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Learn About Each Tab on Your PMI Dashboard
Step 1 - Getting Pins On Your Map and must knows!
Must Know Right away
Supply Companies
Spreadsheeets from CRMs
Manufacturers
Step 2 - Adding Photos To Your Portfolio
Photos from your CRM, Cloud Services, Your Computer
Adding photos through CompanyCam
Adding photos from your phone
What makes a good photo - Telling your project story
Step 3 - Getting Google reviews on your map
STEP 4 - Google Business Integration - Bring in your reviews - Post to your GBP
Troubleshooting
Post Directly to your Google Business Profile
Step 4: Adding PMI to your Website
Step 5 - Recorded Trainings
Training #1 - The Basics (32 minutes)
Trianing #2 - Sales Training
Reviews Training - Tap cards and building out your "Reviews Landing Page"
Step 6 - Learn about our Review Platform
Step 1: Watch me first
Step 2 - Learn how to set up your landing page
Step 3 - I'm ready to order my tap tag cards
Step 4 - Strategies for asking your customers for a review
Step 7 - Your Public Profile Page (PPP)
What is the PPP?
How to Set up Your PPP
Best practices of writing job descriptions
Branding Your Map
Color Themes & Logo Tab
Pin Colors & Triggers
How Your Map Will Work Tab
Creating many maps within our system
Integrations
ABC Supply Integration
CompanyCam Integration
Adding PMI to your Ingage presentation
Demand IQ - Adding PMI to Demand IQ Journey
How to Connect and use the Leap Integration
Roofr Instant Estimator
Office Admin
Adding Photos to Pins
Knowing About our Review System
Mobile Experience
Add PMI to your phone
Add pins, photos and request reviews
Getting around PMI on your phone
Learn About Each Tab on Your PMI Dashboard
Projects Tab
Reviews Tab
Billing Tab
Sales Team Tutorials
Step 1: Bookmarking your map to a tablet
Step 2: Must Watch! Strategies on using PMI on a tablet
Step 3: Considerations on how to close more deals
How to Add PMI to your Ingage Presentation
If you use a Lap Top for the in-home presentation
Teams Tab
Account Tab
Back to home
Help Center
Learn About Each Tab on Your PMI Dashboard
Step 1 - Getting Pins On Your Map and must knows!
Must Know Right away
Supply Companies
Spreadsheeets from CRMs
Manufacturers
Step 2 - Adding Photos To Your Portfolio
Photos from your CRM, Cloud Services, Your Computer
Adding photos through CompanyCam
Adding photos from your phone
What makes a good photo - Telling your project story
Step 3 - Getting Google reviews on your map
STEP 4 - Google Business Integration - Bring in your reviews - Post to your GBP
Troubleshooting
Post Directly to your Google Business Profile
Step 4: Adding PMI to your Website
Step 5 - Recorded Trainings
Training #1 - The Basics (32 minutes)
Trianing #2 - Sales Training
Reviews Training - Tap cards and building out your "Reviews Landing Page"
Step 6 - Learn about our Review Platform
Step 1: Watch me first
Step 2 - Learn how to set up your landing page
Step 3 - I'm ready to order my tap tag cards
Step 4 - Strategies for asking your customers for a review
Step 7 - Your Public Profile Page (PPP)
What is the PPP?
How to Set up Your PPP
Best practices of writing job descriptions
Branding Your Map
Color Themes & Logo Tab
Pin Colors & Triggers
How Your Map Will Work Tab
Creating many maps within our system
Integrations
ABC Supply Integration
CompanyCam Integration
Adding PMI to your Ingage presentation
Demand IQ - Adding PMI to Demand IQ Journey
How to Connect and use the Leap Integration
Roofr Instant Estimator
Office Admin
Adding Photos to Pins
Knowing About our Review System
Mobile Experience
Add PMI to your phone
Add pins, photos and request reviews
Getting around PMI on your phone
Learn About Each Tab on Your PMI Dashboard
Projects Tab
Reviews Tab
Billing Tab
Sales Team Tutorials
Step 1: Bookmarking your map to a tablet
Step 2: Must Watch! Strategies on using PMI on a tablet
Step 3: Considerations on how to close more deals
How to Add PMI to your Ingage Presentation
If you use a Lap Top for the in-home presentation
Teams Tab
Account Tab
Learn About Each Tab on Your PMI Dashboard
Click here to watch quick videos that explain each tab on your PMI dashboard. It's a great way to learn our system and all of the small details :)!
Projects Tab
Can I embed videos to Project Map It
How to delete projects/pins
Can I send emails requests for a review to multiple people at once
How to request a review via PMI emails
How do I add a new pin?
Can I delete multiple projects at one time?
Full Tutorial - Getting Around The Projects Tab
How can I see specific jobs using the filter option?
How do I disable the ability to send an email request for a review
How do I add featured projects to my gallery view?
How to send a bulk review request
How to export your jobs to a spreadsheet
See more
Reviews Tab
How to remove names on Google and FB reviews
Where do I go to put the review links to the emails that PMI sends out?
How do I set up the email system to request reviews?
Billing Tab
How do I update my credit card?
How do I upgrade my plan
How do I cancel my subscription>