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Substitutoo User guide

Visitor tasks
Account tasks
Office Administrator tasks
Operative tasks
Franchise Owner tasks
Franchisor tasks
Head Office tasks
Administrator tasks

Office Administrator tasks

Visitor tasks
Account tasks
Office Administrator tasks
Operative tasks
Franchise Owner tasks
Franchisor tasks
Head Office tasks
Administrator tasks

Pages

Enquiry pipeline to client
Clients, contacts and homes
Quote lifecycle
Recurring schedule
Operative profiles
Assignment and rota
Visit review and office actions
Timesheets and travel time
Operations exceptions
Invoice to paid

Presentation Open the live demo Live demo Get in touch

User guides

Choose a product for step-by-step instructions for each role.

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Overview
Office Administrator

Office Administrator tasks

Your franchise's day-to-day work

Enquiry pipeline to clientPipeline · Contacted · Qualify · Convert
Clients, contacts and homesClients · Contacts · Homes · Lifecycle
Quote lifecycleQuote builder · Send · Customer decides · First visit
Recurring scheduleRule · Charge line · Activate · Generated visits
Operative profilesTeam account · Profile · Skills · Lifecycle
Assignment and rotaAssign operatives · Checks · Rota · Withdraw
Visit review and office actionsVisits · Approve · Return · Reschedule · Replace
Timesheets and travel timeStart timesheet · Submit · Approve · Approved hours
Operations exceptionsExceptions · Why · Fix
Invoice to paidGenerate invoice · Send · Payments · Paid

Roles

Visitor tasks
Account tasks
Office Administrator tasks
Operative tasks
Franchise Owner tasks
Franchisor tasks
Head Office tasks
Administrator tasks

Pages for Office Administrator tasks

Enquiry pipeline to client
Clients, contacts and homes
Quote lifecycle
Recurring schedule
Operative profiles
Assignment and rota
Visit review and office actions
Timesheets and travel time
Operations exceptions
Invoice to paid

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Next: Enquiry pipeline to client
Presentation (PDF, 4.5 MB)
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