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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
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- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
View a booking discussion
Admin users, field workers, and customers can view comments added to the discussion board for bookings to allow them to view feedback and comments written on the booking view pages for the scheduled appointments received.
Table of contents:
- Viewing comments added by admin users on the booking details page
- Viewing comments added by admin users on the fieldworker app
- Viewing comments added by fieldworkers on the admin portal
- viewing comments added to a booking discussion by customers
Viewing comments added by admin users on the booking details page
- After posting a comment to the booking discussion, it will be displayed on the “discussion” board after clicking on the “communication” button in the booking details page and it will be visible to your fieldworkers when they view the booking.
- To know more about how to add a comment to a discussion board, click here.
Viewing comments added by admin users on the fieldworker app
Fieldworkers can view comments added by admin users and customers on the fieldworker app. To view comments, go to “Messages” from the bottom of the page to view the message notifications. They’ll be redirected to the chats page where all chats and messages added by admins or customers are displayed.
After selecting the message, it will be displayed on the fieldworker app as follows:
Viewing comments added by fieldworkers on the admin portal
- You can view comments added by your fieldworkers from the booking details page on the admin portal.
- Go to Bookings > upcoming or past booking and select “View booking” from the action button to view your booking’s discussion board.
- You’ll be directed to the booking details page to view your fieldworker’s comments.
- Click on “communication” button, Then select “discussion” section
viewing comments added to a booking discussion by customers
Customers can add comments to their bookings before or after the job is done, they can add feedback for the service offered and they can add specific requirements for the job to be done by the fieldworker.
Viewing comments on the booking details page
- Customer’s added comments on their booking confirmation page can be viewed by admin users on the admin portal.
- Go to Bookings > upcoming or past booking and select “View booking” from the action button to view your booking’s discussion board.
- You’ll be directed to the booking details page to view your customer’s comments.
- it will be displayed on the booking discussion board after clicking on the communication button on the booking details page for admin users to view it as follows:
Viewing comments on the fieldworker app
- Customer’s added comments on their booking confirmation page can be viewed by fieldworkers on the fieldworker app.
- Go to “Bookings” and select the booking you wish to view, then select the messages icon to view all discussions and comments added to this booking.
- You’ll be redirected to the conversation page, your customer’s and admin comments will be displayed there.
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