Op Rover > Tutorials

Tutorials

You may not have all links to see here on your system depending on the status and pages you been allow to see

Customer -Tab

Customer - Add Customer - One way you can add customers into the system.
Customer - Customer List - a data base of all customer that ever contacted the company.
Customer - System Wide Search - How you can search the system for past client information.
Customer - Duplicate Customers - A way of combining duplicate customers that may have gotten entered into the data base
Vendor - Vendor List - List of vendors a their contact info that been added to the system and what products they sell
Vendor - Add Vendor - This is how you add a vendor to the system
Vendor - Vendor POs - This is a list of vendors PO #'s that been made
Vendor - Create PO - How you create a PO #

Leads/Sales/Bids - Tab

Leads - Create Lead - This is how a lead gets added to the system
Leads - Lead List - Skew list that holds all leads until a salesperson is assigned to the lead
Leads - Leads Scheduled - Slew list that holds all leads that has been scheduled for a sales appointment
Leads - Leads Map - Google map of where all leads & inspections are located
Leads - Scheduling Map - Google map of where the scheduled leads are located.
Leads - Overall Map - Google map of all leads that has been added to the system from a date range
Sales - Sales List - Skew list that holds all clients that had a salesperson look at their project but not yet had a bid delivered to that client
Sales - Sales Map - Map of where all the clients that are on the sales list
Sales - Sales Lost - Skew list that hold all sales that got deleted because the company never got the project
Sales - Salesman Report - A page that has several reports that shows how a salesperson is preforming.
Sales - Follow Up - Skew list that hold people that want a follow up call at a later data that will repopulate on to the lead list at that data.
Sales - My Commission - A place a salesperson can find their commission break down and what been paid
Bids - Bid List - Skew list of the bids that been made that not accepted as a job or we know that been done by another company
Bids - Contracts Not Sent - Skew list of clients that bids that have been done and moved over to the bid list but the salesperson didn't indicate that the bid been sent out.
Bids - Bids Lost - Skew list a bids the company didn't win
Inspections - Assigned Maintenance Forms - Skew list that holds all maintenance forms that are assigned to be done
Inspections - Completed Inspections - Skew list of all Maintenance inspection have been done and the link to the invoice and report associated with that inspection
Dashboard - Landing page where the health of the company jobs is summarized

Jobs - Tab

Crew - Clock Users into Job - Where a person goes to clock in a crew (multiple employees) into a job
Crew - Default Crew Members - Place to set a default crew for each crew leader.
Jobs - Jobs List - Skew list that holds all jobs sold, but not yet started
Jobs - Jobs Started - Skew list that holds all jobs that have been started and in progress
Jobs - Jobs Completed - Skew list that holds all jobs that are completed
Jobs - Jobs Invoiced - Skew list of all jobs that have been invoiced
Jobs - Deposit List - List of jobs that made a down payment on their project
Jobs - Jobs Map - Google map of where all jobs (job list & Jobs started) are located
Jobs - Completed Map - Skew list of all complete jobs with links back to the bid and all information collected on that job
Jobs - Next Year's Jobs - Skew list that holds jobs you can't or won't start until the follow year
Service Tickets - Create Service Ticket - Where you create a Service Ticket (ST)
Service Tickets - Service Tickets - Skew list of all the service tickets to be done
Service Tickets - Completed Service Tickets - Skew list of all completed service tickets with links to information like Daily's and nots that entered
Service Tickets - Service Tickets Invoiced - List a service tickets that's been invoiced
Fixes - Fixes - Skew list as all fixes (clients call in problems) that we having yet went out a addressed
Fixes - Fix Search - A place to look up past fixes by the clients name or company name
Fixes - Completed Warranty-Non-Warranty- Inspection Fixes - We categories fixes by three ways these are skews holding past fixes in each category
Timer Entries - Crew Time Percentages - A place that generates by date range when % of time is spent done shop/admin hours vs Billable hours
Timer Entries - Timer Reports - Report generated on employees that have been clocked in different jobs or charge codes like shop.
Timer Entries - Timer Entries - Report generated on employees time they clock in on different projects each day
Timer Entries - Long Timer Entries - Report generated a list of employees that have been clocked in for a long length of time. Usually forgot to clock out.
Timer Entries - Time Entry Totals - Report giving days of the week that you can select to see what employees are working like on weekends.
Timer Entries - Add Timer Entries - A place to add missing timer entries
Timer Entries - View Clock in Locations - Google map that shows where employees clocked in and out from
Timer Entries - Currently Clocked in Users - When employees clock in it show that they are clocked in and what they are clocked into.
Timer Entries - Shop Hours - Report showing employees shop hours on a date range.

