Level-Up Your Operations with Texada Mobile & AI Damage Detection
Join our product and operational experts for an advisory session focused on transforming your daily check-ins, pickups, and deliveries into a seamless revenue recovery engine.
For years, tracking job sites meant workarounds: fake accounts, spreadsheets, and Google Maps pins living outside your CRM. Projects in CRM changes that.
This new feature builds a native job-site record right into Equipment CRM, giving your sales, rental, power systems, parts, and service teams one shared view of every contractor, opportunity, and asset tied to a project.
It’s live in your sandbox now, with production and mobile launching in late July. Now’s your chance to get configured and trained so you can hit the ground running the day it goes live.
Join Senior Product Manager David Vuong and Senior Product Consultant Peter Le Mare for a build-alongside-us working session, not a presentation. Bring your sandbox and leave with a configuration.
What you’ll do in this session
Who should attend
This session is built for the people who’ll own the rollout, such as:
Projects is included out of the box with your Texada Equipment CRM license. There is no new SKU, no add-on, and no additional cost. It is already enabled in your sandbox today.
Yes. It is included with your Equipment CRM license at no additional cost.
Just have access to your sandbox environment. We will walk through everything together.
Register anyway! We will follow up with the recording and all resources so you and your team can work through it on your own timeline.
It is a working session. Come ready to configure alongside us.
Sandbox is your safe testing and configuration environment. Production is your live system. Projects is enabled in sandbox now. The production release will follow in late July, aligned with the mobile app launch. Settings configured in sandbox will need to be recreated in production — this workshop prepares you to do that confidently.
Production and mobile launch together in late July. This workshop prepares your team to be ready the moment that happens.
Join our product and operational experts for an advisory session focused on transforming your daily check-ins, pickups, and deliveries into a seamless revenue recovery engine.
Rewatch our Q1 product showcase to get the lowdown on our major recent releases. Our team showcases major upgrades to our Rental suite, continuous improvements to our Sales CRM, and a detailed exploration of our new Service Agreement Quoting product.
In this webinar, we’ll break down the real cost of those manual processes, show you how to make things better with technology at your disposal, and simple changes that make a big difference.