Wyatt Fundamentals for Service Team Members

Course Introduction

4Lessons · 13 min
- Welcome Video
- Why Wyatt
- How to Login to Wyatt
- Quiz: Course Introduction
  
  10 xp
Orientation Part 1: The Core Concepts

4Lessons · 22 min
- Introduction to the Core Concepts
- The 12 Core Concepts
- Going Deeper: Filters & Views
- Quiz: Core Concepts
  
  10 xp
Orientation Part 2: The Toolbox (Apps)

6Lessons · 35 min
- Introduction to the Wyatt Toolbox
- The Project App
- How to Request a Shipment
- The Service & Companies Apps (Plus Shortcuts!)
- Going Deeper: The **Entire** Wyatt Toolbox
- Quiz: The Wyatt Toolbox
  
  10 xp
A Day in the Life: How Service Work Moves through the System

9Lessons · 18 min
- Introduction to the Ticket Lifecycle
- 4 Ways Work Becomes a Ticket
- How to Handle "Shoulder Taps"
- How to Handle Out of Contract Service
- Phase 1: Intake & Triage
- Phase 2: Scheduling & Booking
- Phase 3: Service Delivery
- Phase 4: Close Out
- How to Close Out a Ticket
Conclusion & Certification Quiz

1Lessons · 21 min
- Wyatt Fundamentals Certification (v1.0)