Using Workflow Jobs

Plan: Available: All plans

Users: Available: All users

Practice Management Source: Available: All sources

These tutorials provide an overview of using Jobs in FYI, to assist with how to best use Standard and Workflow jobs in your practice.

Using XPM Workflow Jobs (Pro or Intermediate Plans)

Watch this tutorial to learn more about:

Using Workflow Jobs in practice
Housekeeping and enabling Workflow Jobs
The key differences when using Workflow Jobs
How to get the most out of Workflow Jobs.

Using FYI Workflow Jobs (Elite Plan)

Watch this tutorial to learn more about:

Using Standard jobs when invoicing clients for individual pieces of work
Using Billing and Workflow jobs for invoicing on a fixed-fee basis
The key differences when using Workflow Jobs
How to get the most out of Jobs in FYI.

For more information, refer to Info Guide for Job Types and Best Practice Guide for Jobs.

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