Dashboard
The Internal Dashboard serves as a centralized operational hub that delivers comprehensive visibility and control across all key business functions. It features... dedicated sections on Tasks and Providers for managing Customers facilitating seamless oversight of client interactions, task assignments, and service delivery partnerships. The Tasks module enhances workflow efficiency through structured task tracking and delegation. [+]
Customers
This module covers essential tools for managing user accounts, including creating, editing, and deactivating accounts, handling billings, payments, notes and chats... Users will also learn how to manage individual account details, preferences, and bookings effectively. [+]
Providers
This module covers essential tools for managing providers' accounts, including creating, editing, and deactivating accounts, handling billings, payments, and... The operators will have access to perform functions on provider's behalf [+]
Search for Providers- Manage Providers Profile
- Manage Providers Availability
- Manage Providers Bookings
- View and Edit Training and Certificate
Scheduling
The Scheduling module trains users on how to effectively search, book, modify, and cancel appointments, ensuring smooth management of single and recurring... bookings. It also covers applying discounts and managing related tasks.[+]
Accounting
The Accounting module equips users with the knowledge to efficiently search and navigate through historical, current, and draft invoices. It provides... comprehensive guidance on reviewing invoice details, processing adjustments, and managing invoice disputes. Users will also learn how to perform key accounting actions such as correcting billing errors, applying credits or debits, and maintaining accurate financial records within the system.[+]
- Access Accounting
- Managing Customer Invoices
- Review & Generate Invoices
- Handle Disputes
- Manage Group Invoices
Post Operations
The Post Operations module trains users on how to review details about the completed services, and make modification as needed to ensure accuracy of tasks performed.
- View & Navigate Post Service Bookings
- Modify Completed Bookings
- Manage Expenses & Payments
- Add Customer Feedback
- Add Provider's Feedback
Organization
The Organization module provides a centralized interface for viewing organizational details, managing associated branches, overseeing user roles and... permissions, and performing administrative tasks related to the organization’s structure and operations.[+]