ADMIN PANEL
21.0 Admin Login
For admin login need below details,
● Admin Login
○ Email Id,
○ Password,
Figure : Admin Login Panel
Once entered valid data by clicking on the Login button admin was able to log into the application and
navigate to the admin dashboard page.
Using the search bar in the dashboard we can find the booking details once we enter the valid booking
reference.
Figure : Admin Dashboard
22.0 Admin
Admin menu contains 3 sub menus, which is mainly used to create an admin employee account
along with access privileges.
● Admin Users
● Admin Notifications
● Admin Role
22.1 Admin Users
Admin can create admin employees here! By clicking on “Admin -> Admin Users” list of admin
employees are listed here!
Figure: List of Sub-admin/ Admin employees
By clicking on add new user admin can create a new admin employee along with some page access
permission.
Figure: Create Sub-admin / Employee
There are multiple role types while creating a sub-admin. For each role (customer, vendor, Drivers,etc)
admin can allocate a sub-admin for some levels of approval.
22.2 Admin Notifications
Admin and each sub-admin / sub-employees are notified when new orders are placed , staff
assigned, Staff unassigned, Unallotted service person and Unprocessed etc.. So those
notifications are listed under “Admin -> Admin Notifications”.
Figure : Admin notifications
Overall notifications are listed under “My Notifications” and what all read by the admin / admin
employees those are denoted as “Readed” and all unread notifications are under “Unread”. BY
clicking on View option admin can view the notification and by clicking on “Go To” then admin
navigates to the respective order view page.
22.3 Admin Role
Admin at any time can add a new role and for this new role admin can set off some access privileges
here. At the same time admin can edit the role based on access permission. Can add new permission or
can remove permission from any role.
Figure : Admin Roles
By clicking on View option admin can see the particular role ,what all pages having access permission
and by clicking on EDIT admin can add / remove access permission.
23.0 Admin - Orders
All the customer booked orders are displayed under the “Orders” menu. There are 12 sub menus under
the orders menu.
23.1 All Orders
Its a collection of all order details, which includes all the below mentioned status orders.
23.2 New Orders
When a customer booked a service, then immediately 1 order was created in New Order. New order
contains 2 menus, which are View & Assign Vendor. View means we can view the complete order details
and the Assign vendor option is used to assign a vendor for this order. Here orders are identified by
Web & App. Particular order is placed from the website or via the Customer app.
Here “Assign Vendor” option when it will be available means, (a) vendor should created a pricing for
that particular service and admin too should accepted && (b) based on services type for cleaning service
and all customer can choose more than 1 staff, so in this case vendor also should have the sufficient
staff, above both (a) & (b) should match then only “Assign Vendor” option available else it won't be
visible.
23.3 Assigned Orders
Admin by clicking on “Assign Vendor” option, can assign the vendors for the orders. After being assigned
also admin allowed to “Re-assign the Vendor”. At the same time admin should need to assign the
vendor before 0.30 mins of appointment start date & time. Else when it comes lesser than 0.30
minutes then order moved to CANCELED status automatically.
23.4 Inprogress Orders
Driver / Service staff before starting the service should need to “Accept / Reject” the order. Vendors
should need to assign the service to the Driver before 0.15 mins of appointment start date & time.
Drivers before start the service are allowed to see the customer location but they can start the service
by entering OTP at the exact time of “Appointment Start Time” to before appointment end date & time.
So once entered OTP then service is started by the driver & need to review “Pre-checklist” and its status
denoted as “Inprogress Orders”.
23.4 Completed Orders
Drivers once finished their services then need to review the “post checklist” then drivers are allowed to
complete the service. Within that appointment end date & TIME / after 2 hours from the appointment
end time drivers are allowed to COMPLETE the order then after 3 hours from the start date & time of
appointment then DRIVER not allowed to complete the orders, it's automatically moved to INCOMPLETE
Services page. If completed within that time then it is denoted as “Completed Orders”.
