FolloConnect Monthly Communication

• Related Articles

• Broadcast

  This function allows you to send a communication in batches to your contacts by targeting them with specific criteria. If no criteria are chosen, you will target all contracts. Here are some examples of broadcasts: Deliver the proposal to potential ...

• 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 ...

• Assign a service to multiple contracts

  Many of you may will need to bill a new service at some point during your season. For exemple, if the snowfall exceeds the limit stipulated in a contract, you can now add an extra service fee. To streamline this process, follow these steps : Step 1 : ...

• Bill for extra snow

  Many of you have a clause to their contracts that stipulates a limit to the amount of snowfall beyond which an excess will be billed. The Follosoft platform includes features that make it easier to handle this situation. If you use Option 2 (adding a ...

• Client

  The Clients section allows you to manage your company's past, current, and future clients. Via the left menu > Clients When you arrive on the page, you'll find a list of all the clients registered in the FolloSOFT application. For each of them, ...