Todo

How do I create a Todo Job Card for a New Client?

1. Navigate to the Todo Tab Menu

2. Click the floating + button.

3. Click the New Client button

4. Enter the Clients First Name, Last Name & Address

5. Select Client Account Type (Business or Private) & Enter Company Name if Business Account

4. Enter the Clients Address, Email (to be used as the username) & Phone Number (to used for the OTP when signing in)

5. Click the SAVE button.

7. Select the Job Card Checklist/Workflow/Survey (refer to Workflows on how to set them up)

8. Enter the description.

9. Enter the address.

10. Pick the Completion Date.

11. Attach a Image.

12. Click the SAVE button.

How do I create a Todo Job Card for a existing Client?

1. Navigate to the Todo Tab Menu

2. Click the floating + button.

3. Click the Existing Client button

4. Pick a client from the list of existing clients

5. Select the Job Card Checklist/Workflow/Survey (refer to Workflows on how to set them up)

6. Enter the description.

7. Enter the address.

8. Pick the Completion Date.

9. Attach a Image.

10. Click the SAVE button.