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Onboarding Programs

Get equipped to succeed with our growing library of onboarding programs! 
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Service Management CE

Start with Texada's Service Management solution to learn how you can turn your service operations into a profit center.

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Rental Management

Get started with Texada Rental Management and learn how you can use the solution to work smarter.

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Equipment CRM

Get familiar with Texada's Equipment CRM and learn how you can engage your customers and close more deals.

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Training Playlists

Browse our library of video playlists to deepen your knowledge on Texada's suite of solutions!
SalesLink
Equipment CRM - SalesLink
A collection of videos about Equipment CRM, previously known as SalesLink. As Texada's flagship equipment sales solution, Equipment CRM gives you a wealth of tools for managing opportunities, tracking activities, monitoring performance, and improving customer engagement.
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SalesLink Flex
Equipment CRM - SalesLink Flex
This playlist is all about Equipment CRM's mobile companion, SalesLink Flex. Learn how your salespeople can take advantage of this powerful tool to contact customers and log activities even when on the road.
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Order Fulfillment
Equipment CRM - Order Fulfillment
A collection of videos about Equipment CRM's order fulfillment tools, including Customer Order to Invoice and Inventory management.
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Equipment Quoting
Equipment CRM - Equipment Quoting
A collection of videos about Equipment Quoting, previously known as Texada iQuote.
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Service Management
Service Management - ServiceLink & ServiceLink Flex
A collection of videos about ServiceLink and ServiceLink Flex, Texada's equipment service management product and its mobile companion application. Learn how to create service leads, generate quotes, and reclaim your technicians' time through through efficient activity management!
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Sales and Service Tools
Service Management - Sales & Service Tools
Videos highlighting the various sales & service tools available to dealerships, including model administration, customer search, and equipment monitoring.
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Sales and Service Tools
Service Management - Parts & Service Quoting
Learn all about parts and service quoting in equipment service management, including how to create service leads, link new quotes to existing work orders, and turn won quotes into ServiceLink tickets!
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Rental Admin
Rental Management - Administration
A collection of videos focused on administering and configuring Texada's Rental Management products, particularly Texada SRM. Learn how to configure security roles, release document locks, customize printed documents, and more!
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GateWay
Rental Management - GateWay
Videos featuring Texada GateWay, Texada's online rental storefront and self-service e-commerce solution!
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Counter
Rental Management - Counter Operations
This video series focuses on counter operations in Texada's Rental Management suite of products. Learn how to create and return contracts, schedule pickups and deliveries, capture customer payments and signatures, and more!
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Work Orders & Inspections
Rental Management - Work Orders & Inspections
This video series is all about work orders in Texada Rental Management. Learn how counter operators and mechanics can use Texada Web and Mobile to create, assign, and complete work orders efficiently and effectively.
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Inventory and Purchase Orders
Rental Management - Inventory & Purchase Orders
Learn all about managing your inventory in Texada Rental Management, from purchase orders to warehouse receiving to product kits and more!
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Accounting
Rental Management - Accounting
A collection of videos about the powerful accounting features available in Texada Rental Management. Learn how to post, update, and locate customer invoices, take and reverse payments, and complete cycle billing and daily close processes.
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Mobile
Rental Management - Texada Mobile
A collection of videos about Texada Mobile, Rental Management's mobile companion app. Learn how your drivers and mechanics can use Texada Mobile to track pickups and deliveries, fill out inspections, complete work orders, collect client signatures, and more!
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Pay
Rental Management - Texada Pay
This playlist features videos on Texada Pay, Texada's secure equipment rental payment processing solution. Discover how Texada Pay streamlines electronic payments, from in-person transactions to automated billing with on-file cards and accounts!
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Handle
Handle - CRM
A collection of mini-tutorials teaching you everything you need to know about Handle CRM!
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Handle (5)
Handle - Integrations
A collection of videos about integrating Handle with third-party systems.
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Handle (2)
Handle - Settlement & Invoicing Workflow
A series of tutorial videos covering Handle's settlement and invoicing workflow.
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Handle (3)
Handle - Paperless
A playlist for Handle Paperless tutorial videos.
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Handle (4)
Handle - eSign
A collection of videos dedicated to Handle's e-signature capabilities!
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