First of all, you have to set and enable the following options;Go to Settings > Departments and choose your sub-department Then find out "Quotes template" and "Quote email template" and select the relevant template for the sub-department from the drop-down How the feature works:When you go to add a new customer and once you fill in all the details in enquiry sectionThen the bottom of...
- Login UI
- Once you press the “SIGN UP” button you will move to the Create Account UI
- Then you can create an account by providing the details
- Reset password UI
- Main menu
- Dashboard View
- My schedule view
The system admin reallocates the job for relevant FTM then a push notification comes to the FTM, once FTM has accepted that job then the system admin can assign the job for FTM, then only you can see the above schedule screen with appointments.
- My Appointments view
Once click on a time slot then you can book/ submit your slot/unavailability as well.
- You can find and edit the skillset of FTM under the settings tab
- Once pressed the edit skillset & postcodes button its moves to the following views, from there you can set the skills and coverage areas for FTM
- My Account UI