
1. Documents Screens
1.1. Documents
1.1.1. Add Document
1.1.1.1. New File
1.1.1.2. Existing File
1.1.1.2.1. Job
1.1.1.2.2. Client
1.1.1.2.3. Staff
1.1.1.2.4. Contractor
1.1.2. Edit Document
1.1.2.1. Edit document details
1.1.2.1.1. File Name
1.1.2.1.2. Shared With
1.1.2.1.3. Tags
1.1.2.1.4. Description
1.1.3. View file
1.2. Documents List
1.2.1. Filters
1.2.1.1. Filter by tag
1.2.2. Document list and card details
1.2.2.1. Card details
1.2.2.1.1. File Icon
1.2.2.1.2. File Name | Type
1.2.2.1.3. Description
1.2.2.1.4. Staff name (uploaded by)
1.2.2.1.5. Uploaded date and time
1.2.2.1.6. Kebab menu
1.2.2.2. + Document
2. Reminder Screens
2.1. Reminders
2.1.1. Add Reminder
2.1.1.1. Add Personal Reminder
2.1.1.1.1. Date
2.1.1.1.2. Time
2.1.1.1.3. Remind Me About
2.1.1.2. Add Job Reminder
2.1.1.2.1. Date
2.1.1.2.2. Time
2.1.1.2.3. Remind Me About
2.1.1.3. Add Client Reminder
2.1.1.3.1. Date
2.1.1.3.2. Time
2.1.1.3.3. Remind Me About
2.1.1.4. Add Contractor Reminder
2.1.1.4.1. Date
2.1.1.4.2. Time
2.1.1.4.3. Remind Me About
2.1.1.5. Add Staff Reminder
2.1.1.5.1. Date
2.1.1.5.2. Time
2.1.1.5.3. Remind Me About
2.1.2. Edit Reminder
2.1.2.1. Edit Personal Reminder
2.1.2.1.1. Date
2.1.2.1.2. Time
2.1.2.1.3. Remind Me About
2.1.2.2. Edit Job Reminder
2.1.2.2.1. Date
2.1.2.2.2. Time
2.1.2.2.3. Remind Me About
2.1.2.3. Edit Client Reminder
2.1.2.3.1. Date
2.1.2.3.2. Time
2.1.2.3.3. Remind Me About
2.1.2.4. Edit Contractor Reminder
2.1.2.4.1. Date
2.1.2.4.2. Time
2.1.2.4.3. Remind Me About
2.1.2.5. Edit Staff Reminder
2.1.2.5.1. Date
2.1.2.5.2. Time
2.1.2.5.3. Remind Me About
2.2. Reminders List
2.2.1. Reminder list and card details
2.2.1.1. Future | All
2.2.1.1.1. Future
2.2.1.1.2. All
2.2.1.2. Card details
2.2.1.2.1. Date | Day
2.2.1.2.2. Reminder description
2.2.1.2.3. Reminder due time
2.2.1.2.4. Reminder type
2.2.1.2.5. X button
2.2.1.3. + Reminder
3. Staff Screens
3.1. Staff with Required / All Fields
3.1.1. Create staff with required and all available fields
3.1.1.1. Staff Details
3.1.1.1.1. Staff Id
3.1.1.1.2. First Name
3.1.1.1.3. Last Name
3.1.1.1.4. Email Address
3.1.1.1.5. Staff Category
3.1.1.1.6. Date of Birth
3.1.1.1.7. Date of Hire
3.1.1.1.8. Assign Roles
3.1.1.1.9. Description
3.1.1.2. Additional Phone Numbers
3.1.1.2.1. Phone Number Type
3.1.1.2.2. Phone Number
3.1.1.2.3. Use this as primary phone number
3.1.1.3. Alternative contacts
3.1.1.3.1. Contact Type
3.1.1.3.2. First Name
3.1.1.3.3. Last Name
3.1.1.3.4. Email Address
3.1.1.3.5. Phone Number
3.1.1.3.6. Phone Number Type
3.1.1.4. Addresses
3.1.1.4.1. Address Type
3.1.1.4.2. Search address using google
3.1.1.4.3. Country
3.1.1.4.4. Street Address
3.1.1.4.5. Suburb / City
3.1.1.4.6. Post Code
3.1.1.4.7. Use this as primary address
3.1.1.5. Additional Information
3.1.1.5.1. Number
3.1.1.5.2. Decimal
3.1.1.5.3. Check Box
3.1.1.5.4. Text
3.1.1.5.5. Dropdown
3.1.1.5.6. Date
3.1.1.5.7. Date time
3.1.1.5.8. Text Area
3.1.1.6. Category
3.1.1.6.1. Number
3.1.1.6.2. Decimal
3.1.1.6.3. Check Box
3.1.1.6.4. Text
3.1.1.6.5. Dropdown
3.1.1.6.6. Date
3.1.1.6.7. Date time
3.1.1.6.8. Text Area
3.1.1.7. Documents
