In main menu under your business name to the left of the screen, click arrow for ‘All Areas’ This will drop down all areas that you are active for in the app Selecting a specific area in this drop down will filter information for that specific area for ‘Dashboard’, ‘Work Orders’, ‘Team’, ‘Customers’, ‘Customer Invites’ and ‘Calendar’ Selecting ‘All Areas’ will show information for all areas of each category in the main left menu.

Click on ‘Work Orders' in left column This will show your work order dashboard Select what status of work orders you want to view Assigned Reschedule Scheduled Started Canceled Completed Paid Selecting one of these categories will show all work orders for that given category

Find the work order for the customer you want to send a message to Click on ‘Work Orders’ in left column Find which work order you want to send message to Use search bar at top right of work orders dashboard Enter client name or work order number (work order number is the fastest/easiest way to find the ticket) Select work order status that ticket is in, scroll and find ticket Click ‘View/Edit’ for the ticket you want to send message in Ticket will open, scroll down to ‘Messages’ Click ‘Add Message’ Enter message and click ‘Save’, message will be sent to client for that ticket

Yes. When you ‘View/Edit’ a ticket, there is a section called ‘Internal Notes’ (at the bottom left of the ticket). Any notes entered here will not be seen by the client. ‘Internal Notes’ can be seen by the tech assigned to the ticket, any admin or area manager or scheduler. ***Any note entered in ‘Messages’ will be seen by the client for that ticket.

Select ‘Team’ in the left main menu Select ‘Add Team Member’ Enter their name, work email and phone number Click the drop-down for ‘Select a Role’, select ‘Technician’ Click on drop-down for ‘Select User Areas’ Click what area(s) the new Tech will be servicing Assign a color for the new Tech Click ‘Save’ – you will see a pop up confirming the new team member has been added to the team ***Once you click ‘Save’, Vendortap will send an email to the tech requesting them to download the Vendortap application to complete the sign in process. The new team member will show up under ‘Team Invites’ when clicking on the ‘Team’ dashboard until they complete the sign in process on their phone. Once the sign in process is completed, they will show up under ‘Team Members’

See ‘How to add tech as team member’ The tech will have to download the Vendortap app and log in using their work email you used when setting them up as a new ‘Team Member’ and enter a password.

Select ‘Team’ in the left main menu Select ‘Add Team Member’ Enter their name, work email and phone number Click the drop-down for ‘Select a Role’, select ‘Scheduler’ Click on drop-down for ‘Select User Areas’ Click what area(s) the new Tech will be servicing Click ‘Save’ – you will see a pop up confirming the new team member has been added to the team

Select ‘Team’ in the left main menu Select ‘Add Team Member’ Enter their name, work email and phone number Click the drop-down for ‘Select a Role’, select ‘Store Manager’ Click on drop-down for ‘Select User Areas’ Click what area(s) the new Tech will be servicing Click ‘Save’ – you will see a pop up confirming the new team member has been added to the team

Click on ‘View/Edit’ for the ticket you want to schedule Click on the ‘Schedule’ button at the top right of the ticket The calendar opens and schedule the ticket

Yes! When scheduling a ticket for a specific day/time, only the technicians that are not already scheduled for that day/time will be available to be selected for the newly scheduled ticket.

No. Only one tech can be assigned to any one ticket.

Scheduling the same tech on the same day requires a 30-minute space between tickets. This will allow the tech time to get to their next appointment.

It may make sense to reach out to the customer to clarify their needs before taking any other action. If it is clear that the ticket is not in line with your business category, reach out to your Vendortap area manager and they can reassign it to the proper vendor category.

Select the ticket you want to reschedule, click ‘View/Edit’ Click the ‘Reschedule’ button at the top right of the ticket Reschedule as needed

Yes – Technicians can cancels work order if assigned to them but have to give a reason why. Admins/Schedulers can also cancel work orders and must give a reason why as well.

Yes, a tech can reschedule a work order that has been assigned to them. A tech that is signed into the Tech App, can select the ticket they want to reschedule and click the ‘Reschedule’ button at the bottom of the ticket. This will require the tech to enter a note as to why the ticket needs to be rescheduled. Once a note is entered, they click ‘Yes, I’m Sure’ and the ticket will move to the ‘Reschedule’ category in the ‘Work Orders’ tab in the admin dashboard.

