How to videos
A wide range of videos from various modules that explain how a feature works.
By Jonathan1 author3 articles
VIDEO - How to set up role-based order creation permissionsRole-based order creation permissions help to determine who can create orders and quotes. This streamlines the order and quote creation workflow within an organisation, and for customer portal users.
VIDEO - How to create orders from templates via the customer portalTemplates solve the recurring task Booking a the same route over and over on the customer portal. As a portal user, pick a template for standard routes and create an…
VIDEO - Automatic ETA recalculationAutomatic ETA recalculation continuously updates the estimated time of arrival at the next stop based on the driver’s current GPS position.