3.1.1.7.1. New File
3.1.1.7.2. Existing file
3.1.1.8. Notes
3.1.1.8.1. Write a Note
3.1.1.9. Reminders
3.1.1.9.1. Date
3.1.1.9.2. Time
3.1.1.9.3. Remind Me About
3.1.2. Update staff with required and available fields
3.1.2.1. Staff Details
3.1.2.1.1. Staff Id
3.1.2.1.2. First Name
3.1.2.1.3. Last Name
3.1.2.1.4. Staff Category
3.1.2.1.5. Date of Birth
3.1.2.1.6. Date of Hire
3.1.2.1.7. Assign Roles
3.1.2.1.8. Description
3.1.2.2. Additional Phone Numbers
3.1.2.2.1. Phone Number Type
3.1.2.2.2. Phone Number
3.1.2.2.3. Use this as primary phone number
3.1.2.2.4. + Add Phone Number
3.1.2.3. Alternative contacts
3.1.2.3.1. Contact Type
3.1.2.3.2. First Name
3.1.2.3.3. Last Name
3.1.2.3.4. Email Address
3.1.2.3.5. Phone Number
3.1.2.3.6. Phone Number Type
3.1.2.3.7. + Add Contact
3.1.2.4. Addresses
3.1.2.4.1. Address Type
3.1.2.4.2. Street Address
3.1.2.4.3. Suburb / City
3.1.2.4.4. Post Code
3.1.2.4.5. Use this as primary address
3.1.2.4.6. +Add Address
3.1.2.5. Additional Information
3.1.2.5.1. Clear Fields
3.1.2.5.2. Number
3.1.2.5.3. Decimal
3.1.2.5.4. Check Box
3.1.2.5.5. Text
3.1.2.5.6. Dropdown
3.1.2.5.7. Date
3.1.2.5.8. Date time
3.1.2.5.9. Text Area
3.1.2.6. Category
3.1.2.6.1. Clear Fields
3.1.2.6.2. Number
3.1.2.6.3. Decimal
3.1.2.6.4. Check Box
3.1.2.6.5. Text
3.1.2.6.6. Dropdown
3.1.2.6.7. Date
3.1.2.6.8. Date time
3.1.2.6.9. Text Area
3.1.2.7. Documents
3.1.2.7.1. Edit document
3.1.2.7.2. +Add Document
3.1.2.8. Notes
3.1.2.8.1. Write a Note
3.1.2.8.2. +Add Note
3.1.2.9. Reminders
3.1.2.9.1. Date
3.1.2.9.2. Time
3.1.2.9.3. Remind Me About
3.1.2.9.4. +Add Reminder
3.1.3. View staff member with required and available fields
3.1.3.1. Staff Details
3.1.3.1.1. Initials
3.1.3.1.2. First Name | Last Name
3.1.3.1.3. Staff Id
3.1.3.1.4. Email Address
3.1.3.1.5. Staff status
3.1.3.1.6. Email | Message | Call hotlinks
3.1.3.1.7. Primary Phone Number |Type
3.1.3.1.8. Date of Birth
3.1.3.1.9. Date of Hire
3.1.3.1.10. Roles
3.1.3.1.11. Categories
3.1.3.1.12. Description
3.1.3.1.13. Updated by Name | Timestamp
3.1.3.1.14. Created by Name | Timestamp
3.1.3.2. Additional Phone Numbers
3.1.3.2.1. Phone Number (Primary) | Hotlink
3.1.3.2.2. Phone Number Type
3.1.3.2.3. + Add Phone Number
3.1.3.3. Alternative contacts
3.1.3.3.1. First Name | Last Name
3.1.3.3.2. Email Address
3.1.3.3.3. Phone Number | Type
3.1.3.3.4. + Add Contact
3.1.3.4. Addresses
3.1.3.4.1. Address Type
3.1.3.4.2. Street Address
3.1.3.4.3. Suburb / City
3.1.3.4.4. Post Code
3.1.3.4.5. Country
3.1.3.4.6. + Add Address
3.1.3.5. Additional Information
3.1.3.5.1. Number
3.1.3.5.2. Decimal
3.1.3.5.3. Check Box
3.1.3.5.4. Text
3.1.3.5.5. Dropdown
3.1.3.5.6. Date
3.1.3.5.7. Date time
3.1.3.5.8. Text Area
3.1.3.6. Category
3.1.3.6.1. Number
3.1.3.6.2. Decimal
3.1.3.6.3. Check Box
3.1.3.6.4. Text
3.1.3.6.5. Dropdown
3.1.3.6.6. Date
3.1.3.6.7. Date time
3.1.3.6.8. Text Area
3.1.3.7. Documents
3.1.3.7.1. File Name / Type
3.1.3.7.2. Description
3.1.3.7.3. Uploaded by staff name
3.1.3.7.4. Uploaded timestamp
3.1.3.7.5. +Add Document
3.1.3.8. Notes
3.1.3.8.1. Description
3.1.3.8.2. Added staff name