23.5 Canceled Orders
Orders moved to canceled status in the below way,
● Customer booked service but before 30 mins from the appointment start time, admin did not
assign any vendors / it met the appointment start date & time then it moved to canceled status
with Unallotted status.
● Admin assigned vendor but vendor not assigned to the staff/driver before 15 mins of
appointment start time, then it moved to canceled status.
● Customers paid & directly by themselves then it moved to canceled status.
23.6 Unprocessed Orders
Admin assigned vendor & vendor assigned staff/driver & driver too accepted the service but NOT
reached location & NOT entered OTP / started the service then it moved to Canceled with Unprocessed
status.
23.7 Refunded Orders
Customers can raise a refund for all their PAID orders. So such kind of refund approved orders are
moved to “Refunded Orders” and those refunds are “Credited into Customer Wallet within 48 hours of
refund initiation.
23.8 Incomplete Service
Within that appointment end date & TIME / after 2 hours from the appointment end time drivers are
allowed to COMPLETE the order then after 3 hours from the start date & time of appointment then
DRIVER not allowed to complete the orders, its automatically moved to INCOMPLETE Services page.
So such services need to be closed by ADMIN manually, by clicking on “Close Order” manually and
when closing admin need to give ratings and reviews for the order.
23.9 Pending Orders
Which denotes customers tried to make a payment for their orders but due to some technical error,
those did not get paid, so those orders status denoted as “Pending”. All those pending orders are
tracked here & admin can notify the customer or call the customer to complete the payment for the
pending orders or admin can cancel the not paid orders.
Here 2 ways identify the PENDING order. Customers added the services into their CART but did not
finish the payment before 3 hours from the appointment start date & time. Those are listed under
“Cart Orders”. Overall unpaid orders under Pending Orders.
23.10 Recurrent Pending Orders
Which means these are all recurring orders but which are not paid by the customer, so for those admin
can Notify or Call or Cancel the orders.
23.11 Watchlist
In watchlist orders, what all the assigned orders listed here,what all the orders are running with 1 hr
& less than 1hr then those are listed on the top of the page & highlighted with red color.,
followed by other assigned orders listed here.
23.12 Track
Except New order, Canceled order, Pending order, Recurring pending orders menu remaining
orders page “TRACK” option available. So as like in the VENDOR TRACK option, the same is
tracked detaily here as well.
In above all the orders page “Website Orders” displayed separately and via MOBILE APP placed orders
are displayed separately. Overall admin all pages “Filters” option added.
Figure : List of New Orders
24.0 Admin - Customer Transactions
For all the customer paid services then immediately “Invoice” generated and those order details
are captured under “Customer Transactions”. It also contains “PENDING” orders which are not
paid by the customer, those records have the “Notify Customer” option.
Figure : Customer Transactions
By default it is displayed under All. Paid records under paid and not paid ones are under
Pending and payment failed records are under Failed and for those if admin notified the
customer then those all under “Notified”. Admin can view the invoice by clicking the “Invoice”
option.
Super admin, supplementary admin,Customer service team , Customer service manager, Operation
team, Operation manager , Finance Team , Finance manager and management user alone having access
to see the "Customer Transactions" and rest of the admin role users are not allowed to view the
customer transactions.
View : Admin can view the orders, which contains- customer name,transaction id, total cost, additional
cost,description, return url, booking id,status,Ro status, Ro message,process changes and other details
Order details & Credit details.
Invoice : When admin clicks on invoice in new tab invoice is displayed!
Figure : View Invoice
25.0 Admin - Templates
All the email and Sms templates are managed here. Based on access privileges few admin role
users are able to create & approve the email & sms templates. Using the “New Email
Template” option admin can create & use the templates.
Customer Service manager & Operation managers are allowed to create / approve the email /
sms templates. For certain activities done by the customer / vendor / driver is notified via
email / sms notifications.
Figure : Email templates
26.0 Admin - Reports
Admin can generate a reports for the below modules :
● Customer Report,
● Reviews Report,
● Pricing Report,
● Orders Report,
Above reports can be pulled by date based and report data can be ordered either by ascending
or descending order.
