Introduction - Topics Being Covered
Logging in for the first time, resetting password and the CSR homepage
The new version will not have the red chevron bar
Pinning Objects - Schedule Board
Pinning Objects - Work Orders
Refreshing is now much faster
What is in the Utility Tab
The Do List - Creating and Assigning Tasks
The To Do List - Reviewing Tasks
Create a quote is still a work in progress
History object - review everything you do each day
Creating notes
Data ENtry Flow - one of the most important windows, entering customer data and progressing work orders
Entering into the data entry flow window
Residential customer - look up an existing customer
New residential customer - entering the customer's details
New residential customer- entering job information
New residential customer - add notes for the job
New residential customer - creating the work order and any secondary contact details
Checking your Work Order has been created
Key fields - filling in all the fields that your office requires
Adding line items to the Work Order
Adding additional fees
Finding the right techs to schedule an appointment
Scheduling an appointment - finding the right time and the right technician
The Chevron Bar changes the status of your Work Order
Changing schedule dates - you only need to do it once
Dispatching appointment through Salesforce
Adding any further notes
After dispatch, nothing to do until Youreka form is complete
Tracy Forbes contact details for further questions
