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: | |||
General
Content
Integrations