Go to ‘Work Orders’ Select ticket you want to add line item to and click ‘View/Edit’ Click ‘Add Line Item’ under the ‘Line Items’ section of the ticket Add details and value for line item Add another line item if needed by clicking ‘Add Line Item’ Once line item(s) are added, click ‘Save Line Items’

Yes – same as a vendor admin is able to: Go to ‘Work Orders’ Select ticket you want to add a note to and click ‘View/Edit’ Select what type of note to enter ‘Internal Notes’ or ‘Messages’ ‘Internal Notes’ are not seen by the client, these notes can be seen by scheduler, technician or vendor admin ‘Messages’ are seen by everyone that can access the ticket, including the customer Add message and click save

Go to ‘Work Orders’ Select ticket you want to request a payment for and click ‘View/Edit’ Go to ‘Line Items’ – click ‘Edit Payments’ Click ‘Request a Payment’ Enter details (ie: partial payment, deposit, etc…) Enter amount of payment to be requested Click ‘Save’

This is used for partial payments to help cover material costs or to break up larger ticket amounts to make it more manageable for the client.

There is no limit to the number of times a payment request can be made. It may make sense to ask for a deposit, then ask for a payment to cover material costs, then maybe ask for a partial payment if the total

Yes, a store manager can add technicians Select ‘Team’ Select ‘Add Team Member’ Enter name, email and phone number Select role drop down and choose ‘Technician’ Select color for new technician Click ‘Save’

No, a scheduler cannot add technicians. Vendor admins or Area Managers are able to add new team members including technicians.

No, a scheduler cannot add more photos to a work order. A client is able to add more tickets until the ticket is ‘started’. Once ‘started’ they are no longer able to add pictures. Technicians are able to add pictures to a ticket once the ticket is ‘started’ and up until the ticket is ‘completed’.

There is no limit to the number of schedulers that can be added to your team.

There is no limit to the number of technicians that can be added to your team.

There is no limit to the number of store managers that can be added to your team.

Yes, you select the areas for your technician when setting up a new ‘Team Member’ or add/remove areas for a technician. Setting up new technician Go to ‘Team’ Click ‘Add Team Member’ Add name, work email, phone number and role ‘Technician’ ‘Select User Areas’ dropdown box pops up, select area(s) that you want the new technician to work tickets in Select technician color Click ‘Save’ Adding/Removing areas to existing technician Go to ‘Team’ Click ‘View/Edit’ Go to areas and click areas to add or remove Areas already selected will show up in a box with an ‘x’, click ‘x’ to remove the area Click the ‘Areas’ drop down to see all areas available to select, click on any area to add if not already selected Click ‘Save’.

Yes, you select the areas for your Store Managers when setting up a new ‘Team Member’ or add/remove areas for a Store Manager. Setting up new Store Manager Go to ‘Team’ Click ‘Add Team Member’ Add name, work email, phone number and role ‘Store Manager’ ‘Select User Areas’ dropdown box pops up, select area(s) that you want the new Store Manager to manage Click ‘Save’ Adding/Removing areas to existing Store Manager Go to ‘Team’ Click ‘View/Edit’ Go to areas and click areas to add or remove Areas already selected will show up in a box with an ‘x’, click ‘x’ to remove the area Click the ‘Areas’ drop down to see all areas available to select, click on any area to add if not already selected Click ‘Save’

Yes, you are able to invite a customer to the Vendortap application Go to ‘Customer Invites’ Click ‘Invite Customer’ Fill in customer name, email, phone number and address Click ‘Save’ The customer will receive an email with a link that will direct them to download the Vendortap client application.

Click on ‘Customers’ Select customer you want to create a work order for (you can use the ‘Search by Client’ tool at the top right of this page Click on ‘Create Work Order’ If your company services more than one category, select from the ‘Select a Category’ drop down for the service category needed for the ticket Enter a description for the ticket If the client has more than one address, select the correct address for the ticket you are creating Click ‘Save’

Yes, there is a way to bulk import a customer list Go to ‘Customer Invites’ Click on ‘Bulk Import’ Choose file on your computer to import (CVS or .xlsx files only) Click ‘Upload File’

Yes, vendor admins can see all team members for all areas at any given time. Even when filtering by area, all team members show up in the ‘Team’ tab.

Yes, Store managers will only see all team members associated with their business service areas.