27.0 Admin - Complaints / Disputes
Here all the customer raised disputes are listed under “Admin -> Complaints”. Admin reads and takes
the necessary actions for the customer complaints / disputes.
There are 4 status and 1 option is there to resolve the complaints,
● Pending : Once complaints are raised by customers then status will be by default “Pending”,
which means yet to be resolved by the admin.
● Mark as inprogress : After reviewing the complaints, admin will do “mark as inprogress” which
means taking necessary steps to resolve the complaints.
● Mark waiting for response : From inprogress status after further review admin change the
status to “mark waiting for response”.
● Mark closed : Once above status done then mark as closed option will be available, so after
taking necessary steps then finally admin needs to close the order.
● Give Credit : For the customer complaints admin can also give “Credits” into their wallet
account. But it's still available in the pending section to go ahead with “Inprogress to closed”
status.
Figure : Complaints / Disputes
28.0 Admin - Service Category
Super admin, Supplementary admin , Operation team and operation managers are allowed to create a
"New Service under Service Category" page. Rest of the admin users are not having the New Service
create option.
Here only admin & admin employees are able to create a new service, these created services are
displayed in the front end after some procedures.
28.1 Steps to Approve the service
● Immediate new service creation, it displayed under “PENDING'' by the Operation manager.
● After service creation then the admin needs to create a “Questions” for the respective service.
For adding a question “General Settings -> Questions -> New Question”. Now the admin is
allowed to ACTIVE the service.
● Now it's available under “Finance Manager Approval”. Once the finance manager approves who
are all having permission to create a new rate those admin employees can create a new service
for the particular location.
After creating the new service it will come under the “Pending by operations manager” tab.
Before activating the service we need to add the questions for the service which we created.
After activating the service it will come under the “Approved by Operations Manager” tab.
After activating the service under the approved operations manager tab, the service will get activated.
Finally, the admin is going to create a service from here by clicking on the “Create Rate” option. Here all
the services are imported via database. Right now 13 services are available , those are all listed here.
● Cleaning Service : Frequency - One Time,Bi-weekly,Weekly,Monthly
● Disinfection Service : Building Type - Apartment, Villa, Office
● Deep Cleaning Service : Building Type : Apartment & Villa
● Pest Control Service : Ptype - Ants Pest Control, General,Cockroach, etc
● AC Duct Cleaning Service : AC Regular Cleaning, AC Deep Cleaning (Duct),AC Deep Cleaning (Coil)
● HandyMan Service : Electrician Call Out / 1H,Handyman Call Out / 1H,Plumber Call Out / 1H,A/C
Technician Call Out / 1H, Additional Hour,
● Moving and Packing Service :Apartment, Villa, Single Item,Half Truck, Full load,
● Beauty and Grooming Service
● Women's Salon Service
● Men's Salon Service
● Sofa Cleaning Service
● Carpet Cleaning Service :Small (0-1sqm e.g. Bathroom Rugs), Medium (1-5sqm e.g. Dining Table
Carpets),Large (5-10sqm e.g. Area Rugs & Carpets)
● Dry Cleaning Service : Wash & Iron, Iron, Pressing - Individual Piece,
When we view the particular service type it list all the below details,
● Id,
● Service name,
● Description,
● Image,
● Created at,
● Updated at,
● Frequency,
○ One-Time : Book a cleaning for one time only
○ Bi-Weekly : Book a recurring cleaning with the same professional every two-weeks
○ Weekly : Book a recurring cleaning with the same professional every week
○ Monthly : Book a recurring cleaning with the same professional every month
Additionally if we created any “Add-ons & Checklist” for this service type then that is also listed here!
Figure : Service Types
After service creation then Admin / Admin employees need to create a RATE here or under Pricing
management -> Rate : Create Rate.
To deactivate any service then need some approvals from admin employees. Below managers approvals
are there along with Admin & Supplementary admin,
1st level approval by Operation manager,
2nd level approval by Customer service manager,
3rd level approval Finance manager and finally
4th level Management,
Above users are allowed to approve the services to go to INACTIVE & active. Rest of the role users are
not allowed to approve. Deactivated / Inactive services will not be visible in the front end.
