Author: Nic Widhalm

How can I set rates and costs for a particular skill?

June 19, 2017
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With Cloud Coach PSA, users can quickly and easily set rates and costs on skill types for automatic budget creation. In this week’s video, the team discusses how you can tag rates and costs against a particular skill in just two minutes! TRANSCRIPTION: Hello everyone, thanks for joining us. I’m Nick from Cloud Coach and […]

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How Can I Track My Time Using Salesforce Chatter?

June 9, 2017
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This week the Cloud Coach team discusses the three ways you can quickly capture time, including using Salesforce Chatter. TRANSCRIPTION: Hello everyone, Nic here from Cloud Coach. Today we’re going to be discussing how we can track time using Salesforce Chatter. I’m going to start on our project for Customer Onboarding. To review a couple […]

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How to automate project creation

June 2, 2017
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This week the Cloud Coach team┬ádiscusses automating your project creation, and answers the question, “How can I quickly turn a sale into a project?”

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Can I track expenses on a project?

May 26, 2017
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When you’re working on a project and need a quick way to enter your expenses, Cloud Coach has you covered. By using our Project Financials tab, users can quickly enter and track expenses on their project, sort them by date, and even categorize by CAPEX and OPEX. Join the team this week as they answer […]

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