How To Change Your Main Job Card To Product Type or Product Interest

How To Change Your Main Job Card To Product Type or Product Interest

To Do This: Product Type is the main colour on this job card within the Schedule. Within your Main Menu, head to the Admin section, select Manage Schedule and Manage Settings. Scroll down and under the main job card toggle, you can select Product Type and Product Interest. Scroll down and select ‘Update’ once complete. […]

How To Export Notes to Excel or PDF (Contact, Lead, Contract)

How To Export Notes to Excel or PDF (Contact, Lead, Contract)

To Do This: Within the Contact page, head to the Activity’s tab and select Notes. Select ‘Export to Excel’. Select ‘Enable Editing’ if you’d like to make any changes. Selecting ‘Export to PDF’ will create a PDF document of the notes. Please, note this document can not be edited. The same process can be replicated […]

How To Update Details of The Images And Documents

How To Update Details of The Images And Documents

To Do This: Within your Lead or Contract, head to the Documents tab. Select the blue edit button beside the document. Make any relevant changes and select ‘Update’ once complete. The same process can be replicated in the Images tab. Select the blue edit button beside the image and make any relevant changes. Select save […]

How To Deactivate A Product Type

How To Deactivate A Product Type

  To Do This: Head to the Main Menu, and select ‘Manage Product Types’ under the Admin section. Select the blue edit button beside the Product Type and unselect the ‘Active?’ tick box. Select ‘Update’ once complete. To reactivate the Product Type, select the edit button again and select the ‘Active?’ box. Thank you for […]

How To Reactivate a Closed Service Call

How To Reactivate a Closed Service Call

To Do This: In the Main Menu, head to the Service area and select ‘All’. Select the search icon besides a Closed Service Call. Scroll down and untick the ‘No Further Action’ box. This will reset the status of the call as ‘live’, where you can continue to manage it as an ongoing call. Select […]

How To Disable BP Mail Notes

How To Disable BP Mail Notes

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Settings’. Scroll down, and select the Disable BP Mail Notes toggle. If you feel the notes are clogging up your Notes area, this may be a good option for your company. Select Update once complete. Remember- We do include these […]

How To Make Use of The Scheduling Role

How To Make Use of The Scheduling Role

To Do This: In the Main Menu, head to the Admin section and select ‘Manage Users’. Select the blue edit button beside the user and scroll down to the roles. Select the ‘Scheduling’ role – which enables the user to schedule and move jobs. A user holding a full licence without such a role included […]

How To Reassign Lead Sources & Lead Sub-Sources

How To Reassign Lead Sources & Lead Sub-Sources

To Do This: In the Main Menu, head to Admin and select ‘Manage Lead Sources’. Click the white arrow and select the new Lead Source you’d like to assign using the dropdown list. Select ‘Reassign’ once complete. Please also note that if you transfer the Leads at Source Level this will not include the Lead […]

How To Reallocate Open Tasks

How To Reallocate Open Tasks

To Do This: In the Main Menu, head to Admin and Manage Users. Select the user you would like to remove tasks from by clicking edit beside their name. Select the ‘Actions’ drop down at the bottom of the page and then ‘Reassign All Open Tasks’. Select the user you’d like to assign the tasks […]

How To Contact Support

How To Contact Support

To Do This: Within your dashboard, select the question mark in the top right-hand side of the screen and ‘Contact Live Support’. Enter your name, company name, email address and a message with the issue. Please enter as much detail as possible so we can resolve the issue as quickly as possible. Screenshots and images […]

How To Manage Service Call Route of Issues

How To Manage Service Call Route of Issues

  To Do This: Head to the main menu, select ‘Admin’ and then ‘Manage Service Call Route of Issues’. Select ‘+ Add New’ and enter the Route of Issue. Select ‘Update’ to save. If you head to the Service Call area and select ‘+ Add Service Call’. Enter the details as normal. You will notice […]

How To Make A Direct Call From A Contact Or Lead Page

How To Make A Direct Call From A Contact Or Lead Page

To Do This: Within your Contact page, scroll down to a number and select the phone icon. A Pop-Up box will appear on the right-hand side of the screen. Select ‘Pick an app’ to select the programme you’d like to make the call from. In MS Windows, this could be Skype etc., or it can […]