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Configure the system according to the characteristics of your company.
How do I decide whether or not to block remote check-in?
Written by Marco Antonio - Gerente de Produtos
What is the difference between Company Name and Trading Name?
Trading Name: It will be the most common name to be used in the system. This will be used in the search and Planning / Scheduling of Visits . In addition, the names that will appear in the Visit Report will be the Trading Names . Company Name : This name will be indicated on the Service Order. It will also serve in the Places search filter. For the company, the company name will be the original name assigned by Contele Team Manager, as the real name of the clien
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Check-in is being blocked
When the function “Delimit maximum check-in distance (in meters)” is enabled, the user will not be able to check-in if the map indicates that it is not in the selected place to visit. The system will also send information to the Visit Report described as “Attempted to check-in far! See on the map ”. By clicking on this button, you will be able to see where the user is trying to check in and where Place is. If Place is wrong geolocated , you can click ** Adjust loca
Sample Work Order (OS) from Contele Team Manager
The Contele Service Order document features: Full size photos Description and comment of the visit Digital signature on Smartphone Sending OS automatically to registered email Custom OS code Check-in and check-out times Did this content solve your question or help you? Vote below and, if you did not find what you were looking for, send a message in the chat beside.
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Set maximum distance in meters for Check-in and Check-out
In Contele Team Manager it is possible to block a and "Check-out" far from the Location of the Visit . To enable the function, go to Settings > Company , scroll down the page where you will find the options '' Set maximum distance in meters for Check-in " and another for "Check-out". You can choose to enable one desired or both, in addition to configuring different distances. This function works well in conjunction with th