29.0 Admin - Refunds
For refund, in admin there are 3 levels of approval :
● Admin approval
● Customer Manager approval
● Operation manager approval
Once approved on all the 3 levels, this amount is added into the Customer Wallet. Customers
can use this wallet balance during booking services.
Once the customer requests for a refund it will come under the initiated tab. After the admin
approval it will go to the “Approved by customer manager” tab. After completing all the 3 levels
of approval it will list under the “Resolved” tab.
30.0 Admin - Pricing Management - Create Rate
Admin when click on “Create Rate '' navigates to Pricing management -> Create Rate page.
Below mentioned admin roles are allowed to “Create Rate & Edit Rate”.
● Super admin,
● supplementary admin,
● Operation team,
● Operation manager,
● the finance team are allowed to add a New Rate under Pricing management.
Figure : Admin Create Rate
For each service, fields may vary but fields are same & mandatory which i have mentioned below,
● Location,
● Price,
● Vendor min price,
● Vendor max price,
● Active / Deactivate
Vendors while creating a pricing, vendor beyond the max price will not be allowed to create a pricing.
Figure : List of created services
Above created Rates / Services are visible after the 2 levels of approval by the “Operation Manager &
Finance Manager”, then only its VISIBLE in the Front end.
Admin if you don't want this service at any time can deactivate the service type. Also admin can update
& view the created services using View & Edit options. This created service is displayed in the front end.
Customers can book this service at any time until it's in active status.
Figure: Admin created Pet Control service displayed in front end
31.0 Admin - User Management
31.1 Customer Management
All the registered customers into Dp World security services, those are listed under Customers. Here the
admin also is able to create customers.
Figure : List of registered customers
By clicking on New Customer, the admin navigated to create the customer page. For creating a customer
need below mandatory fields,
Figure : Create Customer
● First name,
● Last name,
● Email id,
● Password,
● Confirm Password,
● Phone number,
Once filled click on Create customer then customer created & if the email id already exists then
application raises a validation message. Then respective customers will receive an email along with a
“Verify Email” link. After verification only customers are allowed to login to their account.
Both the active & inactive customers are listed in each section. By clicking on View admin can view the
customer details whatever they have given during registration.
Edit : If admin wants to modify then by clicking edit & update option can modify their details.
Suspend : Admin can suspend the user at any time based on their activity.
Switch user : Admin & allowed subadmin employees are allowed to switch to the customer
dashboard/account to access.
Super Admin & Supplementary admin alone have access to deactivate the customers.
31.2 Live Customers
The name itself clarified its a LIVE Customers right now at the Dp world security services
application. Here too admin can view the customer, edit the customer account details, suspend
the customer and switch the user to the live customer account.
31.3 Non-Live Customers
Those who are all not in LIVE right now, those customers are listed under “Non-live customers”
section.
Figure : Non live customers
32.0 Invoice Management
This invoice management purely includes only Vendor Invoices. Which contains multiple sections,
● Paid : Admin approved & payment released to the vendor for their completed services.
● Pending : All the generated invoices are listed under the PENDING section. Which means invoice
generated but Vendor not yet initiated for PAYOUT.
● Initiated : Vendor initiated records are listed here. Here the admin needs to review & move to
review.
● Review : Above reviewed vendor invoice moved from initiated to review section.
● Disputed : If any mistakes or any concerns in the completed order then admin / employees
move to “Move to disputed” Or “Move to Pending Approval”.
● Approval Pending : From the review section admin can mark as “Move to pending approval”
status, then record shifted to approval pending with “Move to payment approval” option. Once
admin did “Move to payment approval” then automatically recorded moved to Payment
approved section.
● Payment Approved : Based on admin employee approval, need to do “Move to Payment
process”.
● Paid : Above approved invoice is moved from payment approved section to “Paid” sections.
