to see all your files at a glance and ensure that each job has your team's full attention.

Written Guide to Scheduling by Employee

MOBILE 

Flexibility in the field is crucial for your success and being able to schedule your team is no exception.

Writen Guide for Mobile Team Scheduling

DOCUMENTATION

FIELD DOCUMENTATION

Keeping you productive in the field is our top priority because we know it is for you too. Documenting your jobs through Xcelerate Mobile is easy and efficient. In this field-oriented video learn how to: 

  • Time Tracking
  • Navigation
  • Customer Communication
  • Integrations
  • Task Management
  • Photos
  • Forms (Electronic Signatures, etc.)
  • Notes

OFFICE DOCUMENTATION

Communication between field and office is critical and Xcelerate makes that seamless. In this office-oriented video learn how to: 

  • Photos
  • PDF Creation
  • Customer Communication
  • Integrations
  • Notes
  • Forms (Electronic Signatures, etc.)
  • Financials
  • Task Management
  • Merging Files
  • File Status
  • Closing Files

DOCUMENTATION RESOURCES

Status Guide Downloads

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!
Milestone Defined Download

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!

 

JOB FILE MANAGEMENT

Managing all your jobs from a single screen is one of the standout features of Xcelerate. With customizable views, you can effortlessly oversee your entire team and workload, gaining instant clarity on the status of every job.
 
This streamlined approach not only simplifies job management but also enhances efficiency, allowing you to quickly address any issues and make informed decisions. 
 
PRO TIP: Right click within any report to export
 

REPORTING

Unlock the full potential of your company with Xcelerate's robust reporting.
 
Whether you utilize our 50+ curated reports or learn how to customize reports to fit your specific needs, you can harness your data to make informed choices that enhance your operational efficiency and drive your business decisions.
 
PRO TIP: Right-click within any report to export
 

CONGRATULATIONS!

You now have everything you need to know to start entering jobs in the platform!

NEXT STEPS

XAcademy - Administration
XAcademy - CRM

CRM

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