Interactive Web Training Curriculum | MRSware Web User Guide
Welcome to the MRSware Web (MRSweb) Interactive Online Training Program. Below is the complete library of 69 step-by-step training lessons organized across 10 core operational tracks.
Click on any Lesson Card below to open the dedicated lesson page containing full visual instructions, high-resolution screenshots, and field pro tips.
Select any lesson below to begin. Each lesson provides direct visual workflows for iPhone, iPad, Android, and desktop browser users.
Module 1: Orientation, Accounts & Login
Initial setup, account registration, password resets, and user credentials.
Module 2: Home Screen Shortcuts & Navigation
Adding PWA Home screen shortcuts, top toolbars, settings, notification center, and view styles.
Module 3: Contacts — Companies & Individuals
Managing customer master databases, phone/email contact records, sidebars, tabs, and reports.
Module 4: Appointments, Calendar & Scheduling
Scheduling customer appointments, calendar filtering, overlays, and meeting reports.
Module 5: Touch Points, Voice Dictation & Journals
Logging client interactions, speech-to-text voice dictation, and customer communication logs.
Module 6: Action Items, Tasks & Follow-ups
Assigning field follow-up tasks, setting deadlines, and tracking pending action items.
Module 7: Multi-Party Projects & Bids
Coordinating complex construction, engineering, and sales projects across multiple stakeholders.
Module 8: Orders, Purchasing & Invoicing
Tracking purchase orders, customer line items, ship statuses, and invoice records.
Module 9: Product Catalog & Price Lists
Managing manufacturer line items, pricing tiers, and importing manufacturer product files.
Module 10: Web Sales Imports & Data Integration
Uploading factory sales spreadsheets, matching customer aliases, and batch posting commissions.
🎓 MRSweb Curriculum Self-Assessment Knowledge Check
Test your knowledge on MRSweb mobile operations and best practices.
1. How do you install MRSweb on an iPhone or iPad to achieve a full-screen native app experience?
Answer: Open Safari, navigate to your firm's MRSweb portal, tap the Share icon, and select "Add to Home Screen". This launches MRSweb as a standalone Progressive Web App (PWA) with no browser address bar.
2. What is the fastest method to enter detailed customer meeting notes while in the field?
Answer: Create a new Journal touch point in MRSweb, tap the Notes field, and use the smartphone keyboard's microphone button for Speech-to-Text Voice Dictation. Notes are transcribed in real-time and instantly saved to the customer's CRM record.
3. Can sales reps perform monthly factory sales imports and resolve conflict batches from a web browser without remote desktop?
Answer: Yes. MRSweb's Sales Imports and Batch Edit modules allow users to upload manufacturer CSV/Excel files, match customer aliases, assign sales reps, and post transactions directly within the web interface from any computer or tablet.