Set up for Invited Service Providers

Set up for Invited Service Providers

Set up for Invited Service Providers

Last Updated: April 27 2023

Applies to: All registered users 

 

Get the best by using Doinn!
In this article you will find out how your daily operations will be simplified.

1. Create catalogues
2. Add your team
3. Services
4. Dispatch all jobs & use Operations app
5. Get teams install and start using Operations app
6. Monitor & Forecast business insights

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1. Create catalogues 

Define your services, prices, duration and locations.
Think that each catalogue is a price list/quotation used to automate all scheduling and reporting.

Follow these steps:

a. Go to Catalogue tab

b. Go to "Template" tab from Catalogue menu

c. Choose among the available templates the one that best fits you

d. Select "Make a copy" and rename it

e. The catalogue is now visible in "My Catalogues" tab

f. Click on your new catalogue created and personalize it

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2. Add your team

Add internal teams to co-operate more efficiently.



Follow these steps:

a. Go to People tab

b. Select "Add a member" from Member tab

c. Define the role of the member and fill the contact information

d. Send the invitation

e. Once the invitation is accepted check among your members

d. Select the new member and complete all the personal information needed

e. From tab Team, select "Add a team" and choose the members you want to group as team

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3. Services

Get the jobs from your customers in same dashboard.

Follow these steps:

a. Go to Service tab

b. Use the filters to navigate among your period and source

c. See the detail of each service and assign it  to your team

d. Use the Dispatch view to easily organize the workflow

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4. Dispatch all jobs & use Operations app

Automate dispatching and plan next day in 5 min using Doinn.
In the dispatch is possible to easily assign services to people by using drag and drop capabilities. 

 

Follow these steps:

a. Go to Service tab

b. Click on "Dispatch" from Automation tab

c. Click on the services that are unassigned

e. Drag and drop the service into the person you want to assign the service

f. This will immediately assign and send the service to the worker you have selected

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5. Get teams install and start using Operations app

Now that your team has been invited and has accepted the invitation, each member can access to Doinn with its own account and see the daily tasks.

By using the Doinn Operations Center app, your workers can:

a. See all the services assigned

b. Use the powerful functionality od Start and Stop to keep track of each service
     Start: the worker select start when starting the service
     Stop: the workers select Stop when the service is completed

c. Add a note, add pictures

d. Report an issue directly from the app

 

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6. Monitor & Forecast business insights

Monitor & Forecast quality, logistics, productivity and financial indicators.

There are 5 tabs: Operational, Financial, Performance, Logistic and Quality so you can analyze from the service duration by each property to the margin by employee/customer.