This page gives instruction on how to Sign up and new client along with the location you will be working at.

Once you have logged on as a Manager you will see your dashboard. You can always get back to this screen by clicking your email address at the top right of the screen

Click on the “Add new Client” button to display the “Add new Client” form. Which will take you to the next step in the process, which is to add a Location.

Once you have entered the Name, Email and Password (including confirmation) you can click “Create User” button to take you to the next step in the process.

Above: The screen shot shows the form which is displayed after the “Add Location” button is pressed.

The manager fills in the Name and Address for the location the new client requires work to be carried out at. Clicking on the “Create Store” button will take us to the Screen allow us to set up The “Scheduled Maintenance” required by the new client.

In this case the client required a visit on the 1st Tuesday of the month for Testing and Maintenance and a second visit on the 3rd Wednesday just for Maintenance.

From the screen showing the new location information we need to create two different schedules using the “Add Scheduled Maintenance” button.

Above: Option required to set up Scheduled Maintenance for the 1st Tuesday of the month.
Above: Option required to set up Scheduled Maintenance for the 3rd Wednesday of the month.
Above: The new locations page once the two schedules have been set up.

Once a “Scheduled Maintenance” has been set up it is time to arrange the first visit for each. When the schedule identifies a day of the month the first visit not need to follow the ruling however all following visits will be calculated using the rules set.

Setting the First Visit of a Schedule

On the screen shown above click the “Show” button to take you to the screen where you can set the date for the first visit. Clicking on the “Schedule Visit” button will display the screen as follows:

Above: The screen capture shows the first visit being set up for the 1st Wednesday of the month.

Once, in this case both initial visits have been set up the locations screen shows both Schedules along with the first planned visit for each.

Above: A location with two different “Scheduled Maintenance” both with the first visit identified. 
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