Work order, periodic work order, request, customer, object history
There are some situations where detailed actions history is required. There are cases when administrator must see who, when and what changes made to the work order, request, customer or object.
You can review work order's history by accessing its detailed view. The history is displayed in the format where the action comes first, field of change comes second and after that previous and new values are visible.
The feature might be turned off for your account. If you want to use it, please let Frontu know and we will be able to set it up for you.
For more information please visit: https://help.frontu.com/en/articles/9874978-history-review
My email and browser notifications
Frontu team did some great work with helping you organize different kind of notifications.
From now on, the user can choose what events he would like to be informed about. If the checkmark is not added, than the specific notification will not be sent.
There are two types of notifications: browser notification and email notification. If the checkmark is added, user will get that kind of notification.
This is an example of Browser Notification. If you click on it, you will be redirected to the specific request (in this case) or work order.
Email Notification shares more information such as a client, object, creation date and time, creator etc. Open button on the right up corner will let you to reach the request or work order by one click.
One more important thing before starting using notifications is to select the notifications policy. This means that you can select the rule for notifications.
More information related to browser and email notifications can be found here: https://help.frontu.com/en/articles/8061663-set-up-profile-and-notifications
Changes for remote signature
You are already familiar with remote signature feature. However this quarter we made some improvements to it and we would like to let you know what changed.
From now on, you can send remote signature request not only by email but also by phone. To send updated or not signed work act to client, administrator should choose envelope icon next to work order status and fill in required client information to request signature.
The person will get email or SMS immediately and will be able to sign a work order. The work order will become "Completed" after the signature.
What is more, QR code icon next to the envelope will open QR code with a link under it. You can scan the code or click on the link instead.
The same QR code will be visible in the work order's detailed view. If the work order's status is unsigned or reopened, the QR code can be scanned directly from the detailed view.
There are more ways how you can benefit from remote signature, check them out: https://help.frontu.com/en/articles/9921040-remote-signature
Possibility to send an evaluation (feedback) for customer via SMS
The new feedback feature was designed for your customers to share their evaluation on completed work. By collecting this information you will be able to initiate any changes to ensure the best customer experience for your company.
To set up a notification, select "Yes" for "Send feedback request SMS". The text can be entered manually or you can use default text.
The key %feedback_url% in the message must be used if you want to use a standard Frontu evaluation form that looks like this:
However you can use any external link for the feedback form. SMS feedback will be sent to customer's phone number right away when the work order's status becomes "Completed".
Preview and edit actions for Customers and Objects
Customer/object preview and edit actions were improved. From now on, the user will not need to leave a work order's screen, go to the menu and edit entry. User will be able to edit data from the work order directly.
By clicking on the info icon next to the client or object, you can open and review the entry. You can also make any changes to the information if you have granted "edit" permission.
When a customer/object card is opened, you can use a navigation, contacts (email and phone number) or even share an information with others. Use green button "Share client information" if you want to share it with your colleague. Custom fields for customer/object are visible below the general information.
Selecting the pencil icon opens a pop-up window where users can modify the customer or object data. After making the necessary changes, click the "Save" button to update the information.