Crew/Reports - Tab

Safety Reports - Dot Reports - The reports generated on a pre-trip inspection done on a truck or trailer

Safety Reports - Inspection Reports - This a job inspection skew list showing passed or failed and notes

Safety Reports - Safety Topics - Topics discussed as tool box talks on job sites showing who was there the topic and time the tool box talk took

Safety Reports - OSHA Violations - A place to document where your employees are falling short and need to improve on safety

Safety Reports - Inspection List - Skew list where you can submit a inspection report or see one that has been done

Safety Reports - Edit Inspection Questions - Where you can make/edit the inspection questions on the inspections that are being done.

Forms/Test - Assign Forms or Form Assignments - This is where you assign forms (OSHA/Test/Maintenance) to a crew members or jobs

Forms/Test - Create Safety Form - Where to make Safety forms - Normally they are JSA's or safety equipment inspection forms

Forms/Test - Create Test - Where to make test for understanding of topics. Like Ladder safety, etc.

Forms/Test - View/Take Safety Forms - If you don't want to assign the safety form you can go here to take view the take the safety form

Forms/Test - View/Print Safety Forms - Where to view past safety form and the print them off

Forms/Test - View/Take Test - Where to view and take a test without it being assigned

Forms/Test - Test Reports - To view a list of test that each person has taken

Forms/Test - Create Maintenance Reports - Where to make a maintenance report

Forms/Test - View/Take Maintenance Report Where to go to take a maintenance report with out it being assigned

Certification Hours - ABAA Reports - Where to fine hours employees have worked on jobs that ABAA would classify as jobs for there accreditation program

Certification Hours - SPFA Reports - Where to find hours employees have worked to SPFA jobs for accreditation

Crew Ratings - When filling out the daily report it colors yellow (normal), Red (below) Green (above) and show the result of all those entries

Job Hours - The place where the hours filled out in the daily boxes becomes useful information to know if certain job have the right hours being calculated into them

Job Dashboard - Where to see if employees are filling out there daily forms and making them complete

Fuel Entries-1 - Why behind the fuel reports

Fuel Entries-2 - Moe on how to fill out a fuel report.

Member Area - Tab

Scheduling a Salesperson - The process of how to schedule a salesperson

Messages - Compose Message - Internal message board where employees can send messages to each other or multiple employees at the same time
Messages - View Messages - Where you can see all the message you sent or received over the system
Notes - Daily Notes - Where you can go to leave a note on the system - Not a job daily note
Notes - Daily Notes Log - Where all notes can be found that have been left in a day to day format
Notes - Required Notes - If you need to leave a note for a job this is where you can go to do that
PTO - Manage PTO & PTO Calendar - This is where the PTO Calendar is managed through these two pages
Calendars - My Personal Calendar - Were you can put thing you want to do here and this will also show up on the View personal Calendars
Calendars - Scheduling - This is the calendar where you go to schedule your appointments. Watch scheduling a salesman video above
Calendars - View Personal Calendars - Where you can go to see what ever employee has put on there own personal calendars.
Calendars - Started Calendar - Show all jobs that are started
Calendars - Company Calendar - This is google calendar that you manage through google. This calendar has all company meeting and event on it
Change Password - Where you can go to change your password
My Documents - Where documents you might want to have access to but not have to carry them with you. Like your ABAA or SPFA certificates.
Performance Violations - Where employee misconduct is entered into the system to keep track of it
Employee Documents - Has documents you might need from time to time like accident reporting procedure, Vehicle incident report, etc.
OSHA Documents - This is OSHA required information like: Fall Protection, Hearing conservation, etc. where you can download those documents
Company Performance - Weekly Profits - Show in a graph and a spread sheet the gross cash flow of the company
Company Performance - Expense Summary - Shows in a spread sheet expenses per category compare to date range or branch
Company Performance - Estimates/Actuals - Give a comparison of estimated cost verses actually cost per job then summarized that for all job in a date range
SDS Sheets - Where you have SDS sheet so each employee can have access to them
My Todo List - My List - Where you can go to see all job that are assigned to the crew members
My Todo Lit - Todo Map - Show in a google map all jobs/fixes that are assigned to crew members

Administration - Tab

Employees - Add Employees - Where to add new employees
Employees - Edit/Delete Employees - Edit existing employees information and delete employee if necessary
Employees - Resent Password - Where to reset a password if needed
Commissions - Commission - Table with commission is shown
Commissions - Commission Totals - Show what commission go to draw vs commission
Company Performance - Actuals - Came show job and % that when one crew works for another branch
Company Performance - Financial Manipulation - What to see what upcoming changes can do to cost like labor or material increases
Company Performance - Overview - Show if your on track to hitting past performance goal and your current goal
Company Performance - Financial Reports - Where you enter expenses and can generate what cash flow look like
Company Performance - Financial Summary - Input vender up coming bill and forecast cash flow
Company Performance - Financial Summary History - This show all past summary that were saved
Assigned List - Weekly Start Time - Enter when employee are to be at work by
Assigned List - Items Checked Out - Place to enter checked out items
Assigned List - DOT Equipment - Place to enter trucks and trailers
Assigned List - Vehicle Cost - Place to enter cost on vehicles repair of maintenance
Assigned List - Variables - Place to enter number the usually don't change which are used in calculations in the program plus some contract language
Wrong information entered Email - Where to change the email that goes out when a lead is generated
Assigned List - Bid constants - Where the back end to the bid are generated and how the back end works
Assigned List - Bid constants (Task set up) - More on the bid constants task set up for MR and Foam jobs
Assigned List - Add/Edit Bid Types - How to edit or ender new bid types
Pages - Page Permissions - Where to give or take away page permissions
Pages - Permissions & Order - More on Page permissions and order
Crew Leader Profits - Date collected on Crew and how profitable they are
Reference List - How to manage your reference list

