FieldInsight

How to run the Follow Up Report and filter your results

Setting Up a Follow-up Report

Now that we've learnt to use the Follow-up Report, we'll cover Advanced setup of reports in this guide: Learn how to customise your reports based on your specific client requirements.

Customising the Follow-Up Report

Setting Up a Sales Document Triggered Emails

Setting Up a Sales Document Triggered SMSs

Jeffry Juni

Natasha Tyrrell

Set up advanced reactive job workflows including triggers, automations, and linked job templates.

Advanced Configurations

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FIELD SERVICE MANAGEMENT SOFTWARE

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.