How to Book in a Delivery
Go to the main menu, Orders, ‘Deliveries’, click edit on the PO number that’s been delivered. Go across to deliveries on the tabs at the top of the page, type in the quantity received. If some items are still to be delivered enter the new expected delivery date and press update.
How to Save a Voice Memo
Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard. Once the lead page loads, […]
How to Find a Customer by Their Surname
In the search bar at the top of the page, begin typing the customers surname in. Suggestions will appear you may have a few matches, if so, you will be able to see the town and postcodes to determine which lead you are after. Clicking their name will open the page you are looking […]
How to Confirm a Delivery
Click on the menu and head to Contracts, ‘Live Contracts’. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their Contract page up. Head to the Purchase Orders Tab, click edit on the purchase order you’d like to confirm the delivery date for. […]
How to Mark a Contract as Completed
Click on the menu and head to Contracts, ‘Live Contracts’. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their Contract page up. Check the contract has been completed and scroll to the bottom of the page, on the right-hand side you will […]
How to Move an Appointment in the Diary Page
Firstly, click on the menu and click on ‘Diary’, find the appointment you are looking to move. You can either drag and drop the appointment to a new location, alternatively you are able to double click on the diary entry and manually change the date and time. You are able to move the appointment to […]
How to Run a Job Cost (By Contract Type) Report to Excel
To begin head to the main menu, to access reports you will need the correct permissions on your account. (If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account). Click reports, this will bring up a page of various options. To run […]
How to Run a Job Cost (By Contract Type) Report to PDF
To begin head to the main menu, to access reports you will need the correct permissions on your account. (If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Click reports, this will bring up a page of various options. To run […]
How to Move a Lead Back to Prospect
To move a lead back to a prospect, please make sure you have reasons for loss set up under the Admin section of the CRM. (We have another video available to show you how to set these up). Firstly, click on the main menu, Lead, then ‘Live Leads’. You will have to clear all filters […]
How to Add a Document Type
To add a Document type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task. Head to the Main Menu. At the bottom of the list click ‘Admin’, click ‘Manage Document Types’ Press the button on the top left-hand side corner […]
How to Run an Orders On Hand Report to PDF
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Click the main menu and click ‘Reports’. To run an Orders on Hand Report please find this near the […]
How to Run a Sales Invoice Report to Excel
Click the main menu and click ‘Reports’. (To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) To run a Sales Invoice Report please find in the middle of […]
