Operators - Frequently Asked Questions

You can find the version by clicking on the top left menu and selecting 'About'

There are three things that you need to do before you are able to attach your new form into an email:

1. First, you will need to create a new form using the Form Types Tab in Dataforce ASAP.
2. Then, you have to create a new email template.
3. Finally, you also need to create a new email type.

First, you need to configure your product in order to handle price changes on the job level. After successfully configuring the product, you can choose to change the product on the job level from Dataforce ASAP or Dataforce Runabout.

To change the product price from Dataforce ASAP, you need to make sure that your account has been authorised to modify product price. You should contact your global administrator to set this up for you. After you have been authorised, you can start changing the product price on a specific job. Refer here for more in-depth tutorial

To change the product price from Dataforce Runabout, you just have to locate a tab called Quote Price in Dataforce Runabout. Refer here for more in-depth tutorial

You should contact your Dataforce ASAP Administrator to solve this problem or you can contact us at support@dataforce.com.au if you are a Dataforce ASAP administrator.

See downloading a form

Email validation is a security measure in place to ensure that you are the owner of the address as well as preventing others from using it.

You can add a new question from question management screen. Refer to Adding a new question for a more comprehensive documentation.

Select an email type.
Select the “Options” tab from the properties menu below.
Add an email to the “CC to” field.

Select a form.
Click the “Browse…” button in the options below
Select a PDF template and click open

Select an email template.
Select Insert Insert Value and select the value required.
See Adding a New Email Template for a visual guide and more information.

See Modifying an Email Template for information and a visual guide.

Select an appointment or job.
Select "email" from the job toolbar

You need to go to the Email Types screen and choose the email that you want to send. Then, you should ensure that these 2 fields in the email type details have been filled correctly.

1. You should select Field Worker in the Recipient Type.
2. You should check the Cc Field worker in the option tab

Refer to Create Email Type for more information.

1. First, you will need to ensure that you have created two questions in Dataforce ASAP: parent question and child question.
2. The parent question must be a question that has an input type: Radio Group, Select List, Product List or Field worker List
3. Then, you will need to link the child question to the parent question.

1. Open the question management screen.
2. Select the question that you want to modify.
3. You need to adjust the field called Sort Value which can be found in the properties menu. The lower the sort value is, the earlier the question will be displayed.

Refer here for more comprehensive information on question management screen

You need to go to the Email Types screen and choose the email that you want to send. Then, you should ensure that these 2 fields in the email type details have been filled correctly.

1. You should select Customer in the Recipient Type
2. You should check the Cc Field worker in the option tab

Refer to Create Email Type for more information.

You can add a new question from product management screen. Refer to Adding a new product for a more comprehensive documentation.

You can un-select a row by holding ctrl and left clicking the row.