--- title: "CenPoint Training" slug: "cenpoint-training" updated: 2024-06-13T18:44:41Z published: 2024-06-13T18:44:41Z canonical: "help.cenpoint.com/cenpoint-training" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt > Use this file to discover all available pages before exploring further. # CenPoint Training Welcome to CenPoint's beginner training materials. The video below provides a briskly paced overview of CenPoint's primary features to help you "tie it all together", and the following links will lead you to an in-depth review of individual features or instructions to get started with CenPoint. If you have any questions don't forget that you can contact support at 801-478-6822 or [support@cenpoint.com](mailto:support@cenpoint.com). [Embedded content](https://www.youtube.com/embed/NVQkxN--vYI??si=9LdmgAKf1wv73Z_V&wmode=opaque&rel=0) ## Day 1: Initial Setup - #### Install CenPoint [](https://help.cenpoint.com/v1/docs/windows)[Install CenPoint on Windows](https://help.cenpoint.com/v1/docs/windows) - #### Initial branch set up [Initial Branch Setup](https://help.cenpoint.com/v1/docs/initial-branch-setup) - #### Setup users [Add Office User](https://help.cenpoint.com/v1/docs/add-office-user) [Add Tech User](https://help.cenpoint.com/docs/en/add-tech-user-video) [Define Rate(s) of Pay](https://help.cenpoint.com/v1/docs/define-rate-of-pay) - #### Add vehicles [Define Fleet Vehicles](https://help.cenpoint.com/v1/docs/define-fleet-vehicles) - #### Enter workers comp rate [Setting up Workers Comp](https://help.cenpoint.com/docs/workers-comp) **Note: this only needs to be set up if you're insurance company charges you different rates based off the hours/payment of particular types of work. - #### Enter sales tax rates [Sales Tax](https://help.cenpoint.com/docs/sales-tax) (first video only) **Note: this is only needed if you charge sales tax on invoices, which is often not required for service work. - #### Enter Tasks [](https://help.cenpoint.com/v1/docs/update-185)[Setting up Tasks](https://help.cenpoint.com/docs/setting-up-tasks) - #### JSA (Job Safety Analysis) Customize your JSA questions [Inspections](https://help.cenpoint.com/docs/inspections) See how JSA's are filled out on the Mobile App (note safety plan and auth. to proceed will be covered in more detail later) [JSA, Safety Plan, and Authorization to Proceed](https://help.cenpoint.com/docs/inspection) - #### Pre-trip Inspections See how pre-trip inspections are filled out on the Mobile App [Mobile Pre-trip Inspections](https://help.cenpoint.com/docs/inspection) Customize your Pre-trip Questions [Set up Pre-trip Inspections](https://help.cenpoint.com/docs/inspection) ## Day 2: Customers, Jobs, and Scheduling - #### Customers Give us a call to import customers from another system [Customer Intro Video](https://help.cenpoint.com/v1/docs/customer-intro-video) - #### New CenPoint Vocabulary & Concepts [CenPoint Vocabulary](https://help.cenpoint.com/v1/docs/cenpoint-vocabulary) - #### Using the quick add Job screen [Quick Add Job Screen](https://help.cenpoint.com/v1/docs/quick-add-job-screen) - #### Take a Tour of our Schedule Views! You get to pick which ones will fit your company best! [Scheduler's](https://help.cenpoint.com/docs/scheduling-overview) ## Day 3: Quotes, Errands, and Invoicing - #### Full Job Screen & Work Orders [Full Job Screen](/v1/docs/full-job-screen) [Work Order Overview](/v1/docs/work-order-overview) - #### Quotes New Quote [Quote Overview](/docs/quote-overview) - #### Errands - #### Invoicing in CenPoint Turn field tickets into invoices [Invoicing Intro Videos](https://help.cenpoint.com/v1/docs/invoicing-intro-videos) Delete an Invoice [Deleting an Invoice](https://help.cenpoint.com/v1/docs/deleting-an-invoice-1) Modify an Invoice [Modifying and Invoice Overview](https://help.cenpoint.com/v1/docs/modifying-an-invoice) (optional) Create a Non-Service Invoice [Non-Service Invoice](https://help.cenpoint.com/v1/docs/nsi-video-intro) (optional) ## ## Day 4: Mobile App, Payments, and Time Keeping - #### Mobile App Install the App On Android phone/tablet [Install CenPoint on Android](/v1/docs/install-cenpoint-on-android) On iOS iPhone/iPad [Install CenPoint on iOS](/v1/docs/install-cenpoint-on-ios) Log into the App [Find your company code](/v1/docs/find-your-company-code) [Find Username/Password](/v1/docs/find-usernamepassword) Mobile Intro [Mobile App Intro](/v1/docs/mobile-app-intro) Work Order [Mobile Work Order](https://help.cenpoint.com/docs/mobile-work-order#) Want to learn more about the [JSA, Safety Plan and Authorization to Proceed](https://help.cenpoint.com/docs/inspection) (optional) Field Ticket [Mobile Field Tickets](https://help.cenpoint.com/docs/mobile-field-tickets) Pre-Trip Inspections (Optional) Completing a pre-trip Inspection on the Mobile App [Mobile Pre-trip](https://help.cenpoint.com/docs/mobile-clock-in-and-pretrip-inspections) Customize your pre-trip questions [Pre-trip Inspection Set up](https://help.cenpoint.com/docs/inspection) Company Trainings (Optional) Completing a company training on the mobile app [Mobile Company Training](/v1/docs/mobile-company-training) Create a company training [Setting up Trainings](https://help.cenpoint.com/docs/mobile-company-training) - #### Payments in CenPoint Make a Payment [Make a Payment](https://help.cenpoint.com/v1/docs/payments-intro) Credit Card Payments in CenPoint [Credit Card Payment Overview](https://help.cenpoint.com/v1/docs/credit-card-payments-error) Delete a Payment [Delete a Payment](https://help.cenpoint.com/v1/docs/deleting-a-payment) Dealing with Overpayment [Overpayment](https://help.cenpoint.com/v1/docs/ios-troubleshooting) Apply a customer credit to an Invoice [Surplus Payment (Apply a Credit)](https://help.cenpoint.com/v1/docs/surplus-payments) - #### Timecards/Payroll How to Clock in and out from the Office [Punching Time in the Office](https://help.cenpoint.com/v1/docs/punching-time-in-the-office) ** Our main timecard report [Technician-Detailed Overview](https://help.cenpoint.com/v1/docs/tech-detailed-timecard-overview) Certified Payroll [Certified Payroll](https://help.cenpoint.com/v1/docs/certified-payroll) - #### Aging & Statements Aging Report [Aging Report](https://help.cenpoint.com/v1/docs/aging-report) Printing Statements [Statements Overview](https://help.cenpoint.com/docs/print-statements) - #### Company Trainings (optional) CenPoint allows you to create trainings that can be completed from the mobile app like this [What mobile trainings look like](https://help.cenpoint.com/v1/docs/completing-trainings-from-the-app) To set up a training, follow this article [Setting up Company Trainings](https://help.cenpoint.com/v1/docs/setting-up-company-trainings)