Squeegee Training Academy Module 4 Canvassers

04 Canvassers

Module 4 demonstrates what users with the canvasser role can see and do on their app and how to convert canvassed prospects as an admin.

Lesson content

By the end of this module, you'll be able to add newly canvassed customers to the system as a canvasser without the job editor role,  and know how admins can action creating quotes for these customers.

By the end of module 4.2 you'll be able to add new jobs and quotes onto newly canvassed customers, and know that once a job has been booked and confirmed by an admin, these customers will be removed from the list.

By the end of this unit, you'll know how you'll be notified of newly canvassed customers, how to view them and follow up by either sending a quote or booking an appointment/job schedule.