Inventory/Products - Tab

Inventory - Inventory - Where to see what you have in inventory and what you will need for upcoming projects
Inventory History - See what products got add to the inventory and on what date
Transfer Inventory - To see inventory that got transfer between different branches
Manage Products - Add / delete / change the name on products
Foam - Add / delete / change name on foam
Warehouse Inventory - Add product to warehouse and transfer to a branch inventory

Business Tips

Setting Overhead & Profit #'s - How to set up the correct overhead on profit for your company
OpRover & Pictures - How pictures get linked to the system
Overview of OpRover - This is and overview of the entire program

Doing bids

Bids First Time Set Up - How you set up a bid the first time
Bids with Tasks - How you make task to generate labor or material cost for you
Biding with a open contract - Why open contract is sometime necessary and therefore you have to add all words, labor and material into the system
Bids with another bid program - If you use another bid software to do your bids, yet have that need for CRM how to intergrade both
Bids with Perimeter Tasks - How to you a different kind of task to generate cost. Works more for linear cost that are not on a Square foot bases
Duplicate and Merging Contracts- You have two contracts and now you want one this shows how to merge the two contracts into one.
Setting Up a MR Bid by Using Task s - How to set up tasks for a meal roof (MR) so when entering the length and width to computer can calculate cost of material and labor
Setting up Interior Foam Bids - How to set up tasks for a foam roof (FO) so when entering the length and width to computer can calculate cost of material and labor
Doing Multiple Bids at the Same Time - How to do multiple bids at one time.

Bid Constants

Making the back End to Bids - How to set up to back end so when your doing a bid the computer can be smarter and figure most if not all the material and labor cost.

Inventory - Add, Edit and Delete Products and Foam

Inventory and Products & Foa m - How to manage your inventory or products including foam

Add and Edit Employee and Setting Roles

Add and Edit Employee and Setting Role s - Where to add/edit employee information

Clocking In and Out

Clocking In & Out - How employees clock in and out of the system to keep track of their hours

Bid List - Job List - Job Started - Job Completed

Bid List - Job List - Job Starte d - Explains the function of this list
Jobs completed - Explains the function of the job completed list

Filling Out Daily’s

Filling Out Daily’s - Explains how to fix out a daily form

Fixes

Fixe s - Explains the function of fixes and how they work

Inspection and Warranty

Inspection List & Report s - Explain the Inspection list and report as a function

Inventory

Inventor y - Show how to use the inventory

Assign Forms & Test

Making Forms & Test - How to make a test

Certification ABAA & SPFA

A BAA & SPFA Reporting - Why and how the system keep track of the ABAA and SPFA reporting for you

Change Orders

Change Orders - How to use change orders

Company Performance

Numbers and your Company - Data that being collected and what can be done with this information
Financial Expense Input - How to enter you back in cost into the system
Company Performance - Long video on how the system works knowing how the company is performing

Commissions

Items Checked Out

Items checked out - Where to enter items that employees check out like keys etc.

Lead & Sales List

L ead & Sales List - Explains the leads and sales list

Maintenance Reports

Maintenance Reporting $$$ - How to use and manage maintenance reporting

Reference List

Reference List - Once a job is make complete it automatically enters on to the reference list. This show how you can manage that list
Days and Reference Lis t - How to manage your Reference list

Service Tickets & Invoicing

S ervice Tickets Making - How to make a service ticket
Service Tickets Invoicing
Deposit List - List of all clients that have prepaid on a job
Job Invoicing & Payments
PO #'s - How to do and manage Purchases orders

Time Entries & Reports

T ime Entries & Report s - Explains how the time entries and report work
Adding Hours - Explains how to add hours to time entries
PTO - Taking & Managing - How to add and manage PTO

Trucks & Trailers

Trucks & Trailers - Where to add and remove trucks and trailers for DOT reporting

Variables

Variables - This is where you go to set up once numbers that usually don't change and remain constant. Some do change from year to year like labor cost.

Vendor List

Vendor List - list of all vendor that been entered into the system

Page Permissions & Order

P age Permission & Order - Where you can add or remove pages to employee can see if the global setting are not working for a certain employee

Dashboard

About Dashboard - Explains the dashboard

Fuel Reports

Fuel Report - How to fill out fuel reports