Management
Devices
Management - Devices This is a tool for managing tablets assigned to an account. To access it, select Devices under Management. A page containing all the devices linked to the account appears. The search engine allows you to search by IMEI number. ...
Users
This tool lets you manage users of the FolloSOFT application, for both the web and mobile versions. To access it, select Gestion from the menu, then Usagers. You'll immediately have access to a list of all users. This list will serve as the basis for ...
Routes
Roads play a crucial role in the functioning of FolloSOFT. They guide operators through streets and, consequently, among contracts. The road management tool is one of the initial steps in using the application. Access road management by clicking on ...
Managers
Each contract in FolloSOFT can be associated with a representative, whether it be an internal or external salesperson, with the flexibility to give the term any meaning you desire. Managing Representatives in the application is as follows: Click on ...
Labels
Label Management The FolloSOFT application features labels that can be assigned to both contracts and clients. These labels serve to characterize a client, for example (e.g., "Late Payer") or a contract (e.g., "Volume Discount"). Several FolloSOFT ...
---- Contract (Front)
The Contract (Front) tab is used to define information that will appear on the contract, such as payments, notes, and terms of the agreement. To access this page, click on MANAGEMENT in the main menu and then on COMPANIES. Select the company for ...
---- Online Acceptance
This feature enables your clients to accept the terms of a contract, indicating their interest in your services before payment reaches the company. Navigate to Management > Companies, choose the desired company, and go to the "Online Acceptance" tab. ...
---- Terms & Conditions
Important Notice: Discontinuation of the Terms & Conditions tab In earlier versions of the FolloSOFT application, this tab served the purpose of adding text to your contracts, describing the Terms and Conditions of your services. However, to enhance ...
---- Details
On this page, you will have access to the characteristics of one of the companies belonging to the account. You will be able to modify the information and put forth available actions according to the contracts. First of all, under the Details tab, ...
---- Upload PDF
This tab allows you to upload a PDF file that will be appended to your contract. The PDF can contain a letter to your clients, advertisements for other services provided by your company, a new service offer, or the terms and conditions of your ...
---- Messages
This tool lets you design the messages that will be sent to your customers by SMS in connection with the alerts. Note that messages are customized for each company part of the account. In the menu, access the functionality via Gestion > Compagnie, ...
Companies
This section of the FolloSOFT application facilitates the management of various companies or entities under which your business operates. If you provide services through multiple companies, you can create a company entry in FolloSOFT for each entity, ...
---- Online Payments
The tab is designed to manage the online payment options in FolloSOFT. To configure the payment options for a specific company, select Management > Companies and click on the Online Payments tab for the desired company. Online payments done by ...
Configuration
Configuration This tool allows you to configure the FolloSOFT application by setting default values, or by activating specific functions according to your needs. It can be found in the menu under Management > Config. Field Descriptions: Map Center - ...
Clone contracts to the following year (formerly Flip)
This tool enables you to transfer contracts from one season to the same season the following year. For example, you would be able to copy the contracts from the winter 2022 season to the winter 2023 season. Note that the copied contract will not be ...
Message Templates
This feature allows you to create a library of messages to be used as templates for emails to customers. Messages can be created in English and/or French. Access it by selecting Gestion > Modèle de message from the menu. A page of pre-defined message ...
Pricing Chart
This tool allows you to set default amounts for services offered by companies under the same account. Access the sub-menu You can access this page by clicking on Management menu > Pricing Chart 1 : Select criteria Choose the company for which you ...
Services
This function allows you to define the types of service your company provides to its customers via FolloSOFT. Via Management tab > Services You'll then be able to see at a glance the list of services currently available. Note that the services shown ...