How To Use The Search Bar
To Do This: At the top of your page, type the word or number and select the blue search icon on the right to initiate a search. You’ll notice if you hover over a result, it will highlight itself in blue so you know which result you’re selecting. Alternatively, you can type in keywords or […]
How To Add Time Flags to your Status Progression
To Do This: In the Main Menu, select ‘Manage Pipelines and either ‘Contract’ or ‘Lead’ pipelines. Select ‘Edit’ on your Pipeline and select the ‘Edit’ button beside the status you’d like to flag. Enter the number of days in the ‘Flag After (Days)’ box you’d like to be alerted for. This will alert you when […]
How To Manage Your Personal Appointment Notifications (Sales, Surveyors & Service)
To Do This: Select the Person icon on the right hand-side of the screen and select ‘Manage Settings’. Under the Preferences, select Yes or No on the ‘Receive Appointment Notification’ toggle. Scroll down and select ‘Update’ to save. Thank you for watching our how-to video on How To Manage Your Personal Appointment Notifications (Sales, Surveyors […]
How To Choose One Category for a Batch Upload of Documents & Images
To Do This: Within your Contract or Lead, head to the Documents tab and click the ‘Select Documents to Upload’ button. Select the Documents using the ‘Ctrl’ or ‘Shift’ button on your keyboard. Select ‘Open’. If the documents are all one category, besides the ‘Select All Document Types’ dropdown, select the Type your documents are. […]
How To Copy a Lead
To Do This: Within the Lead, select the ‘Move/Copy Lead’ button and select ‘Copy Lead’. Select Yes or No on whether you’d like to Copy the Lead Documents, Images, Notes and Emails. Select ‘Copy’. At the top of the Lead page, select the ‘Click here to view’ to view the Lead. Edit and progress the […]
How To Move a Lead to a Different Contact’s Records
To Do This: Within your Lead page, select the ‘Move/Copy Lead’ button and select ‘Move Lead’. Select the New Owner- You can start typing the Contacts name or number. Then, select ‘Move Lead’. Thank you for watching our how-to video on How To Move a Lead to a Different Contact’s Records, for more information and […]
How To Add a Lead
To Do This: Within your Contact, head to the Leads tab and select ‘+ Add Lead’. Add an Install Address if required. The system will automatically copy and pull the contact address through. Select your Lead Type, Lead Source and SubSource. All of these can be managed in your Admin section. Select a Sales Area […]
How To Process a Purchase Order to PDF or Word
To Do This: Beside your Purchase Oder, select the Word icon (besides the edit button). The Word Document will download in the bar at the bottom. Double-click on it to open it. Enable Editing to edit the document. To download in PDF, select the PDF icon (between the Word and Email icon). Double-click the download […]
How To Export a Service Call Request or Appointment to PDF
To Do This: Beside your Service request, select the PDF document icon in blue. A Service Call Work Document will download and use placeholder’s to pull through the relevant information. You can use this document whilst out on a Service appointment. You can download it and upload it to your documents for your Service Engineer’s […]
How To Close a Service Call
To Do This: Select the edit icon beside the Service Call. Scroll down and enter a Resolution For Call. Select whether the customer has signed this off and no further action is required. Please note, you must tick No Further Action required box for the Service Call to close. Select ‘Update’ when completed. If you […]
How To Amend or Delete a Service Call Appointment or Request
To Do This: Within your Contract under the Service tab, click the blue edit icon beside the Service Call. Enter an update in the ‘Reason For Call’ and select ‘View/Amend Booking’ if you need to schedule another appointment. Enter an update in the ‘Reason For Call’ and select ‘View/Amend Booking’ if you need to schedule […]
How To Add and Process a Service Call Request or Appointment
To Do This: Within your Contract, head to the Service tab and select ‘+ Add Service Call’. Select the Call Type and enter a Reason for Call. Enter an Estimated Time On Site – This works in 15 minute intervals. Select ‘Add’ when completed. You can now book this Service Call in the diary – […]
