Feature Overview:
We are excited to announce a new feature that enhances the efficiency of FieldAware Schedulers. You can now create and schedule quotes directly from the scheduler view using either the right-click menu or the Plus (+) dropdown selector. This update allows you to quickly generate quotes without navigating away from the scheduler view, streamlining your workflow.
Roles & Rights:
This functionality is included with the existing role & right for Create Quotes. No additional permissions are required.
Benefits:
Efficiency: Quickly create quotes without leaving the scheduler view.
Accuracy: Pre-populated fields reduce the chance of errors.
User Experience: Streamlined workflow enhances the overall user experience.
How to Use:
1. Right-Click Menu:
Right-click on the desired technician row.
Select "Schedule Quote @ hh:mm AM/PM."
Complete the quote creation form and submit.
2. Plus (+) Dropdown Selector:
Click the Plus (+) icon.
Select "Quote" from the dropdown.
Complete the quote creation form and submit.
Feedback and Inquiries:
If you have any questions or encounter any issues, please don't hesitate to contact our support team. We're here to help you make the most of these new workflow improvements!
For the best experience, use the Help and Support option in the Help (?) menu:
