ingenious provides a web portal with the help of which the sales representatives have access to the customer data and can view and create offers and orders.

The interface of the web portal is freely adaptable via HTML. The call for the field service module is URL: Port / WEB /. Any general content can be inserted in the appearing homepage. The modules provided by ingenious are accessible via the menu.

 

The field service web portal is password protected. The employees must be created as users in the ingenious database and use the same access data both locally and on the Web. If the web templates are prepared accordingly, then the same user rights are available on the Web as locally.

 

Login on the WEB field service module

  

In detail, the following functions are available:

 

Navigation

The design of the websites is adapted to the company's wishes.

Control elements and styles from Bootstrap are mainly used for this.

The navigation is usually located at the top on desktop devices.

On mobile devices in portrait format, the navigation is folded down using the menu symbol.

 

Home page

On the WEB home page, general information, downloads and an overview of today's appointments can be displayed.

The view of the daily calendar can be changed via the context menu (right-click with the mouse on desktop devices).

It is possible to switch to a specific date and change the display interval.

 

Home page of the WEB sales rep module