Job Correspondences
What are Correspondences?
Correspondences allow you to track when you’ve contact the client. They can be configured to automatically record a copy of the correspondence in the external notes as well.
Do job correspondences delay the 48 hour schedule window requirement?
Yes they do.
(...more)Job Page Explanation
This post will break down what information is located on each job page.
(...more)Job List View
The Job List View contains all of the relevant jobs from the beginning of time. Use this page to search for jobs.
(...more)Calendar View
The calendar view shows all of the jobs that have been scheduled or completed.
(...more)How to Manually Ingest Jobs
Manually Ingesting jobs can sometimes be required if there is a glitch in the system. On rare occasions, the portal fails to either create a new job from a new job in the Home Depot system, or update an existing job when it has changed from the Home Depot side.
(...more)New User Flow
This page describes the steps required to add new users to the Blinds Portal. Follow these steps in order to enable new hires to access the portal.
(...more)Installer Dashboard
The dashboard is the first place that you reach when you log in. It contains most of the links and info you will need throughout your day in order to complete all of your tasks.
(...more)Administrator Dashboard
The dashboard is the first place that you reach when you log in. It contains most of the links and info you will need throughout your day in order to complete all of your tasks.
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