Leverage a range of features in FYI to take your job management to the next level by automating rollovers, information requests and job status updates. Making sure the team know when it's time for them to play their part and delivering a great client experience.
This 30-minute webinar covers advanced automations for your jobs to help you focus on the work, not the administration of your jobs.
In this webinar we cover:
- Blocking and Branching functions - to automate information requests and job rollovers.
- Custom Fields - automating job milestone management and tracking.
- FYI Tasks - using Tasks in your job processes to streamline and automate job state maintenance.
Click below to play a full recording of the webinar (30 minutes).
To download Quick Reference Guides and get user instructions for the sample automations mentioned in this session, use the links below.
Other useful help articles include: