Welcome to Horizon360™! We’re excited to help you cut down chaos and prepare your business for growth, streamlining & optimization so you can get back to what matters most. Here are a few tips we recommend you start with to help you get up and running smoothly.
Where to Begin
Here are some helpful tips to get you up & running quickly.
Company Settings
1.
Start by setting up the Services you offer.
2.
Add your Work Hours & scheduling settings.
3.
Check your Subscription/Payment information.
4.
Manage your Subscribed Equipment Devices.
Employees & Crews
Employees & Crews information here.
5.
Add your Employees & Subcontractors and assign them to their crews
6.
Make field employees who need mobile app access download the Horizon360 app from the Google Play or Apple App Store.
Equipment & Devices
See setup instructions for
Equipment & Devices.
7.
Set up your Equipment & assign it to the appropriate crew so the machines and vehicles your field techs use are always attached to the jobs.
8.
Horizon360 Devices allow you to automatically track Equipment usage and auto-start jobs for the most accurate data.
Customers
View
Customers setup information.
9.
Add all of your residential and/or commercial Customers and setup their billing & service location information.
10.
Customizable geofences sets boundaries around the service locations and job auto-start with devices.
Resources
Quickbook Cleaning Tips
If you are an existing Quickbooks Online user, we recommend a few clean up steps prior to importing your data into Horizon360. Taking the time to ensure you have clean Quickbooks data will cause less frustrations down the road. Please begin with the
Quickbooks Cleanup Tips guide.
Site Tutorial
When you first log into Horizon360™, the site Tutorial will play and show you the different pages throughout the site. You can restart this Tutorial at any time from your profile icon in the top-right corner.
Page Overview Tutorials
Each page in Horizon will have its own separate Overview Tutorial that will help you navigate each page on the site & how to use it. Look for the open book icon at the bottom-left corner of each page to launch the Page Overview Tutorial and learn all about that page.
Help Center
If you need in-depth instructions to walk you through the setup or configuration of any Horizon feature, our Help Center is a great resource. Click the "?" icon at the top to access the Support Center. You’ll find step-by-step articles, how-to videos and helpful guides for every page in Horizon.
Customer Support
We're here to help every step of the way! If you're stuck and can't find the answer in our Help Center, be sure to contact us.
Live Chat – Bottom-right of your Horizon360 account (Mon - Fri 9:00am - 4:30pm)
Schedule Support Session –
Horizon360 Support
