Customer App
Setting Site Tests and Test Result Set Defaults
Any Service or Site Test Results can be allocated to a Job/Appointment during the creation of it in the New Appointment screen. The value initially set before any user edit is determined by two defaults: 1. The discipline/purpose default or 2 The ...
Adding a New Job or Quote from the Native Apps
To add New Jobs , Calls, Quotes or Other items to the Diary from the Android or Iphone Native Apps can be achieved by following these instructions. In order to do so , simply load the Cloud Platform from those apps and enter the appropriate detail. ...
Send a Portal Link to a customer
To send a a customer portal link to your customers click on the email icon next to the customer in the Customer module. The email dispatched will include a link to their customer portal, their userid and their password Ensure you have set your report ...