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Substitutoo user guide

Substitutoouser guideKey functionsWhat Substitutoo doesTerritory routingThe address finds the teamEnquiry pipelineNew to Won, then a client with a homeOnline quotesDecided from the customer's email, no accountRegular cleansVisits booked weeks aheadAssignment & rotaSkills, hours and clashes checkedVisit on the phoneMy Day, Brief of Works, Start work, CompletePhoto evidenceWorks without signalVisit approvalChecked by the office before it is billedTimesheetsHours and travel approved, then lockedInvoices & XeroPayments back from XeroFranchise websitesOwn pages, and enquiry widgets elsewhereFranchises & territoriesOpened by Head Office, each with its own dataCustomersEnquire and decide quotesVisitorFind your local teamSend an enquiryUse a franchise's own siteEnquire through a widgetAccept or decline a quoteReceive an invoiceAsk to become a partnerFranchiseThe work in its territoryOperativeSee today's visitsRead the Brief of WorksStart workTake photos and add documentsReplace a wrong photoComplete the visitFill in a timesheetCheck the rotaOffice AdministratorWork the enquiry pipelineConvert an enquiry into a clientKeep clients, contacts and homesBuild and send a quoteSet up a recurring scheduleAdd operative profilesAssign operatives to visitsApprove or return a visitApprove timesheetsClear operations exceptionsGenerate and send invoicesMatch paymentsFranchise OwnerKeep the franchise's detailsManage team accounts and seatsSet pay rates and identifiersEdit the franchise's websiteCreate enquiry widgetsConnect XeroIssue self-billsRead the month's reportsRead the franchise's auditRecord an offline quote decisionNetworkThe brand and its franchisesHead OfficeAllocate unplaced enquiriesTurn a partner into a franchiseOpen and activate a franchiseSuspend or close a franchiseDraw territoriesEdit the brand siteKeep the shared listsManage usersHandle GDPR requestsWord the notificationsRead the audit logWatch System statusFranchisorSee every franchiseCompare work and moneyOpen one franchise's figuresRead and export the audit summarySystemSign-in and the instanceAccountSign inReset a forgotten passwordEdit your accountTurn on two-factorLog outSwitch users in the demoAdministratorWatch the scheduled jobsSet feature flagsDeliver an instanceSee the People list

Key functionsWhat Substitutoo does

CustomersEnquire and decide quotes

FranchiseThe work in its territory

NetworkThe brand and its franchises

SystemSign-in and the instance

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