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Substitutoo · User guide

Substitutoo user guide

Choose a role and open the task you need. Each step uses a fresh screenshot from that role, names the action to take and states the result to check. Captured confirmation forms are evidence of the available workflow, not proof that the action was submitted during documentation.

Open the field-work guide Start with public enquiries

From enquiry to reconciled service

Open a guide at the point where you need help.

How the service network is organised

Network governanceHead Office maintains partners, territories and shared enquiries; Franchisors review aggregate network results.
Head OfficeFranchisor
Govern the network without crossing partner data boundaries
Franchise OwnerTeam, local site, integrations and oversight
Office AdministratorEnquiries, quotes, visits and finance
OperativeAssigned visits, evidence and hours
Each Franchise Partner runs its own customers, homes and service records.
Franchise OwnerOffice AdministratorOperative
Households and visitorsVisitors explore domestic-cleaning services and submit an enquiry; customers decide a quote through a protected link.
Anonymous visitorAuthenticated user

Available actions depend on your account permissions. Choose the guides for the work you are responsible for.

Choose a task for your role

Find the instructions that match the work you need to do.

Anonymous visitor
Authenticated user
Operative
Office Administrator
Franchise Owner
Franchisor
Head Office
Administrator
Role switcher
All guides

Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
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