Name: Module 4.2: Adding jobs and quotes for canvassers with the job editing role
SKU: Squeegee
Rating: 4.7 (81 reviews)

Squeegee®

Action For Children

**MODULE 4 - CANVASSERS**

**4.2: Adding jobs and quotes for canvassers with the job editing role.**

If canvassers also have job editing rights, then without being able to view the full customer list, quotes list or many other menu items, they can add:
- job details directly to the canvassed customer for booking in straight away, or 
- appointment details to perform a quote, or 
- create a quote for customer approval. 

Again, these show as alerts in the admin account and disappear from the canvasser account once they have a job booked in. 


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. 

Module 4.3 viewing and converting prospective canvassed customers

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.

Module 4.1 Adding prospective new customers to the canvassed list

Module 4.2: Adding jobs and quotes for canvassers with the job editing role

04 Canvassers

Cookies

Privacy Policy

We use Necessary Cookies  to perform essential website functions. For example, they’re used to log you in, save your language preferences, improve performance, route traffic between web servers, detect the size of your screen, determine page load times, improve user experience and for audience measurement. These cookies are necessary for our websites to work.

Necessary

We allow third parties to use analytics cookies to understand how you use our websites so we can make them preform better and the third parties can develop and improve their products, which they may use on websites that are not owned or operated by Squeegee. For example, they’re used to gather information about the pages you visit and how many clicks you need to accomplish a task. We use some analytics cookies for advertising.

Module 4.2: Adding jobs and quotes for canvassers with the job editing role

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.

Newsletter

Proudly Supports