Getting Started Lite

• If your company doesn’t have an active subscription, you’ll need to Contact Dataforce Services to arrange one.
• Below is a comprehensive guide to getting started with a new ASAP Lite Subscription, from the first login to creating a job.

Logging In

1. To log in to the system, enter the following address into your preferred internet browser application: https://asap.dataforce.com.au/asap.

2. You’ll see a screen asking for your client code.

   

3. Select the client code LITE by clicking the box, typing the code, and pressing enter.

   Tip: The client code will be automatically remembered for subsequent logins from the same location.

4. After entering the client code and clicking Go, For Lite users, enter the username and temporary password provided in the email you received.

   

   

Resetting Your Password

If you forget your password or your account is locked, use the Forgot password? link under the login button to reset your password.

1. Enter your username into the username field and click on the Reset Password button. An email will be sent to you containing a link to reset your password.

2. After clicking on the link in the email, you will receive another email with your new temporary password.

3. Use this password to login, after which you’ll be asked to set a new password. Enter the temporary password into the old password field.

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Terms of service

Before entering the dashboard Dataforce ASAP’s terms of service must be accepted.

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Opening a Program

To open a program, left-click on the ASAP button at the bottom left of the screen. A menu will list programs that your account has access to. If successful, a new tab will open. You can open multiple tabs by repeating the above steps.

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Navigation in ASAP Lite

Use the Nav-Tabs to learn about navigation in ASAP!

• Advanced Search
• Task Bar Tabs
• Search By ID

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Updating Your Agent Configuration

Navigate to Admin Agent Register and confirm all details are correct. For further details, see Adding an Agent / Select or Modify an Agent.

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Verify all Agent Details using the tabs below

• Upload Your Company Logo
• Enabling Credit Card Payments

Configure Email Template Settings

Click on the ‘Email Templates’ tab in the agent details and configure your email templates as required.

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Configure Your Products

Refer to Agent Products for more detail.

Navigate to the ‘Products’ tab within your agent record to activate the products you intend to use. For pricing customisation, establish product pricing groups and adjust prices as needed.

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Set Up a Fieldworker

For extra info, refer to ASAP documentation on Setting up a fieldworker

Navigate to Admin Fieldworkers Fieldworker Register and click on ‘Add fieldworker’.

Creating a Fieldworker

1. Click Add Fieldworker
2. You will be presented with this screen:
3. Fill in the necessary details
4. Click Save Details
   

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Setting up Email SPF/DKIM

This section is designed to make it easier for your IT team to add the DKIM & SPF records and ensure that emails are getting to your customers.

Why configure SPF and DKIM records?

SPF and DKIM records ensure that emails sent from Dataforce ASAP can use your own sender address. Without these records, there’s a high risk of emails being rejected or quarantined by the recipient’s email provider and not reaching them.

What are SPF and DKIM?

SPF and DKIM are email security measures. SPF confirms that a sender is authorized to send emails on behalf of a company. DKIM adds a digital signature to emails, further confirming their legitimacy. Both are set up in a domain’s DNS record.

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Install Runabout

After creating a fieldworker, they will receive an email with instructions on how to install Runabout (mobile app).

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Creating a Job

Refer to this guide on creating a job

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Where to Next?

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