training-processors

  • Creating a Work Order within a Person Record

    *You must be an Internal User to access this feature. 

    Create/edit as many work orders as necessary and attach to one customer record with the Work Orders tab. 

    *The following examples assume that you have already opened your customer's or lead's record and chosen the 'Edit' option. They also assume you are not utilizing the overlay tool to access the provider portal (either because you are creating the order manually, or because the order has been created already and you are adding/changing information). For more information on FastGem's overlay tool and how to easily create a Work Order from within a provider portal, please see help article "Accessing and Utilizing Overlay Tools." 

     

    Locate the 'Work Order' section on the right-hand side of your screen. 

     

     

    Click to expand. 

     

     

    To add a new Work Order/Package, click on green 'Add New' icon. To edit, scroll until you find the Work Order and begin editing. 

    Make the selections consistent with the package or Service Call that needs to be added. The account number will usually be generated by the service provider (in this case, AT&T). 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. You can use the 'SCHED' hyperlink to view your scheduling calendar from here. For more information on Tech scheduling, please see help article "Schedule Availability on Tech Calendar." Add required equipment if necessary (This will be viewable to the technician so they can see what they will need. Pricing and details of equipment entered here will also appear on the tech forms for the customer to sign at time of install). Enter promotions and rep adjustments as needed. (This may not apply to everyone. The dropdowns and text boxes which appear when entering a Work Order are customizable and may look slightly different in your instance). 

     

    4. Once you are finished adding the work order details, make sure to click the 'Save' or 'Save and Close' button at the top or bottom of your screen. 

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

     

  • Accessing & Using Order Forms (Video)

    NOTE: WHEN A POTENTIAL CUSTOMER SUBMITS AN ORDER FORM (OR A REP/PROCESSOR SUBMITS A FORM ON THEIR BEHALF), A LEAD RECORD WILL BE AUTOMATICALLY CREATED FOR THEM IN FASTGEM. THEIR SALES REP WILL BE AUTOMATICALLY ASSIGNED AS THE REP LINKED TO THE SUBMITTED ORDER FORM. 

    NOTE: THE INFORMATION SUBMITTED VIA ORDER FORM WILL APPEAR IN A LEAD/CUSTOMER RECORD UNDER 'SUBMISSION DATA.' 

  • Accessing and Completing Your Assigned Tasks in FastGem

    If you've been assigned a Task by a FastGem user, then the next time you log into your FastGem instance, you will see a pink bar near the top of your screen, alerting you that you have unfinished tasks. 

    To access your assigned Tasks, you can click directly on the 'My Tasks' hyperlink in the red bar, or you can hover over 'Inbox,' hover over 'Tasks,' and click 'My Tasks' from the menu bar (This may be in a slightly different place depending on your instance's customization). 

    Once you have accessed your 'My Tasks' page, you can view the details of the tasks you have assigned to you, with any notes from the assigner displayed for your reference. To see more details, you can click on the Action logs, click on the Task Description, or click on the 'eyeball' icon, or you can add notes/edit the task using the 'pen and pad' Edit icon. 

     

     

    Once you have completed the task, you can change the Task Status using the status dropdown from the list view, or change the Task Status from within the task record. 

     

     

     

     

     

    Once you have marked the task complete, it will appear in the applicable Action Logs. 

     

    Thank you for using FastGem!

     

  • Accessing and Utilizing Overlay Tools

     

    *You must first install the FastGem Chrome Plug-in. If you have not done this, please see the training article on 'Installing FastGem Chrome Extension' before continuing this article.

     

    From within a SAVED Customer or Lead record, go to the 'Utils' tab:

     

    Select the Provider you need (if you do not see the necessary provider, please contact FastGem support so that we can enable them for you):

     

    The Provider's portal page should open in a new tab. If your Overlay tool is already installed, the screen below may automatically open in another tab. If it does, even if the bar at the top says "Success," make sure you've entered your login information and click "Submit" again. (For instructions on how to install the FastGem Overlay tool, please see help article "Installing FastGem Chrome Extension.")