Overview

Getting to Know DSM

Simple Navigating in DSM

DSM Work Flow

Key Screens and Functionality

The Scheduling Screen (dispatching screen)

The Order / Job

The Customer

Billing

General Step-by-step Instructions (dry run through DSM)

Entering a new customer

Entering a quote

Taking a quote to an order

Assigning & Dispatching The Job/Order

Entering the Job Ticket

Billing Basics

Entering Payments, Adjustments & Credits

Returning a check or payment (Bounced check)

Retention

Sending Statements

Send Collection Letters

Advanced Step-by-Step Instructions

Using Purchase Orders (basic)

Using Service Records - Trucks & Equipment (basic)

Misc.

Writing off / adjusting invoices

Setting Worker Qualifications

Combining Jobsites

Using Daily Notes

Configuring Email signature

Sales & Marketing Tools

Using New Customer Leads tool