How to Provide User Manuals to Clients
K-B

Khollen - BraveSecurity.com.au

Created Sep 05, 2023

How to Provide User Manuals to Clients

for Alarm Monitoring clients

9
    m

Determine in the email who is the client

1 Step
1

Click on Admin…

Click on Admin…
    t

Go to Simpro

10 Steps
2

Click on People

Click on People
3

Click on Customers

Click on Customers
4

Search the client you want to find

Search the client you want to find
5

Choose the correct client

Choose the correct client
6

You will be redirected to the customer card

You will be redirected to the customer card
7

Click on Custom

Click on Custom
8

Determine what type of alarm and search Google for more details

Determine what type of alarm and search Google for more details
9

Search on Google the latest manual for that brand

Important Note: Search the USER Manual

10

Check the page where the needed procedure the client needs

11

Provide the manual and the page to Iris (the one who handles service inbox) so she can provide the information and give the manual and instructions through service email.

Well done!
Create how-to guides like this in a snap. Get Tango now.