Department | User | Story | Related Ticket | Demo / Knowledge Base Article | ||
---|---|---|---|---|---|---|
HR | HR Team | Adding Salesforce User and Service Resource via Okta | ||||
Onboarding | Sales | Syncing a Contact with the NDIS | ||||
Onboarding | Sales | Onboarding clients with Opportunities > Service Agreement |
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Onboarding | Sales | SIgning a Service Agreement | ||||
Rostering | Dispatcher | Work Order Management |
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Rostering | Dispatcher | Service Appointment Management | ||||
Rostering | Dispatcher | Using the FSL dispatcher console (gantt view) | ||||
Rostering | Dispatcher | |||||
Rostering | Dispatcher | Matching Service Resources to Client. | ||||
Rostering | Dispatcher | Dispatching Service Appointments | ||||
Rostering | Dispatcher | Work Plans and templated services | ||||
Client Management | Client Manager | Cancelation Rules - who gets paid? | ||||
Appointment Delivery | Service Resource | Service Resource notified of assignment and or dispatched appointment | ||||
Appointment Delivery | Service Resource | Service Resource Check in / Check out | ||||
Appointment Delivery | Service Resource | Attributing Travel | ||||
Appointment Delivery | Service Resource | Creating Cases/Incidents | ||||
Appointment Delivery | Service Resource | Attributing Expenses | ||||
Client Management | Client Manager | Catching client notes | ||||
Client Management | Client Manager | Managing client Goals | ||||
Finance | Finance Manager | Timesheet creation | ||||
Finance | Finance Manager | Retrying failed payment requests from the NDIS | FSL Mobile | Check In and Check Out flows: | ||
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