appointments

  • Creating a Work Order within a Person Record/Submission - Updated 5/22/2020

    *You must be an Internal User/Processor within FastGem instance to access this feature. 

    Create/edit as many work orders as necessary and attach to one customer record with the updated Work Orders tab, now conveniently located at the top of your Person record underneath Action Log and Submission Data. 

    The following examples assume that you have already opened your customer's record, and chosen the 'Edit' option, and are currently on that screen. 

     

     

    1. Locate the 'Work Order' link at the top of the record's 'edit' view. Click to expand. 

     

       

    2. To add a new Work Order/Package, click on green, 'Add New' icon. 

        

    3. Make the selections consistent with the package and/or Service Call that needs to be added. Be sure and select the correct dates/statuses, as this information will reflect which/when auto texts will be sent out. If you are sending a technician on the call, make sure you assign the Tech from the work order, so payroll is administered appropriately as well. (This may not apply to everyone). 

    4. Once you are finished adding the work order details, click the 'Save' button at the top of the 'edit' screen. 

     

    The Work Order is available for notation and reference in its own tab from this point on, but is still also accessible from the 'People' record as well.

  • Accessing & Utilizing the Action Log

    Accessing Action Logs

     

    • Accessing From Orders>People>Action Log Icon: 

     

    • Accessing from Orders>People>Plus Icon>Log Icon:

     

    • Accessing from Orders>People>Plus Sign>Edit Icon>Action Log:

     

     

    Utilizing Action Logs

     

    • Type in to search or scroll and select the 'Action Log Type' (i.e. Note, Inbound Call, Outbound, etc.):
    • Type in whatever notes you need to regarding the subject matter. Click save. The notes will permanently save in the action log below the 'Notes' field.: 
    • Always be sure and 'Save' or 'Save & Close' your work before exiting the 'Edit' view. 

     

    **You can also view/edit/utilize action logs via Orders>Work Orders and following the same steps as you would in 'People'. 

    ** When/if a customer responds to a text message sent from Action Log, it will appear in the QC log (Quality Control tab) 

    **To configure Texting templates and Note types for Action Log, you must have administrative permissions/user group. Login to back end (ADMIN) FastGem, go to Config>Quality Control to add/remove/edit Note types. Go to Config>Twilio to edit texting templates. 

     

     

     

     

  • How To Hide Select People/Work Order Status from a Selected User Group

    YOU MUST BE AN INTERNAL USER WITH MANAGE USER PERMISSIONS TO ACCESS THIS FEATURE

     

    THIS FEATURE ALLOWS YOU TO SELECT WHICH STATUSES A USER WITH EDIT PERMISSIONS HAS AS A SELECTIVE OPTION WHEN EDITING SUBMISSIONS/APPOINTMENTS. YOU CAN HIDE CERTAIN STATUSES FROM THEM WHILE EDITING BY COMPLETING THE FOLLOWING STEPS: 

    1. Login to ADMIN FastGem. 
    2. Click on 'Config.' 
    3. Click on 'Content Types.' 
    4. Click on 'Click Here to Edit' next to 'Submission Status' or 'Appointment Status' 
    5. Scroll to the status you want to hide and view the field in the  'HIDE from These Groups' column. Select the User Group in which you want to disable access to during editing. 
    6. Click the blue 'Done' button. Then, Click the green 'Save' button to finish.  
  • How to: Set up Auto Text to Rep or Tech When a Specific Status is Selected

    YOU MUST BE AN INTERNAL USER WITH ADMIN PERMISSION ENABLED TO ACCESS THIS FEATURE!

    1. Login to Back End (ADMIN) FastGem.
    2. Click on 'Config.' 
    3. Click on 'Content Types.' 
    4. Scroll to and click  on the 'Click Here to Edit' icon by ''Appointment Status'
    5. Scroll to the status you'd like for the rep/technician to receive a text notification for. Click into the 'Auto Text Rep'/'Auto Text Tech' field. Type in the exact text you would like the rep/tech to receive when this status is set in 'Appointments.'
       
    6. Click 'Done'.
    7. Click 'Save.'
      All done! 

     

  • MENUS: How to Rearrange Menu Columns

    IN THIS ARTICLE- YOU WILL SEE EXAMPLES SHOWING YOU HOW TO REARRANGE THE COLUMN ITEMS IN ANY GIVEN TAB ON YOUR FRONT END FASTGEM'S MAIN MENU SELECTION.

    **Video included as well as Step by Step instructions. 

     

     

     STEP BY STEP : 

     

     

     (IN THIS ARTICLE, WE CHOSE TO USE 'SUBMISSIONS' TAB COLUMNS AS AN EXAMPLE.) 

     

    <------- CHANGING THE ARRANGEMENT OF THESE OPTIONS

     

     

    FOLLOW THE STEPS GIVEN BELOW: 

    1. Click on 'Menu' at top of page, Click on 'All Menu Items'. 
    2. (In this training article, we are using the 'Submissions' tab menu option as an example in utilizing this information.) Click on 'SUBMISSIONS'
    3. CLICK ON THE 'OPTIONS' TAB. 
    4. SELECT THE FIELD COLUMN YOU WANT TO MOVE/REARRANGE BY CLICKING THE BLUE COMPASS ICON AND DRAGGING THE COLUMN FIELD WHERE YOU WANT IT TO APPEAR ON THE FRONT END MENU (i.e. IF YOU WANT 'FULL NAME' TO BE LOCATED TO THE LEFT OF THE 'STATE' COLUMN IN THE FRONT SUBMISSIONS TAB, YOU WOULD DRAG IT TO THE SPACE ABOVE THE STATE FIELD IN BACK END)    CLICK 'SAVE' or 'SAVE AND CLOSE' TO FINISH. 
    5. CHECK FRONT END FOR CONSISTENCY. 

     

  • Rearranging Statuses in Content Types

    YOU MUST BE AN INTERNAL USER WITH ADMIN PERMISSIONS ENABLED TO ACCESS THIS FEATURE!

     

    1. Login to ADMIN FastGem (Back end). Click on 'Config' option. 
    2. Click on 'Content Types' on the upper horizontal menu on the following page. 
    3. Click on the 'Click to Edit' icon to the right of whichever status type you wish to rearrange. 
    4. On this page, reposition the statuses in the order you want them to appear in front end by clicking the 3 stacked dots to the left of each set of fields. 
    5. When you are done repositioning, scroll to the bottom of the box of fields, and click the 'Done' button. Then, click the green 'Save' button to finish up.
  • Setting an appointment/work order up for Payroll

    1. Login to FastGem (Front end). Click on 'Appointments' 
    2. Click on the name of the customer you need to send to the upcoming payroll.