Department | User | Story | Related Ticket | Demo / Knowledge Base Article - DCR | Demo / Knowledge Base Article - ClearSky |
|---|---|---|---|---|---|
HR | HR Team | Adding Salesforce User and Service Resource via Okta | n/a | n/a | |
HR | HR Team | Adding Service Resource Attributes such as capacity | |||
Onboarding | Sales | Syncing a Contact with the NDIS | |||
Onboarding | Sales | Onboarding clients with Opportunities > Service Agreement |
|
| |
Onboarding | Sales | SIgning a Service Agreement | |||
Rostering | Dispatcher | Work Order Management |
|
| |
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 | |||
General
Content
Integrations