Clients - Getting Started

Signing up with CLOUDWORK|PRO (Video)
Setting your company and user profile up at CWP is a breeze!  Simply select Sign Up from the login screen and follow the instructions.   Create your pers...
Mon, 21 Mar, 2022 at 5:30 PM
Inviting your Team
To invite users to your company, simply select the User icon in the main menu and then select the “Invite Users” button in the upper right-hand corner.   ...
Mon, 13 Mar, 2023 at 2:52 PM
Building a Work Order (Video)
Please watch the video for tips and tricks on creating a work order. 
Mon, 13 Mar, 2023 at 2:54 PM
Best Practices for Clients
Please see the attached document for some helpful hints when using CLOUDWORK|PRO.  
Wed, 8 Feb, 2023 at 10:21 AM
Your Personal Settings
Add your profile picture to your profile by simply selecting Users from the main menu and navigating to your user.  This is how you can update your profile ...
Mon, 21 Mar, 2022 at 5:55 PM
Dashboards (Video)
Your dashboard is what will keep you organized here at CLOUDWORK|PRO!  Take note of the different filtering that can be selected at the top in addition to t...
Mon, 13 Mar, 2023 at 2:54 PM
Client Onboarding Kit
See attached document for new client tips on getting started.   This document contains help on the following topics Building a work order Setting up ...
Wed, 12 Jul, 2023 at 2:28 PM