For vendor initiated payouts admin should need to approve the vendor payouts, for that there
are some levels of approval is there,
Along with super admin, supplementary admin,
1)Operation Team,
2)Vendor Manager,
3)Operation manager,
4)Procure manager,
5) Finance manager and
6)management.
Rest of the admin roles users NOT allowed to approve the vendor invoice. Once approved then vendors
receive the payouts for their completed orders.
33.0 Admin Vendor Management
In admin vendor management there 3 sub menus are there,
● Pricing,
● Vendor,
● Staff,
33.1 Pricing
All the vendor created pricings are listed under Admin - Vendor management - pricing. Here
admin can do the below things,
View : admin can view the vendor pricing details: which includes, Propose rate, service type ,
Pricing id etc..
Edit / Update Counter Offer: Admin can send a counter rate for vendors else can directly
accept / decline. If the counter rate is sent to the vendor, then the vendor is supposed to accept
/ reject the admin counter rate.
Accept :admin without counter offer also can directly accept the pricing. Once accepted then a
new order is created under “Order Management” and their admin needs to assign this vendor
for the respective service.
Decline:If admin was not satisfied with the vendor pricing then admin can reject the pricing
then reject status updated in vendor pricing, then vendor can create a new one for the same
with other price.
Figure : Vendor Submitted Pricing list in Admin
In the above picture Pending , Declined, Accepted and company rating counts displayed. After
admin accepted the vendor pricing then in Vendor Portal Dashboard New Orders count
updated.
33.2 Vendor
All the registered vendors are captured in admin under vendor tab. Admin also is able to create
a vendor here.
Figure: List of vendors
Immediate vendor sign up vendors are listed under the “Pending” section. For approve vendor
there are 4 levels of approval is there.
Super admin, supplementary admin, BD manager, Operation manager, Procurement manager
and Finance manager alone having access to Approve the newly registered vendor and other
role users are not having access to this.
33.2.1 Service Details Change
At the same time in front end vendor whenever added or removed services from their profile
then the request sent to admin and admin should need to approve for the service addition or
remove from their profile page. Those request are captured under “Service Details Changed”
section.
View : By clicking on view admin can know about the vendor details. Which includes Vendor id,
services types chosen, Interested services, Profile details,Company details and no.of staff in this
particular vendor.
Edit: If the admin wants to modify the vendor details then can edit using this option.
Pricing : By clicking on the pricing option admin navigated to the vendor pricing page to accept
/reject /to see the pricing info.
Activate : Admin should need to activate the vendor after verifying their details, once admin
verified & activated then only they are allowed to login into the vendor portal.
Suspend : At any time the admin can suspend / deactivate the vendor based on their activity.
Once suspended / deactivated then the respective vendor will not be able to login into the
vendor portal.
New Staff: Admin if want to create any New Staff within this vendor using New Staff option
admin can create a staff, once created they will receive an confirmation email to login further
into the application.
NOTE: Staff creation is already defined under Vendor -> User Management (10.5).
New Vendor : Admin wants to create any new vendor then using this new vendor option admin
can create. For creating a new vendor admin required below mandatory fields,
● Name,
● Frequency,(optional)
● Building Type,(optional)
● Street Name,(optional)
● Town Name,(optional)
● City,
● Country,
● No.of Units,
● No.of staffs,
● Order capacity,
Once all the mandatory details are filled then the vendor created successfully & inside this
vendor admin can create vendor & staff (If chosen ADMIN then he is the vendor & if chosen
employee role type then he is a staff).
33.2.2 Edit Vendor Frequency
Admin having the ability to modify the vendor “Invoice Generate Frequency : Daily | Weekly |
Monthly” frequency.
33.3 Service Staff
All the vendor created service staffs & admin created service staffs are listed here. Once a
vendor is added then, the admin should need to confirm the user. All the staff are created by
Admin then those are listed under “Pending(Staff)”. There are 3 levels of approval :
● Admin approval
● Customer Manager approval
● Operation manager approval
View : Admin by clicking on view option admin can see all the information about the staff and
vendors.
Edit : Admin can modify the staff details by clicking on Edit option.
Suspend : Admin can anytime suspend the staff based on their activity.
