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More on the Online Dashboard

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  • How can I schedule urgent jobs?
  • How to allocate jobs to staff in booking "windows"
  • How do I attach photos and files to Emails?
  • How do I remove staff from the dispatch board?
  • How to create a task
  • How do I add a contact to a client online?
  • Managing quotes with queues
  • How can I remove a job from a Queue?
  • How SMS Booking Links work
  • How Job Filters work (Online Dashboard)
  • How Two Way Email works
  • How Tagging & Smart Links Work
  • Events which trigger automatic notifications to field staff
  • How to view personal information relating to a particular client
  • How to view your Account Activity
  • How to Edit Notes
  • How to Edit Check-In Data
  • How to update a client's details
  • How to delete notes and other items from the Job Diary
  • How to delete a client record
  • How to delete a job
  • How Global Search works

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