The goal of this article is to provide you with a big-picture overview of the normal workflow of managing a customer and their job throughout the SynkedUP system. That way you can glance at this, get some perspective for how things are designed to flow, and go jump in wherever you need to for additional info or training.
For a standard installation job (non-recurring):
After the Consultation has happened:
Send Proposal off to Customer for review and approval
Once Sold, go to Calendar to schedule the job
Foreman/crew clock in, install the job, and record their work in mobile app
Upon job completion:
Review all Visits and Job Costing info
Send off an invoice for final payment
For a recurring job:
Create a new Maintenance job estimate to come up with a price
Once the customer gives the green light:
Mark job he Contract as Sold and Active
Once Sold, go to the Calendar to schedule the job
Foreman/crew execute each Visit on the recurring schedule
Record services completed and update Visit status upon clock out in the mobile app
Periodically review all Visits
Periodically send off an invoice for payment for services completed thus far.
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