• Help Categories

Quality Control/Follow Ups

Filters
List of articles in category Quality Control/Follow Ups
Title Hits Vote Rating
Manual Quality Control/Follow Ups Hits: 1142 Vote: 0 Rating: 0
Adding Notes to Customer Records (for Processors/QC to See) Hits: 3248 Vote: 0 Rating: 0
Accessing and Clearing Follow Up Flags from Customer or Work Order List and Edit View Hits: 1248 Vote: 0 Rating: 0
Setting Up Automated Quality Control/Follow Ups Hits: 922 Vote: 0 Rating: 0
Creating a Follow Up Flag and Assigning QC to a Person or Work Order Hits: 1041 Vote: 0 Rating: 0

Categories

  • Actions/Action Logs (1)

  • Creating and Editing Users/Records/Groups (20)

  • Equipment and Inventory (3)

  • Forms (0)

    • Building/Editing Forms (Admin/Backend) (24)
    • Tech Forms (Front end) (2)
    • Customer Verification Forms (Front End) (1)
    • Order Forms (Front End) (1)
  • Invoicing and Payments (5)

  • Leads and Customers/Submissions/People (8)

  • Mass Update/Upload/Texting Tool (4)

  • Menu Items: Creation, Display, and Organization (6)

  • Misc/Multiple (15)

  • Messaging/Communication in FastGem (0)

    • Internal Communication (User-to-User(s)) (3)
    • External Communication (User to Customer(s)) (3)
    • RingCentral within FastGem (2)
  • Overlay Tool and Provider Portals (11)

  • Packages and Providers (4)

  • Payroll (0)

    • Misc Payroll Training (16)
    • Commissions and Payplans (12)
    • Promotions and Rep Adjustments (5)
  • Quality Control/Follow Ups (5)

  • Reconciliation (1)

  • Reporting (6)

  • Search Tools (2)

  • Scheduling (3)

  • Tasks (3)

  • Timeclock (4)

  • Work Orders (AKA Appointments) (6)

Tags

  • Training
  • training-admin
  • training-internal users
  • training-processors
  • training-payroll admin
  • training-form management
  • training-sales reps
  • Troubleshoot
  • training-house
  • training-techs