Contracts
Cancel a pre-authorized payment plan for a contract
Once your customer has signe d up for a pre-authorized payment plan, several situations may require it to be terminated, such as a customer who wishes to use another credit card, the card registered is no longer valid or many other reasons. To cancel ...
Payments
The Payments tab brings together information on the amount billed, amount paid and amount due for a specific contract. To access it, open the desired contract and select the Payments tab. Each line of information in the table represents a ...
Files
This feature lets you add images or photos to a contract. This makes it possible to archive visual evidence of damage caused by your operations, or to properly document the condition of a site prior to scheduled operations, thus avoiding any claims ...
Logs
This logging tool keeps track of events, enabling subsequent verification of the evolution of contract information and workflow. This tab is useful for checking that the operator has carried out the required task for a particular customer, or that an ...
Dispatch (Tab)
This tab in the contract allows you to set up a task to be carried out outside normal operations. It can be used to resume an incorrectly performed operation, or to add an unscheduled task. Create a new dispatch : Tap the headset icon. The new window ...
Services
SERVICE TAB The Services tab aims to allocate the service or services offered within the framework of a contract and thus establish its cost. Summary: The screen begins with a summary of the zones identified in the Location tab and the area obtained ...
Notes
NOTE TAB Via the client's contract, access the "Notes" tab The purpose of adding notes to a contract is to provide additional information, clarifications, or specific instructions related to the contract. To add a note to a contract, you must select ...
Occupants
Purposes : Enter the contact details of the occupant responsible to be contacted during snow removal operations when this person is different from the one indicated in the "Summary" tab. Record the contact information of property residents, such as ...
Location
LOCATION TAB The Location tab is dedicated to precisely defining the location where services will be rendered and characterizing the site. Via the client's contract, access the "Location" tab Use the search tools to find the desired contract. Click ...
Contracts
The Contracts section provides comprehensive contract management, from prospect identification to contract execution. The top of the window features various tools (filters and labels) to select and navigate through the list of contracts displayed in ...
Summary
SUMMARY TAB Via the client's contract, access the "Occupant" tab. The Summary tab allows you to access important information about the contract, such as billing details and key dates. Internal No.: Internal contract number, in case you have an ...
Adding a service to a contract
Add a service to a contract After adding a new client, you need to assign a service to that specific contract. Step 1 : Navigute to the Contract menu Via Contract Menu Enter your contract number in the search bar and press Enter Scroll down and click ...