Web Portal - Initial Training

Web Portal - Initial Training

Welcome to your first training video for the FolloSOFT web platform! In this session, we'll take it slow, guiding you step-by-step through the menu and features. Our goal is to make sure you become comfortable and familiar with the platform without overwhelming you with too much information at once.

In this video, Julie will guide you through the different tabs on the FolloSoft platform and explain their purposes.
  1. How to create a new client and provide important information such as communication preferences and language.
  2. How to create contracts and add locations.
  3. How to input service details, including pricing and discounts
  4. Introduction to features like alerts, logs, files, and message templates. 
Each component will be introduce gradually, ensuring you grasp the fundamentals of managing your snow removal operations effectively using FolloSOFT. Let's ease into the world of enhanced productivity together!

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Chapters:
  1. 00:00 Introduction
  2. 00:27 Creating a New Client
  3. 01:54 Language and Communication Preferences
  4. 02:08 Creating Multiple Contracts
  5. 02:24 Creating a Contract
  6. 02:43 Summary Page
  7. 03:04 Adding Location Details
  8. 03:29 Geocoding the Client
  9. 03:51 Covering the Whole Space
  10. 04:21 Address and Additional Details
  11. 04:40 Saving and Navigating
  12. 04:50 Client and Contract Creation
  13. 05:08 Adding Services
  14. 05:45 Contract Details
  15. 06:08 Operator Notes


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