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Help and product education

Find the next step in the ScreenOps workflow.

Search operating guidance in the in-product Help Library, explore public resources, or contact Mosari when an account or technical issue needs a person.

Search ScreenOps guidance by workflow, topic, role, and need.

Fictional Desert Vista Screens & Outdoor Living demo data shown.

Popular paths

Start with the part of the company doing the work.

01

Start and configure

Set up the company, operating model, users, intake, and workflow defaults.

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02

Customers and sales

Follow customer, property, pre-estimate, consultation, estimate, and pipeline workflows.

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03

Dispatch and field

Plan the schedule, assign routes, and complete technician field work.

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04

Shop and materials

Move approved work through production, inventory, procurement, and receiving.

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