Basic Training
Portal vs Tablet: Which Login to Use and When?
Understanding the Difference Between Your Portal and Tablet Login When using FolloSOFT, it’s essential to know that there are two distinct systems you’ll be logging into, each with its own purpose and login information: the FolloSOFT Web Portal and ...
Step 2. Pre-Training Video
After configuring your Web Portal, the next step will be to familiarize yourself with our software. These seven videos will give you a good idea of how FolloSOFT is set up. It’s important to give yourself time to familiarize yourself with the ...
Step 1. Web Portal Configuration
Thank you for choosing FolloSOFT for your snow removal needs. To help you get familiar with our platform, we have prepared a series of four explanatory videos on configuring your portal. We understand that getting to know our platform can be like ...
Upload your client list
The purpose of this feature is to import information related to your clients directly into the Follosoft platform. First, you need to obtain the file template that will contain client information and their contracts.To do this, simply click on the ...
Add your Payment Terms
Follow these steps to add your payment terms to your contracts. You can add as many as you would like.
Upload Terms and Conditions
Here’s how to upload your terms and conditions to add to all your contracts.
Upload a Logo
Here's how to upload your logo so that it appears when you log in to the portal and on all your client contracts. 0:02 Hi, when you're on your platform, you're able to upload your logo. You're gonna go underneath Management and Companies. If you got ...
Change the Status of a Contract Individually or in Bulk
In this video you will learn how to change the status of a contract individually or in bulk
Create a new user
How to create a portal (web) and tablet (mobile) user. Creating a New User (Web Portal or Mobile Tablet) To create a new user, whether it is a Web user (portal) or a Mobile user (tablet), follow these steps: Go to the Management Menu > Users. Click ...
Create a Client
How to create a new client
Create & Assign Routes
Create routes & assign a contract to that route
Create & Assign Services
How to create & assign a service
4 conditions - Active contract
Conditions to be Met for a Contract to Appear on the Map The four conditions that must be met for a contract to be visible on the operations map are as follows: The contract status must be ACTIVE. A service and a price must be assigned to the ...
Geocode a new address
Here's how to geocode a new address so that the address turns from yellow to green when the work is completed by your operator.
Follotrac - Tablet Guide
FOLLOTRAC Training Video Tablet User Interface Guide 1. Start your tablet. Press the first button on the right side of the tablet. 2. Log in Enter your ID (telephone) and PIN. The vehicule is not necessary - only if you request one. 3. Set your ...