Accounts - Revision history

Admin: /* Create New Payment */

2022-09-26T12:25:38Z

Create New Payment

Admin: /* Create New Payment */

2022-09-26T12:24:56Z

Create New Payment

Admin: /* Create New Payment */

2022-09-26T12:24:30Z

Create New Payment

Admin: /* Account */

2022-09-26T12:23:56Z

Account

Admin: /* Map Location */

2022-08-19T15:37:43Z

Map Location

Admin: /* Map Location */

2022-08-17T15:16:42Z

Map Location

Admin: /* Map Location */

2022-08-17T13:48:22Z

Map Location

Editor at 15:50, 15 April 2021

2021-04-15T15:50:48Z

Editor at 22:03, 13 April 2021

2021-04-13T22:03:54Z

Editor: /* How to create an Account */

2021-04-12T20:53:18Z

How to create an Account

@@ Line 456: / Line 456: @@
 ===Create New Payment===
-[[File:414.jpg|600px|frameless]]
+[[File:414.jpg|600px|center]]
 It is possible to quickly register a payment on the child account using the shortcut:
 [[File:416.jpg|frameless]].

@@ Line 456: / Line 456: @@
 ===Create New Payment===
-[[File:414.jpg|600px|right|frameless]]
+[[File:414.jpg|600px|frameless]]
 It is possible to quickly register a payment on the child account using the shortcut:
 [[File:416.jpg|frameless]].

@@ Line 457: / Line 457: @@
 ===Create New Payment===
 [[File:414.jpg|600px|right|frameless]]
-It is possible to quickly register a payment on the child account using the shortcut [[File:416.jpg|frameless]].
+It is possible to quickly register a payment on the child account using the shortcut:
 The system will show a form where the user needs to enter the information and save the work; then, the payment will be automatically associated with the account.

@@ Line 202: / Line 202: @@
 * Electronic Email Bill: defines an email address to where the user should send the invoice.
 * Special Billing Instructions: When the job is completed, the user can add notes regarding special billing instructions.
 ==Map Location==

@@ Line 208: / Line 208: @@
 [[File:4.23.jpg|1000px|center|thumb]]
-With this tool you can define the work area in the property, to avoid creating proposals in adjoining areas but outside of the propperty borders. The defined area will be consumed from the web platform and mobile applications (eTechnician) for the validation of the created RPH's. On the opportunity screen you can see the area and easily verify that the RPH's are correct.
+With this tool you can define the work area in the property, to avoid creating proposals in adjoining areas but outside of the propperty borders. The area defined on a property will be used to help detect potholes that fall within those boundaries (survey generation - Proposal Maker app) and to add additional repairs from the eTechnician app. Also, property border information will be available in the opportunity module on map location tab, with all potholes detected on the given property.
 To define the property area, use the Draw a shape button.

← Older revision		Revision as of 13:48, 17 August 2022
Line 207:		Line 207:

	[[File:4.23.jpg\|1000px\|center\|thumb]]		[[File:4.23.jpg\|1000px\|center\|thumb]]
		+
		+	With this tool you can define the work area in the client, to avoid work in adjoining areas but outside the domain of the client. The defined area will be consumed from the web platform and mobile applications (eTechnician) for validation of the RPH created. On the opportunity screen you can view the area and easily verify that the RPH's are correct.
		+	To define the area, use the Draw a Shape button.
		+
		+	[[File:Maps1.png\|1000px\|center\|thumb\|Draw a Shape]]
		+
		+
		+	[[File:Maps2.png\|1000px\|center\|thumb\|Area draw]]

	==Child Account==		==Child Account==

@@ Line 62: / Line 62: @@
 On the bar above at the right, there are two buttons available that work as a shortcut:
-* "+Account": quick account creation form access
+* ''+Account'': quick account creation form access
-* "+RPH": quick RPH creation form access
+* ''+RPH'': quick RPH creation form access
 The results can be extracted and downloaded to the local disk in different formats such as CSV, Excel, PDF, or directly printed or copied to the clipboard.
@@ Line 119: / Line 119: @@
 =How to create an Account=
 There are two ways to create Accounts:
-* Lead conversation through a 'Closed Won" opportunity: Most often, when an Opportunity is closed as won, the lead itself transforms and becomes an account.
+* Lead conversation through a "Closed Won" opportunity: Most often, when an Opportunity is closed as won, the lead itself transforms and becomes an account.
 * Manual entry: When we get an RPH for a specific business with more than one location, each location requires a separate quote (and Account) created manually. In some cases, creating a parent account with a child for each property is the only way to relate them
@@ Line 174: / Line 174: @@
 For example, suppose Pothole repair must pay 5% of an invoice to the government. In that case, the company can automatically add that amount to the customer invoice by setting a "Fee value" and a "Fee type." Furthermore, it is possible to select the ranges of dates in which the extra fee is applicable.
-"'The fields to set up this process are:'"
+'''The fields to set up this process are:'''
 * Compliance Vendor: this is a dropdown list where users can choose from the vendor that applies for the account.
 * Vendor ID: See explanation below.
@@ Line 331: / Line 331: @@
 There are two ways to create an external proposal:
-# Our field inspectors can use the mobile app to either enter details about a pothole or an"out of scope damage. Then, an email is sent to the partner and the client explaining the situation and reason to call someone else to do the job.
+# Our field inspectors can use the mobile app to either enter details about a pothole or out-of-scope damage. Then, an email is sent to the partner and the client explaining the situation and reason to call someone else to do the job.
 # The other way to create an external proposal is manual creation. When a customer calls explaining they need a repair classified "out of scope," the user can create the external proposal. Until the user completes all the information in the system and everybody knows their role, no automated emails are triggered.

@@ Line 266: / Line 266: @@
 This action will open a pop-up window showing the available contacts and related contacts, so the user can choose from either list and add contacts from one list to the other.
-For further information visit the [[Contacts]] page
+For further information, visit the [[Contacts]] page
 ===Options===
@@ Line 279: / Line 279: @@
 *[[Action_Tabs#Add_note|Add Note]]
-For further information visit the [[Contacts]] page.
+For further information, visit the [[Contacts]] page.
 ==Opportunities==
@@ Line 309: / Line 309: @@
 *[[Action_Tabs#Add_task|Add Task]]
-For further information visit the [[Opportunity]] page.
+For further information, visit the [[Opportunity]] page.
 ==External Proposals==

@@ Line 120: / Line 120: @@
 There are two ways to create Accounts:
 * Lead conversation through a 'Closed Won" opportunity: Most often, when an Opportunity is closed as won, the lead itself transforms and becomes an account.
- * Manual entry: When we get an RPH for a specific business with more than one location, each location requires a separate quote (and Account) created manually. In some cases, creating a parent account with a child for each property is the only way to relate them
+* Manual entry: When we get an RPH for a specific business with more than one location, each location requires a separate quote (and Account) created manually. In some cases, creating a parent account with a child for each property is the only way to relate them
 The system has two ways to create Accounts manually:
@@ Line 126: / Line 126: @@
 *And from the "Create Account" button available from the "View Account" button on the Account module.
 Both ways require filling the same form, and the process is explained in detail below.
 = information contained within an Account=