All Training Videos
- Basic Navigation [Video]
- How to Login to FP [Video]
- How to Add Notes to a Client Account [Video]
- Review of the FP CRM System [Video]
- Sales Pipeline Management [Video]
- Creating an Estimate & Adding a Job [Video]
- Using the Projects Module [Video]
- Creating Briefs in FP [Video]
- Using the FP Portal (Clients) [Video]
- Setting Up & Using the FP Portal [Video]
- Creating Schedules for Templates & Real Work [Video]
- Adding Schedules to Existing Jobs & Estimates [Video]
- Setting up FP Accountant [Video]
- Integrate with QuickBooks Online [Video]
- Adding an Expense [Video]
- Managing Simple Retainers [Video]
- Managing Robust Retainers [Video]