Resources/Help center/Video tutorials
Video tutorial
Every part of ECHOPS in the order you'll use it: getting around, sales, production, customers and team, money, and settings.
0:00 Intro 0:22 Getting around 1:04 Your Overview 1:49 ECHO, your AI assistant 2:30 Calendar and booking 3:06 Meetings 3:34 Chat 4:18 Calls and texts 4:50 Email 5:12 Leads 5:49 Estimates 6:31 AI design studio 6:58 The quote builder 7:36 Sending and signing quotes 8:12 Deals and handoff 8:55 The handoff checklist 9:19 Projects 10:00 Jobs and service plans 10:42 Orders 11:18 Labor 11:59 Change orders 12:41 Warranty and completion 13:04 Service calls 13:45 Apps 14:09 Client and crew portals 14:51 Contacts 15:06 Reviews 15:22 Feedbacks 15:49 Training 16:03 Knowledge Base and How-to Guide 16:20 Documents 16:37 Your team 17:19 Accounting and online payments 17:58 Reports 18:21 Payroll 18:55 Marketing and social 19:18 Company settings 19:44 Quote and Price Book setup 20:03 Automations, integrations and your data
Since this video: a few parts have changed. ECHOPS now has a Viewer role (opens every page, changes nothing, uses a seat). Crews are set up under Labor, then Crews & rates, on any plan, and on Solo and Crew that's also where each person's cost an hour is set; on Company, Payroll holds pay rates. Google Calendar, Gmail and Outlook all work now (reading a Gmail inbox inside ECHOPS comes after Google's security review). Each project now has a Schedule tab with dependencies and the critical path, and a Budget tab with its budget against what it has cost. Facebook and Instagram lead ads are still waiting on Meta's review.
Welcome to the complete ECHOPS tutorial. In about twenty minutes, you'll see every part of the app in the order you'll use it: getting around, sales, production, customers and team, money, and settings. Each part also has its own short video, if you want to go deeper.
The complete tutorial plays each part of ECHOPS in order:
That's ECHOPS from start to finish. Start with your trade, your prices and your first quote, and ask ECHO whenever you're stuck. Every part you saw has its own short video in Help and guide.
Filmed in ECHOPS with sample data.
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