Confirm User : Confirm user will display only for Vendor created staffs. Once they are
confirmed by the admin then only staff are able to login.
Admin at any time can switch over to Vendor, Staff and Customer accounts and access their
dashboard.
Nonte: Staff creation is already defined under Vendor -> User Management (10.5).
33.4 Operational Staff
All the vendor created operational staffs & admin created operational staffs are listed here.
Once a vendor is added then, the admin should need to confirm the user. All the staff are
created by Admin then those are listed under “Pending(Staff)”. There are 3 levels of approval :
● Admin approval
● Customer Manager approval
● Operation manager approval
View : Admin by clicking on view option admin can see all the information about the staff and
vendors.
Edit : Admin can modify the staff details by clicking on Edit option.
Suspend : Admin can anytime suspend the staff based on their activity.
Confirm User : Confirm user will display only for Vendor created staffs. Once they are
confirmed by the admin then only staff are able to login.
Admin at any time can switch over to Vendor, Staff and Customer accounts and access their
dashboard.
33.5 Financial Staff
All the vendor created financial staffs & admin created financial staffs are listed here. Once a
vendor is added then, the admin should need to confirm the user. All the staff are created by
Admin then those are listed under “Pending(Staff)”. There are 3 levels of approval :
● Admin approval
● Customer Manager approval
● Operation manager approval
View : Admin by clicking on view option admin can see all the information about the staff and
vendors.
Edit : Admin can modify the staff details by clicking on Edit option.
Suspend : Admin can anytime suspend the staff based on their activity.
Confirm User : Confirm user will display only for Vendor created staffs. Once they are
confirmed by the admin then only staff are able to login.
Admin at any time can switch over to Vendor, Staff and Customer accounts and access their
dashboard.
34.0 Reviews Management
In this section there will be 4 sections as mentioned below,
● All Reviews
● Customer Reviews
● Staff Reviews
● Review Question
34.1 All Reviews
All the customer reviews and staff reviews will be listed here.
34.2 Customer Reviews
Reviews which are sent by the customers to staff are listed here.
View - Admin can view the review details here.
Approve / Disapprove - Admin can approve or disapprove using this link
Positive / Negative - Admin can make the review as positive or negative using this link
Publish - Using this link admin can publish this review to users.
The first 3 published reviews we can find in home page
34.3 Staff Reviews
Reviews which are sent by the staff to customers are listed here.
View - Admin can view the review details here.
Approve / Disapprove - Admin can approve or disapprove using this link
Positive / Negative - Admin can make the review as positive or negative using this link
34.4 Review Question
Admin can create questions for Reviews. These questions are listed for the customers/staffs when they
give reviews.
● Sample file - Admin can download the sample file to import the subscribers list
● Import Subscribers - Admin can import the subscriber list using the sample file. For the valid
email and phone number the subscriber will be listed under this tab
● Download List - Admin can download the existing subscriber list
● Activate / Deactivate - Admin can activate or deactivate the subscriber
● Send Email - Admin can send the discount/offers emails in the list to the subscriber
36.0 Admin - Discount
Admin can create a discount in 2 ways, a)Service , b)Cleaning category based discounts ! There are 2
types of discount.
● Flat based discount,
● Percentage based discount,
Admin while creating a discount they can offer discount in 2 way,
First order : At the time of very first booking by the customer,
All order : Its applied for all the orders by the customer,
36.1 Service Based Discount Creation
Figure : List of discounts created
Admin can edit a discount at any time by clicking on Edit option as well they can view the created
discount by clicking on View option.
Figure: Create Discount
For creating a discount, admin need to fill all the below details,
● Service Type,
● Discount for,
○ First Order | All
● Discount Type,
○ Flat | Percentage,
● Percentage Discount,
● Flat Discount,
● Price change for,
○ WS pricing
○ Vendor and Ws Pricing,
● Minimum price limit,
● Description,
● Active / Deactive
Above fields are required fields for creating a discount.
WS Pricing : Which means discount only for customers.
