Action Steps (Do these after you watch)
1) Log in with your email (no password)
Go to app.servicefireinc.com
Enter your work email (it should already be in the system).
Click Sign In.
Check your inbox for the Magic Link email.
Click Login in that email to enter the app.
Notes:
No password is required.
The magic link may land in a Notifications tab/folder depending on your email setup.
2) Confirm you’re seeing your dashboard data
Click Dashboard.
Verify the analytics are showing your proposals only (not everyone’s).
What you’ll see on the dashboard:
Total proposals created
Proposal value
Total closed (counts when a proposal is marked Accepted)
Closed value
A breakdown by proposal type
Date filters (including quick ranges like Last 30 Days)
3) Review your proposals list (table view)
Go to Proposals.
-
Scan the list for key columns:
Proposal name
Type
Status (Sent / Accepted / etc.)
Cost
Prospect name
Created time
Edit option
Tip: You can resize/shrink columns to make the list easier to scan.
4) (Optional) Use Kanban view to update proposal status
In Proposals, switch to Kanban view.
Drag and drop a proposal card between columns to update its status.
5) Understand what happens when a proposal is accepted
-
When a proposal is changed to Accepted, the system automatically:
Creates a Job
Creates a Job Task List associated with that job
Where to find these:
Jobs = jobs tied to proposals you’re associated with
Tasks = task list created per job to track what needs to happen next
6) Use Notes the right way (and know where they show up)
Go to Notes.
-
Filter notes by:
My Notes
Team Notes
All Notes
If a note is linked to a proposal / job / task, it will also appear inside that related record (so everything stays connected).
7) Check Notifications when you’re tagged
Go to Notifications.
Review anything you’ve been tagged in from Notes.
Clear notifications when you’ve handled them.
Also:
New notifications can pop up in the top area of the app, and you can view them from there as well.
8) Update your profile (quick housekeeping)
Go to Profile
-
Update:
Name
Photo
Any other visible details
Quick FAQs
Do I need a password?
No — you’ll use a magic link sent to your email.
Why don’t I see everyone else’s proposals?
Sales users only see their own data.
When does something count as “Closed”?
When the proposal status is changed to Accepted.
Where do notes show up?
In the Notes section and also inside the related proposal/job/task if the note is linked.