In this video, we will be sending a message from the client side of the CleanTelligent app.
First, log into the CleanTelligent mobile app. To create a new message, click the Plus sign. From the drop-down, select the relevant location. Give your message a subject, followed by the message you would like to send. You also have the option to add a due date to your message. You can also attach a file by selecting Upload. Once completed, click the Send button in the upper right-hand corner.
What is a Work Order A work order is a means of communicating needs to service providers and communicating how that work is proceeding to contacts from their clients. For a more detailed review, see Work Orders Overview. You can Create a Web Work ...
Video Transcript Message Types are used to categorize work orders at creation. When you create a work order, you can assign one or more message types to it so that specific people can be notified of the different types of work orders. First, you need ...
Video Transcript Welcome to CleanTelligent’s guide to the view your Contacts have when they log in. This view is dependent on the user permissions you give your contacts. For our purposes today we have given this contact all permissions. The view ...
When dealing with work orders you may want to prioritize your work and your Clients may also have priorities for their requests. You can have separate priorities from a Client side of things vs the Employee/Contractor side of things. A Contact from ...
Occasionally, you may have new work orders created for a location you can see and are responsible for but they will be placed into the Work Order History and not the Inbox. Why does this happen and how can this be changed? Scenario 1: The work order ...