Desktop user guide
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- View company information
- Upload company logos
- Add multiple trading names
- Add custom location
- Add an invoice logo
- Industry label
- Add a new API
- Google gmail and calendar API integration
- Google Maps API integration
- Display Google reviews
- Terms and conditions
- Edit your currency preferences
- Edit your date & time preferences
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- General overview
- Create a new service
- Add a new category
- Add an image about a service
- Create a new custom field
- Create a new custom field group
- Add custom field values
- Assign a custom field to a service
- Add a service discount
- Apply a price zone to a service
- Apply a price zone to a custom field
- Add a custom field value price to a service
- Add a custom field value discount to a service
- Apply a price zone to a custom field value
- Create a products list
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- Add a new booking status
- Create a new form
- Add a new complaint status
- Add a new image type
- Add images to a new booking
- Add a new inquiry source
- Add a new complaint type
- Add a new property type
- Create a new label
- Add period required field to your inquiry form
- Add a new reject booking question
- Fieldworker permissions
- Mobile app flags
- Add a starting number for your bookings, estimates, invoices, and inquiries
- Assignment method
- Add customer property
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- General overview
- View your company’s sales summary chart
- View your personal sales summary chart
- View bookings history
- View automated procedures history
- View recent bookings
- View recent estimates
- View recent invoices
- View recent discussions
- View recent complaints
- View recent emails
- View recent SMS messages
- View recent calls
- View user activity
- View booking amount
- View future bookings
- View past bookings
- View outstanding invoices amount
- View completed bookings
- View inquiries data
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- General overview
- Create a new inquiry
- View inquiry details
- Edit inquiry details
- Convert an inquiry to a booking
- Convert an inquiry to an estimate
- Add/Remove a follow up
- View available fieldworkers
- Find availability for an inquiry
- View nearest bookings
- Contact a customer
- View an inquiry discussion
- Add a comment to an inquiry discussion
- Add a label to an inquiry
- Attach a file to an inquiry
- Send an advertising email to an inquiry
- Delete an inquiry
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- General overview
- Create a new booking
- View booking details
- Edit booking details
- Find availability for a booking
- Find nearest bookings
- Assign multiple fieldworkers
- Set fieldworker’s share for a booking
- Set fieldworker’s share per service
- Accept a booking request on behalf of a fieldworker
- Approve a Booking
- Push a booking to technician’s calendar
- View booking timeline
- View booking history
- Contact a customer
- Contact a fieldworker
- Pause/Resume emails
- Pause/Resume SMS messages
- Send a booking confirmation
- Request update from technician
- View a booking discussion
- Add a comment to a booking discussion
- Add a complaint to a booking
- Attach a file to a booking
- Attach an image to a booking
- Add a label to a booking
- Add a payment to a booking
- Pay invoice for a booking
- View payments for a booking
- Add refund a booking
- View refunds for a booking
- Repeat a booking
- Claim ownership of a booking
- Export a booking as a PDF
- Delete a booking
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- General overview
- Create a new estimate
- View estimate details
- Edit estimate details
- Edit estimate number
- View available fieldworkers
- Find availability
- View nearest bookings
- Send a quote to a customer
- Convert an estimate to a booking
- Add/Remove a follow up
- Add a complaint to an estimate
- Add a Label to an Estimate
- Add an attachment to an estimate
- Send an advertising email to an estimate
- Contact a customer
- Pause/Resume emails
- Pause/Resume SMS messages
- View estimate discussion
- Add comment on estimate Discussion
- Claim ownership of an estimate
- Export an estimate as a PDF
- Delete an estimate
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- General overview
- View invoice details
- Edit an invoice
- Edit an invoice number
- Contact customer
- Contact fieldworker
- Pause/Resume emails
- Pause/Resume SMS messages
- Send an invoice to a customer
- Preview an invoice statement
- Send a pay statement to a customer
- View invoice payments
- Add a payment to an invoice
- View invoice refunds
- Add a refund to an invoice
- Find availability
- View nearest bookings
- Set a Due Date
- Convert an invoice to draft
- Convert an invoice to void
- Add a complaint to an invoice
- Add a condition report to an invoice
- View an invoice discussion
- Add a comment to an invoice discussion
- Add a label to an invoice
- Attach a file to an invoice
- Export an invoice as a PDF
- Claim ownership of an invoice
- Import new payments
- Add an unknown payment to an invoice
- Remove a payment from an invoice
- Edit assigned invoice for a payment
- Merge and combine invoices
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- General overview
- Add a new complaint
- View a complaint
- Edit a complaint
- Send an acknowledgement email
- Contact a customer
- Contact a fieldworker
- Pause/Resume email
- Convert a new complaint to ‘In Progress’
- Approve a resolved complaint
- Reopen a complaint
- Close a complaint
- View complaint discussion
- Add a comment to a discussion
- Delete a complaint
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- General overview
- View all fieldworkers
- Add new fieldworkers
- View a fieldworker’s profile
- View a fieldworker’s booking summary
- Edit a fieldworker’s user information
- Update a fieldworker’s profile
- Update a fieldworker’s bank details
- Add/Remove service(s) to a fieldworker’s profile
- Edit location availability for a service
- Add available locations for a fieldworker/
- Modify service commission
- Fieldworker GPS tracking
- Fieldworker check-in and check-out
- Login as a fieldworker
- Change password for a fieldworker
- Update payment agreement
- Update working hours
- Send an authorisation email to a fieldworker
- Activate/Deactivate fieldworkers
- View a fieldworker’s calendar
- View activity log
- View a fieldworker’s device details
- Block/Unblock fieldworkers
- Contact fieldworker
- Send an email to fieldworkers
- Send an SMS message to fieldworkers
- Send a message to a fieldworker via the app
- Send a message to a fieldworker within a booking
- View received SMS messages
- View SMS log
- View email log
- View call log
- Create checklists
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- Managing your subscription
- Frequently asked questions
App user guide
Activate/Deactivate users
Only active fieldworkers can be assigned jobs, so it’s important that all fieldworkers who are currently working for your company are ‘active’. Likewise, if a subcontractor is no longer working for your company, you should deactivate them so they do not appear available when booking jobs in their area. To do this:
- Go to Fieldworkers
- On the profile of the fieldworker you want to activate or deactivate, click yes or no beside Active as applicable
