New wizard for trial sign-up v2 – Tracker – Fresh Milk Software

New wizard for trial sign-up – Tracker – Fresh Milk Software

We currently have a wizard which allows a new user to sign up for an open ending trial with Flobot. It can be found here: It is severely limited at the moment and doesn’t work properly. Specifically, when the client selects their industry the wizard creates several departments with the same name and a sub type off each. It should create 1 department and several sub types badged to that.

We are manually creating new accounts for clients at the moment. This is time consuming so we need to enhance the wizard, make it easier to sign-up and add the payment details as default. Here is what it should look like. This is an update from the previous blog on this topic.

I have put them in the order they appear in the current wizard.

enquiry-screen-department-error step-1 step-2 step-3 wizard-1 wizard-2 wizard-3 wizard-4 wizard-5 wizard-6

ftm-emailgetjobber-signuppayment screen

Written By

Adrian Portsmouth