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How field reps create and submit reports in Aliquot

Writing and Submitting Service Reports

View previous comments and results within a report

Writing Reports: Viewing the last Comments and Results

Adding Tables, Photos, and Trend Graphs to reports

Writing Reports: Inserting Tables, Photos and Trends Graph

Writing Reports: Adding Inventory

Supported controllers can be added at the system level in Aliquot.

Configuring & Managing Controllers

Setting up and reviewing Customer Schedules in Aliquot.  

Reviewing Schedule frequency and duration along with scheduling different types of reports. 

Assigning schedules to individuals and managers.

Customer Schedules

Understanding Scheduling Metrics

Sending Service Reports via Customer Contact

Learn to use the web browser to write service reports, graph and trend data, manage controllers, and schedule customer service

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Aliquot

Modem Support

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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