Start using Connect2Field in 6 Easy Steps
New to Connect2Field? Just signed up and would like to know how to get it running quickly?
This tutorial will help you use Connect2Field for your service business in 6 Easy steps:
1.) Setup your Company details
2.) Add Users
3.) Add Clients
4.) Add Products & Services
5.) Add & Dispatch Jobs
6.) Invoice your Client for the jobs
1.) Setup your Company on Connect2Field
Login to your account.
From your dashboard, choose Options -> General Settings -> Company Details
Fill in your company details.. Your company is now setup on Connect2Field!
Detailed tutorial on Setting your Company on Connect2Field is available here
2.) Add Users
From your dashboard, choose Options -> Manage Users -> Create New User
Create your Admin & Fieldworker user types.. Your team is now setup on Connect2Field!
Detailed tutorial on Creating Users is available here
3.) Add Clients
From your dashboard, choose Add a Client
Fill up your Client Details.. Your 1st Client is now setup on Connect2Field!
Detailed tutorial on Creating Clients is available here
4.) Add Products & Services
From your dashboard, choose Options -> Labour, Products & Inventory Management -> Add Item
Fill in the details for the product/service.. You are now ready to Post Jobs on Connect2Field!
Detailed tutorial on Adding Products & Services is available here
5.) Add & Dispatch Jobs
From your dashboard, choose Add a Job
Fill up the sections: Job Details, Service Description, Appointment Time & Field Woker
Check Dispatch & Alert to notify your Client & Fieldworker about the new job
Too Add products you created earlier, simply choose "Save & Job Add Details"
Else, "Save & Close Job"
Detailed tutorial on Creating Jobs is available here
Invoicing Jobs
From within any job card, choose Invoice..
Any option chosen will prompt if you would like to invoice the job.. Select Yes to Invoice..
Below is a sample Invoice Preview..
Sample Invoice
Above shows a sample invoice..
Invoices can be configured via: Options->General Settings->Manage Invoice Configuration.
The above tutorial should have given you a jumpstart on using Connect2Field for your service business.
Feel free to let us know your suggestions or queries you have at: support@connect2field.com
Also let us know if you need help to set up your account with Connect2Field..
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