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Department

User

Story

Related Ticket

Demo / Knowledge Base Article

Department

User

Story

Related Ticket

Demo / Knowledge Base Article

HR

Adding Salesforce User and Service Resource via Okta

Onboarding

 

Syncing a Contact with the NDIS

Onboarding

 

 Onboarding clients with Opportunities > Service Agreement

 

 

Onboarding

SIgning a Service Agreement

Rostering

Work Order Management

 

 

Rostering

Service Appointment Management

Rostering

Using the FSL dispatcher console

Appointment Delivery

Service Resource Check in / Check out

Finance

Timesheet creation

Finance

Retrying failed payment requests from the NDIS

FSL Mobile

Check In and Check Out flows: