Go to Settings -> Services
Adding statuses
Add a new status by clicking the appropriate button at the bottom of the page.
Enter the name of the status, then select its type and position.
A TYPE
— status or button — depending on the type, the stage will be displayed on the «Client paths» as a dot or button
POINT
BUTTON
POSITION
— horizontal or vertical — with a horizontal position, the stage will be displayed on the «Client Paths» sequentially, with the vertical — as a subsection
HORIZONTAL VERTICAL
Select options, color and service icon.
OPTIONS
«You can press»
— By selecting the option you will be able to manually mark the transition to the next status
— If you do not activate the option, you will not be able to manually enter this status and you will need to configure the transition from the previous (or other) service status to the current one
«With a comment»
— selecting the option you get the opportunity to leave a comment to the status that was executed immediately after its execution — a window for entering a comment will open before the user.
The entered comment will be displayed in the «History».
COLOUR
— when you click on the colored square, a color palette opens. You can manually select the color and set the transparency for it or choose one of the options below.
ICON
— Select the icon to indicate the status. To do this, enter its name in the field on the right or go to the site fontawesome.com copy the name of the icon you need and paste it into the field.
SEQUENCE OF STATUS
— Change the sequence of statuses by clicking on the icon
Adding Actions
You can add one or more actions that follow the execution of the current status.
To do this, click the «ADD ACTION» button.
Clicking will open the settings window.
SEQUENCING
— you can change the sequence of actions when performing the status by clicking on the corresponding icon
— you can choose the type of action that will automatically follow when performing the status:
SEND EMAIL
SEND SMS
CREATING THE TASK
— selecting the action type «Sending email» you can select the recipient:
CUSTOMER — sending an email to the client on the mail indicated in his card.
RESPONSIBLE FOR THE SERVICE — sending an email to the person responsible for the service.
RESPONSIBLE FOR THE PROBLEM — sending an email to the person responsible for the task (in case the previous action was the creation of the task).
SPECIFIED ADDRESS — automatic sending of the email to the mail indicated in the field below.
The subject and the text of the sent letter are entered below in the appropriate fields.
You can also include sending a copy of the created message to the sender, and the preview function before sending
(a pop-up window will appear on the screen where the letter can be viewed and edited just before sending).
ATTACHMENTS
To the created letter you can attach:
MAIN ESTIMATION — which was marked as the main costing list
SELECTED ESTIMATES — selected in a pop-up window from the list of estimates right before sending
CHECK-LIST — selected from the list of checklists created earlier
ANY OTHER FILE — you can attach any file
FILES OF RESOURCES — Documents downloaded in the RESOURCES section
VARIABLES
Automatic insertion of textual information in the field — simply insert the text in parentheses in the field.
Example: inserting the text {master_estimate_number} in the «Email Subject» field when viewing the letter in its subject will automatically display the number of the main estimate.
GLOBAL
Pass data between actions.
Example: after sending an email, the numbers of sent estimates are sent to the next action.
LOCAL
Data between actions remains unchanged.
* Overrides the global variable — uses the current information, taking into account all the changes.
* Do not save to the log if it is not shown before the departure — if the function «Show email before sending» is enabled, the «History» button will display the button for viewing and editing the message, if the function is disabled, the button will not be displayed.
SMS
— selecting the type of the action «SMS» you can select the recipient:
CUSTOMER — automatically sends an SMS message to the client on the phone number specified in his card.
SPECIFIED PHONE — automatic sending of an SMS message to the customer at the phone number specified in the field below.
* SMS text is typed only in Latin
A TASK
DATE
— selected date — the task setting time is edited later manually
— select a fixed task setting time (can not be edited later)
TYPE OF TASK
— selected task — task type is edited later manually
— select a specific type of task (can not be edited later)
RESPONSIBLE
— selected user — responsible is selected later manually
DESCRIPTION
— add a description of the task that will be displayed in the task list
* when selecting the function «Can not edit description» — the window for viewing and editing the task will not appear
VARIABLES
* Overrides the global variable {event_start} — the start date of the task is a variable