Admin can add/edit and delete work order. When a manager converts a lead to a work order and in that assigns the work order to a technician through the make an appointment form, the technicians are getting task is displayed on the technician’s dashboard.
When technicians are complete work order, it will add a task to the super admin saying that the technician completed the work order and that he has to invoice the customer.
Following action are performed in the Work Order. Admin can perform this action for Work Order.
When a user creates a quote from lead they must enter information about a part like part name, part number, cost, part inventory, part dimension. The User selects more than one part to complete one lead. And also enter information about the part.
Super admin, office admin, manager, and Technician are creating leads in the system. There are two types of lead creates in the system.
When a user creates lead they can select a company from company list or add company. Related company location, contact person information, and door of a company are displayed in the lead which depends on the company.
Following action are performed in the lead. Admin can perform this action for a lead.
The four types of users are using the system.
A user can add company information in the system. When a user adds company information user also enters the information about..
Location : location of a particular company.
Contact : information about the contact person of a particular company.
Door : door information about a particular company. The user can enter no. of the door in one particular company.
A user can able to add multiple locations and multiple contacts in one particular company.
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