If you operate more than one company switching between them is easy. Just click the switch companies navigation link and you can choose from a list of your companies. Your login details for each account will always be the same however your contacts, orders, emails, and other managerial information will be different between accounts.
Archive for June, 2009
Switching Companies
Wednesday, June 24th, 2009Search Section
Wednesday, June 24th, 2009
The search section provides a means to search for your orders. You can choose to search based on three main categories, Order Information, Job Location and Date Range. Choosing to fill in more of the search options will give you a more specific search and will return less results. You can choose to search using as many of the fields as necessary, depending on how narrow you want the search to be.
Orders Section
Wednesday, June 24th, 2009
Orders Navigation
The Orders Section allows you to view all of your orders, or you can break your view down to just Confirmed, Pending, Completed or Canceled orders. When you narrow your search down from all orders to one of the other selections you will have the ability to search your orders in the same way you would use the search section. This is also the place to visit when you want to start a new order flow. You can do this by clicking “Add New Order”.
Click Here to view more about the B2B order flow
Click Here to learn more about the B2C order flow
This page is wiki editable click here to edit this page.Emails Section
Wednesday, June 24th, 2009
Email Section Navigation
The Email Section displays information about your Sent, Pending and Canceled Emails, while also allowing you to keep up on your worker confirmation emails and custom email messages.
Email Outbox Navigation
Outbox Navigation
You can view your entire outbox by clicking “Email Outbox” or you can view your pending, canceled or sent emails by clicking their respective links in the drop down. Pending emails are emails that are waiting in queue to be sent. This can happen when email filters are being used or while instant emails are waiting to be sent. You can choose to delete, cancel or edit these emails if changes are needed before sending. If you cancel the message it will be placed in the canceled tab where you can resend the email or delete it. Clicking the Sent tab allows you to see which emails have been successfully sent, use the arrows in the table header to customize your view.
Worker Confirmation
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The Worker Confirmation area allows you to view how your workers have responded to your worker confirmation emails. You can view your Accepted, Pending, Confirmed and Declined worker confirmation emails by clicking the appropriate tab. Furthermore you can search by file number or sort by worker type or worker name to find the worker(s) you are looking for.
Edit Email Messages
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The Edit Email Messages area allows you to edit, clone or create new email messages. Create a new email message by clicking “Create New Message” This will allow you to enter the message title, subject and body. You are able to enter predefined variables to draw information automatically into your message. This means you can automatically pass information such as the order status, property number, first and last name into your emails. The Recipient section allows you to specify who will receive your email. The Add Attachment section allows you to choose which files should be attached to your email. Lastly you can choose to add Mail Filters which will allow you to specify when the email is sent. If no filter is chosen the default of instant will be used.
Cloning an Email
Cloning an email message is useful if you need to create an email similar to one you have already created. Clicking “Clone” will ask you to rename the cloned email, this is to keep it separate from the original email. You can then click “Edit” to make any changes necessary to the email message.
