Resources/Help center/Video tutorials
Video tutorial
The menu, the top bar, search and a few shortcuts that save you clicks.
0:00 Intro 0:10 The menu 0:34 Tabs 0:42 What you see 0:56 The top bar 1:12 Search 1:30 Inbox and alerts 1:49 Your account 2:05 Undo 2:18 On a phone
Welcome to ECHOPS. This video shows you how to get around: the menu, the bar across the top, search, and a few shortcuts that save you clicks.
The menu on the left holds every part of ECHOPS. Home is your Overview, and Calendar comes next. Then your work sits in groups. Work, for meetings, chat, calls and email. Sales, for leads, estimates, quotes and deals. Production, for your jobs. Customers and team. And More, for accounting, reports and payroll. Apps and Settings sit at the bottom.
Click a group, and its pages show as tabs across the top, so you can move between them without going back to the menu.
You only see what you use. Your trade decides which sections show, your plan decides which features are on, and each person's role decides what they can open. Owners can change all of this in Settings.
The bar across the top works on every page. On the left is your company. Then search, New quote, the phone, chat, and Ask ECHO. On the right are your inbox, your schedule, your notifications and your account.
Click search, or press Command K on a Mac, or Control K on a PC. Type a name, a phone number, an email or a quote number to jump straight to it. Type the name of a page to go there. Or ask ECHO a question from the same box.
The inbox shows what's waiting on you: new leads to call fast, follow-ups due today, and your to-dos. Switch between Mine and Everyone. Your schedule shows today's appointments, and the bell holds your notifications. Turn on alerts for this device, and they pop up even when ECHOPS isn't on screen.
Click your photo for the account menu. Open My profile to set your photo, phone, time zone and email signature. Choose light or dark, or match your computer. Help and guide, and the two-minute tour, are here too.
Moved something by mistake? Click Undo on the note that pops up, or press Command Z, or Control Z. Moving a lead, a deal or a project can be undone this way.
On a phone, ECHOPS fits the small screen. The menu opens from the top left, and the bar along the bottom holds Home, Chat, ECHO, Calls and Alerts.
That's the layout. Next, a look at your Overview, the page you land on every morning.
Filmed in ECHOPS with sample data.
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