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.
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.