Webinar One: Mastering Task Generation and Scheduling
PPMs/Routines:
Monthly bulk generation via Customer Data > Routine Servicing or Tasks > Generate Tasks
Filter settings and recurring appointment configuration
Callouts:
Ad-hoc task creation process
Prioritization and scheduling workflow
Scheduler:
Drag-and-drop scheduling and calendar management
Zones:
Filter by geographical zones for route optimization
Bulk Assignment:
Assign multiple tasks at once via Tasks page
Favourites Setup:
Jobs - Ready to be Scheduled
Jobs - Overdue
Webinar Two: Job Review and Completion Workflow
Live Job Review Walkthrough
Review Forms/Certificates
Generate Report/s, Invoice/s, and Defect Quote/s (if different team, offer separate session)
Dispatch paperwork and Archive/Complete job
Favourites Setup
Tasks to Review
Tasks to Invoice
Tasks to Archive
Fixed Billing Review
Job Review Checklist
Task Tab: On-site/Performed dates recorded | Review assurance report (optional) | Review Technician notes
Work Tab: All assets recorded/serviced | Products marked performed/consumed | Remarks resolved
Timesheets: Logged and submitted | Approved
Process: Review certificates/forms | Logbook photo confirmed | Create report | Raise Defect Quote (if applicable)
Webinar Three: Defect Quote and Remarks Management
Defect Quote Workflow
Review Remarks page for incoming open faults
Raise Defect Quotes (DQs) via task
Send DQ to customer
Remarks Favourites Setup
Open Remarks to Review
Open Remarks, Unquoted
Open/Resolved
Revenue Opportunities to Upsell