Configuration

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:

  1. Map Center - When the Operations map is displayed, it is positioned so that the GPS coordinates indicated here are in the center of the map. By choosing values wisely, the map will always be in the middle of business operations, saving time and effort.
  2. Online Payment - When the "Online payment" option is to green, it enables your customers to pay by credit card on your FolloSOFT portal. You'll first need to sign an agreement with a payment processing company. Before configuring this function, it's best to consult our customer service for further details.
  3. Online acceptance - Moving the "Online Acceptance" option to green will activate the xxxx.follosoft.com/accept page on the platform, where the customers can accept the terms of the contract and indicate that they wish to retain your services as stipulated in the contract. They can then pay online using a credit card or take advantage of one of the payment options you offer. Upon acceptance, the "Accepted" label will be assigned to the contract. A customer who has paid in full or in part will also be deemed to have accepted the contract and will also be assigned the "Accepted" label.

    You will then be able to know the number of customers for the season in real time, which may enable you to refuse new contracts to prevent your operating capacity from being exceeded by demand. To stop new customers from joining, turn the "Online acceptance" option to red. From this point onwards, customers who have not previously completed the acceptance process will no longer be able to accept their contract or make an initial payment. Only customers who have already accepted the contract will be able to take advantage of the online payment functionality.

  4. Default year - The four drop-down lists at the bottom of the window allow you to specify the default values to be used by the application. The values shown for the administrative lists indicate the default value in the Contracts section, depending on the season your portal is in. The operational values will be used in the Operations section of the application.or example, you will be able to prepare your bids for the following year, even before the current season is over, by selecting the following year option in Administrative Year - Snow while keepi the Operation Year - Snow to the current year. This way, as soon as you create a new bid, the contract year will automatically be set to the following year. However, you must wait until your snow-clearing operations to be over before changing the year of operations. As soon as you select the next year, only contracts eligible for that year will appear on the Operations Map.

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