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Office Administrator

Your franchise's day-to-day work

OfficeAdministratorYour franchise'sday-to-day workEnquiry pipelineEnquiry pipelineNew enquiry from a phone callOpen a new enquiryMark contactedEdit enquiryQualifyReady to convertConvert: the clientConvert: the homeQuote builderMark lostReopen a lost enquiryClosed enquiriesClients, contacts & homesClientsNew clientOne page per clientAdd contactMarketing consent by channelAdd homeHome features set the skillsHome detailTemporarily close a homePut a client on holdQuotesQuotesQuote builderAdd the priced linesSaved as DraftOptional internal reviewSend to clientSent: the version is lockedAccepted, with its first visitRe-quote after a changeCancel quoteExpired after its dateRecurring scheduleRecurring schedulesNew recurring scheduleCharge line and usual operativeActivateThe schedule and its visitsPause and resumeChange days, price or operativeEndMonthly, quarterly and seasonalOperative profilesOperativesNew operativeSkills and one cleaning levelA self-employed operativeOn leave or suspendedMark as leftAssignment & rotaA visit with nobody on itWhat the visit needsAssign operativeThe assignment on the visitWithdraw before the work startsVisit reviewSchedule, VisitsA completed visitApprove the completionApproved and read-onlyReturn for reworkMove a visitCancel visitReplace a failed visitTimesheetsWorkforce, Timesheet approvalsCheck the claimApproveApproved and lockedReturn for a changeEnter a timesheet for someoneOpen a correctionReports, Approved hoursOperations exceptionsSchedule, Operations exceptionsVisit with no operativeWork that cannot be billed yetDelivered without a photographInvoice to paidGenerate invoiceThe draft invoiceHours not approved yetEdit invoiceSend to clientFinance, InvoicesFinance, PaymentsMatch to invoiceBrand site enquiryThe enquiry under NewWhat the visitor asked forFranchise site & widgetCaptured by widgetThe enquiry under NewEvidenceThe office sees it on the visitSchedule, EvidenceOne photo, enlargedXero syncXero sync logNotificationsThe bell

Enquiry pipeline

Clients, contacts & homes

Quotes

Recurring schedule

Operative profiles

Assignment & rota

Visit review

Timesheets

Operations exceptions

Invoice to paid

Brand site enquiry

Franchise site & widget

Evidence

Xero sync

Notifications

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