So you've completed the Quick Start guide and maybe even the Next Steps too. Time to add your first job!
Add your customer
if they haven't been added already
- Go to your customer list in the management console
- Click ‘Add customer’ (blue button, top-right)
- Enter their details and click 'Save'
- The only required fields are:
- first name
- last name
- postcode
- first line of their address
Add a job
there is more than one way to do this
- From the dashboard, scroll down to the diary and use the 'Add Job' panel on the right.
- From your customer list, choose the customer, and then click the 'Add Job' button next to the desired location.
Whichever route you choose:
- Fill in the fields.
- If you set the job to 'Confirmed', Fintrano will send any confirmations to the customer immediately. This counts as one of your jobs for the month.
- If you set the job to 'Provisional' the customer will not be notified, and you will not be charged.
- To confirm a provisional job, you need to choose the job from your jobs list, and click 'Confirm' to let the customer know. Only then is it recorded as a job for billing purposes.
Understanding timeslots
one Fintrano's most useful features
If you think of a regular diary, most events have a start time and a duration. You might say to a customer, "I'll see you at 10am," and that is more or less when they expect you to arrive. You can't be in two places at once, so you don't book another appointment at the same time.
However, when you are doing several site visits in a day, you often don't know exactly how long each one will take, and having to define a start time and duration for each one is not feasible. Often, companies give customers a timeslot, where they say, "We'll be with you in the morning between 8.30 and 1pm," and give several customers the same slot.
With Fintrano, you can do both.
When you add a job, you can choose whether to keep it as a usual job, with a start time and duration, or put it in a timeslot, where you don't tell the customer exactly when you will arrive, but quote a range (e.g. "Between 2pm and 6pm").
You can manage your timeslots - when they start, and how many jobs you can fit into each one - in your company details page.
When you created your company, we created some timeslots for you, which you can change to match your usual Morning, Afternoon, Evening and All Day slots. You can also deactivate a slot if you never use it.
