This video will highlight your basic workflow on the desktop version of GorillaDesk.
Once you've created your jobs, all that's left is to put your GorillaDesk knowledge to use.
1. You can open a job from your calendar by:
Double-click on the job tile.
Clicking the job tile and selecting 'Open Job' to the right.
2. Once you've opened your job, you'll land on your job details tab, displaying:
Customer information
Job information
Time Window
Notes (Top note and Job note)
3. We recommend checking into your job and then checking the top note for any specific instructions.
The top note is an internal note (not client-facing) that will appear at the top of all jobs for that customer. For example, a gate code or any specific instructions.
4. Below that, you can add job notes as well.
A job note is also an internal note (not client-facing), but unlike the top note, it is specific to that job only.
You can add images and attachments to your job notes.
5. Moving over to your materials tab will allow you to see the materials that you've pre-defined in your service template. On this tab, you can:
Edit existing Materials
Add new Materials
Remove Materials
Pin favorite Materials
6. You can navigate to the work Order tab and check out of your job. Work orders are a great way to communicate pertinent job information with your customers without any price/cost associated. On this tab, you can:
Edit work order notes
Collect both client and tech signatures
Add Images
Generate a PDF copy of the work order
Print work order
Send work orders via Email, SMS, or both
7. When a job is finished, it is important to always change your job status to 'Complete' which will unlock the next recurring job.
8. If your job has an invoice attached, you will need to send the invoice by email or manually mark the invoice as 'Sent' in order to take that invoice out of 'Draft' status.
A balance will not be added to the customer's account until the invoice is in 'Sent' status
Manually marking it as 'Sent' does not actually send it to the customer, but rather manually adds that invoice's balance to their account.
9. Once your invoice is out of 'Draft' status, you are ready to add a payment. You will then have the ability to pay the full balance or enter a partial payment,
Click 'Add Payment'
Choose your payment method
Click 'Add Payment'
Once an invoice has been paid, you can navigate back to the 'invoice' tab to view your receipt. You can:
View PDF
Print receipt
Send your receipt by email
Once you've completed all of the steps above, you'll have a much stronger understanding of the workflow on the desktop version of GorillaDesk. Now, the last piece to the puzzle is understanding the workflow on the mobile app...