Related Articles
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 ...
Managers Report
The sales representative report enables you to access statistics regarding the performance of your representatives. The representatives featured in the report are those created within the "Representatives" option under Management in the menu. The ...
Travel Report
The travel report allows you to review the progress of previous operations. You can find the position of an operator at a specific time or learn how contracts were carried out. This type of report can be used to confirm the operator's assertions as ...
Route Report
This tool allows you to prepare for any emergency situation involving, for example, a broken cellular network, a faulty tablet or malfunctioning of the FolloSOFT app. If you print out a report for each route, you'll be able to work even if you can't ...
Price modification
This tool adjusts prices of services tied to contracts, avoiding the need to modify each contract individually. Note: First, migrate contracts from the previous year to the new season, and then apply a price modification. SEE the article -> Data ...