What the Customer Can Do

  Purpose: empower the customer to have full control to solve their own problem without the wait for resolution or the help of support team Available to: Non paying customers, trialling customers, subscribed customers and anyone searching assistance from Spotio Support or visiting support.spotio.com Goal: customers can easily resolve routine tasks and assist in their success with Spotio on their own Mobile App Non-paying/Trialling/Paying customer Access to Map & List view Can add/edit/delete PINs Tapping on home Plus sign Filter funnel Map Options Switching from - Standard, Satellite or Hybrid map views Status Counter - the number displayed on the pin Locator Territory Management - accessible ONLY to customers on Sprint Plans Total number of status filtered/shown on map Appointments Within pins From menu options Leaderboard Feature is ONLY accessible to customer reg to Accelerate or Sprint Plans Chat (customers internal chat with team members) Feature is ONLY accessible to customer reg to Sprint Plans Settings Manage Users - accessible ONLY to Agility, Accelerate & Sprint Plans Email report - will only show recent activity Company Docs - accessible ONLY to Agility, Accelerate & Sprint Plans Support chat Support Forums About - shows phone & map and user details associated with Spotio Where they can Log Out Web App Trialling/Paying customer Access to Dash, Map, List, Calendar, Reports & Settings Add/edit/delete PINs Tapping on home PIN icon Funnel Panel - accessed from map and list views Filtering: Search - custom field info Date Location Verification Current Users Status Bulk Actions Re-assign Change status Delete Territory Management - accessible ONLY to Sprint Plans Map Options Move pin Switching from - Standard, Satellite, Terrain or 3D views Zoom in/out of map Chat List options Select/Deselect header options Chat Calendar Add/Edit/Delete Appts. Basic calendar filters Planner view - accessible ONLY to Sprint Plans Reports Can create Standard & Historical reports Save Reports Export function - available only with given permission Settings - access varies based off of users permissions PIN Settings Statues create/edit/delete KPI Groups Fields create/edit/delete Users User Management Activate / Inactivate Members Filter by Users Status Active Inactive Invited Trialling   Edit Profile Search by User’s Name Import Data Upload csv Access to Import History Can delete imported files Account Account Details Upgrade plan View balance and next charge date Change Time Zone Update billing Set whether or not All users see territories - applicable to Sprint Plans Notifications Daily Summary Reports Weekly Summary Reports Integrations Zapier Google Drive Google Calendar JobNimbus MarketSharp Website Non paying customers, trialling customers, subscribed customers visiting spotio.com will be able to filter through Features Pricing Blogs Start a Free Trial This will apply to new visitors like the leads that come through Login to their Spotio Account Live Chat Support Access to the ways to get in touch with us Terms of Service Privacy Policy Social Media (Spotio Community, Linkedin, Spotio FB Page…) engagement with other customers, connecting with them for common use cases responding to their problems or issues within a timely basis. Consistent updates on with blogs Weekly Pro-Tip lives Status updates of Spotio performance - anytime FB has gone done we post it within the community Live Chat Accessible to registered or non-registered customer from The Website The Web App Mobile App Schedule Calls Accessible to registered or non-registered customers from The Website The Web App Mobile App Submitted Ticket Call into Support Callbacks are performed for an inbound call was missed from a customer to our 1866 or Salesforce Support Forums Customers can visit support page at support.spotio.com for self service how to’s that include Onboarding quick wins The Web features The Mobile FAQ’s FreshDesk Tickets Customer can get an accurate a quick response to their issue that they can track from beginning to end. Customers will receive notifications as to the progress of their issues, and responses via email.