How To Move a Lead Back to Prospect
To do this: Mark the Lead as ‘Lost’ in your pipeline. Select the Loss Date (you can always back date this) and the Reason for Loss – ‘Move Back to Prospect’. Set a Task for the relevant person to follow up with the customer. Select when you’d like them to follow up with them and […]
How To Download a Document Template
To do this: Within your Contract or Lead, head to the Templates tab. Double-clicking on the PDF option will download a PDF copy of the document which can’t be edited. You can print this or save the document to your computer. Double-clicking on the Word icon will download the document in Microsoft Word. Here you […]
How to Add and Delete an Image
To do this: Within the Lead or Contract, head to the Images tab and click on the ‘Select Images to Upload’ button. Select the image you’d like to upload, the Image Type and whether you’d like this to be viewed in the APP. Select Upload once finished. To delete an image, select the red dustbin […]
How To Add & Delete a Document
To do this: Within the Lead or Contract, head to the Document’s tab. Click the ‘Select Documents to Upload’ button. You can then select the file you’d like to upload from your computer. Select a Document Type and whether you’d like the file to be viewed within the APP. Select Upload once finished. To delete […]
How To Add Insurance Backed Guarantee and Self Certification Details
To do this: Within your Contract, head to the Guarantees tab. Select Yes on the ‘Self Cert Required?’ toggle. Enter the amount of Windows and Doors you’d like to certify, the Self Cert Ref and the date its valid from. Select Yes on the ‘Ins Backed Guarantee Required?’. Enter the reference and the date it’s […]
How To Raise a Credit Invoice
To do this: Within the Invoices tab, select Add Invoice. Select ‘Credit’ as your Invoice Type and enter the date you’d like to raise it. Add any additional info you’d like to add in the description box. Select the Gross/Net (Manual) Value of the Contract and enter details accordingly. If you select ‘Net’, you will […]
How To Add a Manual Invoice
To do this: Select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back dated or set in the future). Enter any additional information in the description box if required. Select ‘Add Manual Invoice’. Enter the details you require, Net amount and select a […]
How To Add and Edit a Note
To do this: Within your Lead or Contract, head to the Activity’s tab and Notes will appear first. Select ‘+ Add Note’ and enter the required information. Select ‘Add’ when finished. To edit a note, simply select the blue pencil icon beside it and edit as required. Select ‘Update’ when completed. Thank you for watching […]
How to Add, Edit and Delete an Invoice
To do this: Within your Contract, head to the Invoices tab and select ‘+ Add Invoice’. Enter the Invoice Type and the date you’d like to raise it (Please note this can be back dated or set in the future). Enter any additional information in the description box if required. Select the Gross/Net percentage or […]
How To Add, Edit & Delete a Payment to an Invoice
To do this: Click the edit button on the invoice you’d like to add a payment too. Scroll down to Payments and enter the date the payment was made, method and amount. Remember to select the + sign to add the payment. If the customer uses two different methods to pay, you can split the […]
How To Add a Guarantee Number to a Contract
To do this: Within your Contract, head to the Guarantees tab. Enter your Guarantee Number in the ‘Guarantee No’ box under Warranty. Enter the date the Guarantee is valid from. You can always back date or future date this if needed. Press Update when completed. Thank you for watching our how-to video on How To […]
How To Place and Reactivate a Contract on Hold
To do this: On the Contract details page, scroll down and select the Contract Status button so it displays ‘On Hold’. Press Update when finished and this will place the Contract On Hold. You may want to add an additional status in your pipeline to show this Contract is On Hold. To do this, head […]
