RollMaster Web Calendar -- RollMaster Software -- 5/23/2016
ROLLMASTERWEB CALENDAR
One of the biggest advantages of the RollMaster Web Calendaris the ability for Installers, Salespeople, and Staff to view a Job from anywhere, at any time, on any device with an Internet connection. As an Installer finishes on one job site, they can access the calendar and get details for the rest of the day, the week, the month, etc. Also, all the electronic docs (E-docs) attached to the Job can be viewedfrom anywhere, including diagrams, floor plans, photos, etc., including any Notesrelating to the Job. Additionally, when a Job is completed, the Installers, Staff, or Site Managers can upload photos, viewable by anyone with access,confirming the completed installation. The layout of the application is clean, slick, and easy to maneuver within.
Setup for the Web Calendar:
In the User Controlmenu of the System Control Maintenance module, you will see a menu titled User Web Dashboard. This control menu gives current Users access to the RollMaster Web Calendarand controls what he or she can do or see while in the RollMaster Web Calendar. When you access this menu, the screen will appear as follows:
Please Note: set up for Installers begins with creating a User IDthat matches their RollMasterInstaller IDin the User Control 1 menu. It does not matter what settings you select in that screen, you just need to get to the Custom Master Menuline and type XXXX. This will ensure the Installer has no access to RollMaster, but can login to the Web Calendarto view jobs. There are 3 controls that should be set to “Y” for yes for allInstallers. They appear as follows: Allow Access to the RollMaster Web, Allow Access to Installation Calendar, and If Installer login=Y…. With this setup in place, an Installer can only view Jobs, upload photos, and view images in the E-docsDiagramfolder on a Job.
In the User Settingsscreen above, the default User IDwill be the person currently logged in. That person’s Custom Menuwill appear to the right of their name for reference. Click on the User IDbutton to select another User ID. You can use the Compare User IDbutton to select from a list of Users to help determine what settings to apply. The selected CompareUser’scurrent settings will appear in the Comparecolumn. To change the current setting, double-clickin the Usercolumn at each applicable control. Click Saveto keep your changes. Two additional options in this screen appear as follows: Searchand Copy. In the Search field, type a search word to help locate a control, and then click Search. The screen above will display all occurrences of that word. The Copyoption at the top right will allow for copying of Controls to other Branches.
Accessing the Web Calendar:
You will access the RollMaster Web Calendarat first via CRM Assist. Right-clickon your RollMaster login to see a list of options. From the list, select Web RM Login. Once opened, you can save the address to your browser history prior to logging in. The screen should appear as follows:
Any User setup in RollMaster with permissions enabled in the User Web Dashboardscreen of the User Control menu (explained above), will use their RM login credentials in this screen to enter the RollMaster Web program. Based on a User’s settings, the screen will appear much like the following:
The Branchesbutton at the top middle will prompt a Select Branchbox for those with multiple Branches. The Install Calendaricon, when clicked, will prompt the RollMaster Web Install Calendar screen as follows:
Navigating the Web Calendar:
Use the up and down scroll bar to the right of the screen to move up and down within this screen. The Homeicon at the bottom left will return you to the home menu screen. The shot above is the default display screen. There are several options for sorting the detail that appears in the screen above and all will be explained in this section. The various colors represent different types of installation, i.e., Hardwood, Carpet, Tile, etc. If you move the cursor over a color box, an expanded box with additional info will pop up. If you clickon a color box, a complete Detailscreen will appear as follows:
At the top of the screen, below the customer info, are three interactive icons. The Pinicon will prompt your default navigation app showing the customer’s location. The Phoneicon will prompt a call to the customer. The Cameraicon will launch your photo app, to be used for taking photos, which can be added to the E-Docsprogram, both here and in RollMaster. At the bottom leftof the screen, you can access E-Docs(View Diagram files only),Notes, and launch a Signature screen as follows:
You can also assign an Installerfrom this screen or edit the Date, Time, Installercurrently displayed. On any Labor Line with a Labor Code, click on the arrow on the left side of the line, as indicated in the screenshot above, to prompt an Edit box for that line as follows:
Click the Editbutton to prompt an Editbox as follows:
Use the drop down arrows to select an Installerand Time, if applicable. You can also click on the Calendaricon to change the InstallationDate. Be sure to click the Updatebutton to save any changes.
Sorting Data in the Web Calendar:
The main display on the Home page defaults to the display settings in the screenshot below:
The Installer(3)view mode is the default. The Filter(1)button will prompt a new screen as follows:
Within this screen, you can drill down further to display by one or more Sales Person, Job Status, Accumulator Code, Open/Closed Jobs, Installer, and Customer. Click the Refreshbutton to see the changes reflected in the main display screen. The Install Code(2)button will display a summary of the type of installation along with the yardage/footage as follows:
One additional option in the Install Codescreen appears to the far right as follows: Week / Month. The default is Week, but you can click on Monthto see the entire Month’s Calendar.
Returning to the main display screen, the Print(4)button will print the data displayed on the screen. If you click on the down arrow at the All Lines(5)option, you will see options to view only Unassigned Lines, or only Assigned Lines. The All Installers(6)option can be changed to only Assigned Installers, or only Unassigned Installers. The Active Times Code Only(7)option can be changed to All Time Codes. If you click on the left or right arrow in the Today(8)button, you can advance a week out, or see the previous week displayed.
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