Vendor and ws pricing : Which means customer also get discount & will detect the discount in vendor
pricing and give to vendor
This created discount appears in the Home page under the “Browse Offers” section. As well this
discount is applied when customers book respective services then this applied at the time of checkout /
payment.
Figure : Browse Offers in Customer Home page
36.2 Cleaning Service Special Discount
Which is purely for “Cleaning Service” service alone this discount is applied and it can be only
“Percentage” based.
Figure : Special Discount
For cleaning both discounts (Service based & Cleaning Special discount) available means, during quick
booking 1st priority / first applied SPECIAL DISCOUNT. If a special discount is not there then a Quick
Booking Service based discount is applied.
37.0 Admin Static Pages
All the static pages are customized from admin. So admin can any time modify and update the
static pages : Faq, About Us, Terms and Conditions etc.
Figure : Static pages
Admin by clicking on Edit option update the static content inside static pages.
38.0 Service Settings
Here all the services and its sub types & child types are imported via Database. Inside each service type
admin can add a new type of sub service by clicking on the New button in each service page.
View & Edit - admin can view the sub services of the main service.At any time admin can modify and
update.
Deactivate - if you don't want any particular service then they can deactivate, then it won't be visible in
the main services page.
Figure : Service settings
38.1 Add-Ons
Admin can create a add-on for services, which is applicable only for few services which are listed below,
● Disinfection Service,
● Pest control service,
● Beauty and grooming services
Figure : Create Add-On
Note: Created add-on displayed in front end when customer book a service (Ref 5.5.1 - Create Rate)
39.0 Admin General Settings
Admin general settings contains 7 sub sections, which are listed below,
● Checklist,
● Currency,
● Location,
● Question,
● Service Type,
● Site Config,
● Subscribers,
39.1 Checklist
Checklists can be created 2 ways, and those checklists are displayed when Service Staff starts their work
there; those items are to be checked as well when they complete then post checklists are verified.
● Pre-Checklist,
● Post-checklist,
Figure: List of checklists
To create a new checklist b y clicking on “New Checklist” admin navigated to create the checklist page.
Here all the pre & post checklists are created purely based on “Service Type”. Those created checklists
are displayed to the customer. Usually checklists are viewable once the service is completed & it's visible
from the customer under completed services section.
Figure : Post Checklist from Customer end
39.2 Currency
Admin should need to create a currency. Which is reflected when creating a Service Type by the admin.
The same currency is reflected in the front end while customers book the services. Whenever they can
edit the currency by clicking on the Edit Currency option.
39.3 Location
Admin should need to create a currency before creating a location. Both will be used at the time or
creating a service type by the admin. Customers can book services based on these locations.
Fr creating a location admin need to fill below mandatory details,
● Currency (drop down- all the created currencies are listed here),
● Name,
● Image(Optional),
● Active | Deactivate,
At any time the admin can edit a location by clicking on the edit location option and also by clicking on
the view option they can view the location. If they do not need the location then they deactivate the
location then it will be deactivated.
39.4 Questions
Admin can create questions which are displayed in the front end while customer booking a service.
Which means we are getting more information from the client while booking a service by creating such
kinds of questions. Which is purely created based on Service type!
Figure : Question Create based on service type
Qtype - Which means for the creating question answer type might be Text field / Radio button /
Checkbox etc.. like we can specify by comma separated.
So once created these questions are displayed in the front end based on services. Which i have attached
below,
Figure : Created questions are displayed in front end while service booking time
Admin can view /edit the questions by clicking on the respective options. If they don't want the question
then they can deactivate via the deactivate button. As well, admin can filter & sort by questions, id,
qtype, active.
39.3 Site Config
This site config is used to manage the common things in the site. Social media links,
Cancellation %, Contact Address, Contact Email, Contact Telephone number, Invoice address,
Offline Reasons, Rejection reasons,Support number etc.
Here social media updates access only for a few admin roles. Super admin, Supplementary
admin, BD team, BD manager and Management are able to edit the social media links. Rest of
the other admin role users are not allowed to edit the social media links.
