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How to get started (in less than 5 minutes) Workflows for Business

How to get started (in less than 5 minutes) Workflows for Business

How to start (in less than 5 minutes) Workflows for Business

Workflows for Business

Workflow

The first thing to do is to select your workflow. To do this click on your name at the top right, click on Admin system, click on Manage users, then click on your name. Scroll down and select a workflow / role.

Set an hourly rate

While you are there add an hourly charge out rate for invoicing at a later time.

New users

To add a new users. Simply click on add a user, add a user manually. Obviously add their name, email and select a workflow.

Roles (workflows)

New roles can be created here under Roles.

Suppliers (mention)

Now let’s add some suppliers. Simply click add a supplier.

Tax rate

Input your tax rate, simply click add a tax rate.

Client settings

Now click on client settings, here add your VAT number (add 0 if not registered) and your hourly charge out rate for quotes and add your terms and conditions.

Job emails

Now click on Job Emails, check that your details are correct here. Make sure that there is something everywhere in each of these boxes and upload your company logo.

Help menu

Here is the help menu, click on your name and click help to get to the help menu.

Submit a request

Submit a request to us here.

Add a contact

To add a new contact, let’s get started, simply click on add a contact and just keep following the next button. It’s really very straightforward. (Note: email address and contact address is required for quotes, jobs and invoicing).

View contact detail

Once the contact is added you can click on their name to view details.  

Prepare a quote / view  / send

Let’s add a quote (in the Actions menu). Simply follow the steps, select the address, (add tasks and items), add any reference or purchase order number that you have received, when you are ready you can click approve. Let’s view the quote, this is what it will look like. This is what the customer will receive. They can simply click the accept button to accept (the quote). Let’s send it off to them right now. Once we are happy with it.

Accepted quote convert to a job

Once they respond to you to let you know that they accept, you can simply click on the view button and convert the quote to a job. Now you can select who you are going to assign to the job, put in the date and the time and the job will be added.

Job Sheet

Let’s look at jobs, click the jobs tab. This is what a work order or job sheet looks like. They can edit their time, they can mark the tasks as underway, they can add notes and they can go back and edit these notes, if they wish to. If more items have been used they can add them here. The customer can sign off the job as being done and complete. Then when it is all done the engineer will set as completed. There are a couple of checks to make sure everything is done correctly and it is all updated.

Show add a job

Let’s look at the jobs list. To add a new job, simply click on add a job. It couldn’t be simpler. It will already be assigned to the user that you have selected and on the date that you have given them, just add in some tasks and save it and it is all finished.

Invoice a job

Now let’s go and look at a completed job, because we can now process an invoice. You have choices as to how you prepare the invoice. Let’s view an invoice and see what it looks like. You can edit the descriptions if you like. When you are ready, click approve. You will notice, down the bottom that you can receive a payment and record the receipt of the payment here. You can also just email it (invoice) straight out to your customer.

Place a purchase order

Now let’s look at creating a purchase order for a job. Simply click on orders. Let’s look at a stock purchase order. Select a warehouse, which can be a vehicle or a warehouse location, or a project site. Start typing the name of the item that you want to add, enter the quantity, select the version (product version or variant) of that product and now you can view the purchase order, what it would look like when you send it off. Of course, it will have your logo here and your details and it will have a purchase order number. So you can click send.

Receive order

Now let’s look and see what happens when you receive those goods back into your store, into your vehicle when you pick them up, (or whatever). Simply add the purchase order number (it should be on the delivery docket you receive with the shipment). You can click receive all if there is a long list to save adding them or you can the receipt of the items one at a time.

Show in stock

To check stock levels, just click on the stock button and choose the warehouse that you wish to look at.

Now you are set to go! Have fun.

 

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CONTACTS

This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.

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TASKS

Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.

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GROUPS

Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.

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DOCUMENTS

Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.

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E-MAIL MARKETING

At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.

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EVENT REGISTRATIONS

Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.

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ADMIN

Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.

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REPORTS

Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.

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OPPORTUNITIES

A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.

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CASES / PROJECTS

A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall

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