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
Bookings
The bookings tab shows all of the information related to bookings made, categorized by due date and booking status. The feature allows users to keep track of all bookings at each stage of the process.
The headings describe the type of bookings that will be shown under each tab. The number at the side of each tab shows how many bookings are currently in that category.
| Today | All bookings due to happen that day |
| Tomorrow | All bookings due to happen tomorrow |
| Future | All future bookings |
| To Approve | All bookings waiting to be approved by users |
| To Confirm | All bookings waiting to be confirmed |
| Rejected Bookings | All bookings that have been rejected by Fieldworker s |
| Not Assigned | All bookings that have been made but have not yet been assigned to a Fieldworker |
| Awaiting Update | All bookings that haven’t yet been updated by the Fieldworker |
| In Progress | All bookings that are currently in progress |
| Awaiting Acceptance | All bookings that have been made but have not yet been accepted by the Fieldworker |
| To Follow | All bookings that have a follow-up email attached to them |
| All Bookings | All bookings |
| My Bookings | All bookings created by that user |