Ignition - Building Workflows & Jobs
The power of Ignition is the automation and connection to your job management system. Learn how to create proposals and deploy jobs into your practice management system.
Course curriculum
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Welcome to Building Workflows & Jobs with Ignition
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In this Course
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Overview
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Client vs. Proposal Billings
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Setting Client Billings
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Client Billings
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Client Billings - Knowldege Check
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Overview
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The Workflow Wizard
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The Workflow Wizard
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The Workflow Wizard - Knowledge Check
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Overview
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General Settings
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General Settings
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General Automation Settings - Knowledge Check
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Overview
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Templates
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Templates
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Templates - Knowledge Check
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Overview
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Recurrence Settings
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Recurrence Settings
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Job Recurrence Settings - Knowledge Check
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About this course
- 36 lessons
- CPD: 1.5 hours
- Admin Team
More with Ignition
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Ignition - Fundamentals
CourseEliminate the friction by sending your clients a single smart proposal they can read, sign and pay for in one place. Ignition powers this process to enhance your client experience.
Free
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Ignition - Creating a proposal for an Individual Tax Return
CourseIgnition allows your team to create proposals for an individual tax return that can automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
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Ignition - Creating a proposal for a Business Client
CourseIgnition allows your team to create business proposals containing multiple services that can be split into individual projects to automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
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Ignition - Customising Templates & Services
CourseEfficiency is gained by having a robust and standardised service library. Learn how to customise your services, engagement terms and proposal templates.
Free