Enquiry on FAST → the local team
Customers do not know which branch to ring. They give a postcode and FAST finds the one team that covers it.
- 1
A visitor clicks "Find your local team"
Visitor
Open on the demo ↗ - 2
They fill in their details and the site postcode
Visitor
The postcode is what decides which team gets it.
Open on the demo ↗ - 3
They press send
Visitor
FAST finds the one team covering that area. No match and it asks them to check the postcode.
Open on the demo ↗ - 4
That team's office opens the enquiry list
Office
Open on the demo ↗ sign-in - 5
Open one to read it
Office
Open on the demo ↗ sign-in - 6
Call them, then press "Mark contacted"
Office
Name who owns it.
Open on the demo ↗ sign-in - 7
If it is work you want, press "Qualify"
Office
Write down why you took it.
Open on the demo ↗ sign-in - 8
Press "Convert"
Office
Creates the customer, the contact and the site address.
Open on the demo ↗ sign-in - 9
Build the quote
Office
Customer details are already filled in.
Open on the demo ↗ sign-in - 10
Send it for an internal check
Office
Open on the demo ↗ sign-in - 11
Send the quote to the customer
Office
They get an email with a link of their own.
Open on the demo ↗ sign-in - 12
They open the link and accept
Customer
No account needed.
Open on the demo ↗ - 13
Once won, set up the repeat schedule
Office
Open on the demo ↗ sign-in - 14
Activate it
Office
From here the calendar fills itself.
Open on the demo ↗ sign-in - 15
Choose the source schedule
Office
A visit comes from exactly one source. Pick the recurring schedule the work belongs to; the field's own help text names the order to follow.
Open on the demo ↗ sign-in - 16
Show active occurrences
Office
The button stays unavailable until a schedule is chosen, and says so. Once one is chosen, press it to list that schedule's active time windows directly under Source schedule.
Open on the demo ↗ sign-in - 17
Choose the time window
Office
Each line is one occurrence — its date, and its start and end times in the schedule's own timezone.
Open on the demo ↗ sign-in - 18
Use selected occurrence
Office
The chosen window is copied into Scheduled start and Scheduled end, so the visit matches the schedule exactly rather than being typed in by hand.
Open on the demo ↗ sign-in - 19
Create the visit
Office
Add the client and site, then press Create visit.
Open on the demo ↗ sign-in