Service CRM Online Software | Poky.com» navigation tabs http://poky.com Your business on the web. Wed, 26 Aug 2009 16:57:53 +0000 http://wordpress.org/?v=2.8.4 en hourly 1 B2C Order Entry Wizard http://poky.com/help-wiki/b2c-order-entry-wizard/ http://poky.com/help-wiki/b2c-order-entry-wizard/#comments Mon, 22 Jun 2009 13:49:58 +0000 mike http://dev.poky.com/?p=342

Contents

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  1. 1 Client Info
  2. 2 Property Info
  3. 3 Property Details
  4. 4 Referral Source
  5. 5 Scheduling Services
  6. 6 Allocate Fees
  7. 7 Email



Order Flow Navigation

Order Flow Navigation

The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow. This documentation shows the work flow for an appraisal business, your industry may require different information, but this should still provide a good reference.


Client Info

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The client info tab allows you to enter information about the customer you are servicing. You can search for previous clients by using the search feature, when a search is complete and a customer is selected the customer details will automatically populate for you. If you are servicing a new customer leave the pull down set to Create New Customer and begin editing the client details.


Property Info

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Note: When image loads click to enlarge a 2nd time to reduce blurriness


Here you can add basic details about your property such as the street number and zip code. Begin by searching for your property, if no selection is found you can create a new property by entering the necessary fields.


Property Details

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This part of the work flow expands on your property details. Details such as Property Size, Property Style and Status can be entered here.


Referral Source

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The Referral Source tab allows you to select the selling and listing agents associated with the order.


Scheduling Services

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This is where you can associate your predefined services to your order. Start by clicking a check box under the Available Services/ Expenses heading. This will populate a list of services related to that category, which can be selected by clicking the check box next to the specific service or fee. The Inspector, Date, Time and Duration fields are all required for a service, however a fee does not require these fields.
Note: To setup your predefined fees and services go to Manage-Services and Fees.


Allocate Fees

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After you have included the required services and fees to an order you can begin to allocate that money to your employees. You can choose Hourly, Fixed or Percentage as a means to allocate the money earned from your services and fees. To edit your predefined fee splits go to Manage-Workers-Edit Percentages For Line Items. Alternatively you can edit your fee splits on the fly by clicking “Resolve Now” when a fee split is pending. You can also override your saved fee splits by changing the data in the table.

Click Resolve Now To Save A Fee Split

Click Resolve Now To Save A Fee Split


The above warning will be shown whenever you assign a fee or service to an employee that does not have a predefined payout for that fee or service. Clicking “Resolve Now” will allow you to save a fee split for that employee for future use. This means the next time you associate that fee with that employee the fee split will be generated based on this save. Remember you can always override any predefined fee splits.


Email

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The email tab allows you to specify when and to whom emails are sent. Depending on your order flow you will be given the opportunity to send emails to Customers, Others, Listing Agents, Selling Agents and Referral Agents. If you have not setup your email preferences in Preferences-Edit Email Messages, you will only be able to send emails instantly. Setting up email preferences is beneficial when you want to send emails at a specific time or day.




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Contents

[ hide ]

  1. 1 Application Setup Wizard
  2. 2 B2B Order Entry Wizard
  3. 3 B2C Order Entry Wizard
  4. 4 Orders Section
  5. 5 Emails Section
  6. 6 Search Section
  7. 7 Calendar Section
  8. 8 Accounting Section
  9. 9 Reports Section
  10. 10 Manage Section
  11. 11 Preferences Section
  12. 12 Switching Companies

*While Viewing Screen Shots Click The Image To Enlarge

Our help and support wiki is updated just about every day to help users understand the service CRM application and how it functions. There are many features that can help run your business more efficient such as automated emails, newsletters, confirmations, and more. Below is a list of different sections of the navigation. We recommend reading the entire wiki however you can also skim through select topics where you need to obtain more information on.

Application Setup Wizard

This section will help guide you through the setup wizard.
Learn more.

B2B Order Entry Wizard

The B2B order entry wizard is tailored to businesses that do scheduling with other businesses. Through out the order flow you will…
Learn more.

B2C Order Entry Wizard

The B2B entry wizard allows you to enter and keep track of information that is important to your business. If you need to make changes as you go the navigation tabs provide access to different areas of the work flow.
Learn more.

Orders Section

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.
Learn more.

Emails Section

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.
Learn more.

Search Section

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.
Learn more.

Calendar Section

The Calendar Section is linked to your appointments and mail.
Learn more.

Accounting Section

The accounting Section provides a place to perform all of your companies accounting tasks. You will be able to post payments to orders, reconcile those payments, view all accounts receivables, view outstanding CODs, perform payroll tasks and more.
Learn more.

Reports Section

The reports section currently allows you to generate referral source and brinks PDF reports based on your selections. You can use the Save Selected Preferences button to save and use the same selections for future use.
Learn more.

Manage Section

The Manage Section allows you to get a birds eye view of your business while allowing you to edit and manage all of your Workers, Companies, Services and Fees.
Learn more.

Preferences Section

The Preferences Section allows you to change company specifics such as your hours of operation, email options, accounting preferences, site navigation and order preferences.
Learn more.

Switching Companies

If you operate more than one company switching between them is easy.
Learn more.

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