3.1.3.8.3. Added timestamp
3.1.3.8.4. + Add Note
3.1.3.9. Reminders
3.1.3.9.1. Description
3.1.3.9.2. Remind me on timestamp
3.1.3.9.3. + Add Reminder
3.1.3.10. Activity
3.1.3.10.1. Created
3.1.3.10.2. Added
3.1.3.10.3. Updated
3.1.3.10.4. Removed
3.1.3.11. Archive / Restore contractor
3.1.4. Verify that user is able to change password on profile screen
3.1.4.1. Staff Details
3.1.4.1.1. Initials
3.1.4.1.2. First Name | Last Name
3.1.4.1.3. Staff Id
3.1.4.1.4. Email Address
3.1.4.1.5. Staff status
3.1.4.1.6. Email | Message | Call hotlinks
3.1.4.1.7. Change Password
3.1.4.1.8. Primary Phone Number |Type
3.1.4.1.9. Date of Birth
3.1.4.1.10. Date of Hire
3.1.4.1.11. Roles
3.1.4.1.12. Categories
3.1.4.1.13. Description
3.1.4.1.14. Updated by Name | Timestamp
3.1.4.1.15. Created by Name | Timestamp
3.2. Staff List
3.2.1. Verify staff card on list screen
3.2.1.1. Staff Card
3.2.1.1.1. Initials of primary contact name
3.2.1.1.2. Primary contact First name | Last name
3.2.1.1.3. Contractor id
3.2.1.1.4. Primary contact phone number / email id
3.2.1.1.5. Kebab menu
3.2.1.2. + Staff (button to create new staff)
4. Contractor Screens
4.1. Contractor with Required / All Fields
4.1.1. Create contractor with required and all available fields
4.1.1.1. Contractor Details
4.1.1.1.1. Business Details
4.1.1.1.2. Primary Contact
4.1.1.2. Additional Phone Numbers
4.1.1.2.1. Phone Number Type
4.1.1.2.2. Phone Number
4.1.1.2.3. Use this as primary phone number
4.1.1.3. Alternative contacts
4.1.1.3.1. Contact Type
4.1.1.3.2. First Name
4.1.1.3.3. Last Name
4.1.1.3.4. Email Address
4.1.1.3.5. Phone Number
4.1.1.3.6. Phone Number Type
4.1.1.4. Addresses
4.1.1.4.1. Address Type
4.1.1.4.2. Search address using google
4.1.1.4.3. Country
4.1.1.4.4. Street Address
4.1.1.4.5. Suburb / City
4.1.1.4.6. Post Code
4.1.1.4.7. Use this as primary address
4.1.1.5. Additional Information
4.1.1.5.1. Number
4.1.1.5.2. Decimal
4.1.1.5.3. Check Box
4.1.1.5.4. Text
4.1.1.5.5. Dropdown
4.1.1.5.6. Date
4.1.1.5.7. Date time
4.1.1.5.8. Text Area
4.1.1.6. Category
4.1.1.6.1. Number
4.1.1.6.2. Decimal
4.1.1.6.3. Check Box
4.1.1.6.4. Text
4.1.1.6.5. Dropdown
4.1.1.6.6. Date
4.1.1.6.7. Date time
4.1.1.6.8. Text Area
4.1.1.7. Documents
4.1.1.7.1. New File
4.1.1.7.2. Existing file
4.1.1.8. Notes
4.1.1.8.1. Write a Note
4.1.1.9. Reminders
4.1.1.9.1. Date
4.1.1.9.2. Time
4.1.1.9.3. Remind Me About
4.1.2. Update contractor with required and available fields
4.1.2.1. Contractor Details
4.1.2.1.1. Business Details
4.1.2.1.2. Primary Contact
4.1.2.2. Additional Phone Numbers
4.1.2.2.1. Phone Number Type
4.1.2.2.2. Phone Number
4.1.2.2.3. Use this as primary phone number
4.1.2.2.4. + Add Phone Number
4.1.2.3. Alternative contacts
4.1.2.3.1. Contact Type
4.1.2.3.2. First Name
4.1.2.3.3. Last Name
4.1.2.3.4. Email Address
4.1.2.3.5. Phone Number
4.1.2.3.6. Phone Number Type
4.1.2.3.7. + Add Contact
4.1.2.4. Addresses
4.1.2.4.1. Address Type
4.1.2.4.2. Street Address
4.1.2.4.3. Suburb / City
4.1.2.4.4. Post Code
4.1.2.4.5. Use this as primary address
4.1.2.4.6. +Add Address
4.1.2.5. Additional Information
4.1.2.5.1. Clear Fields
4.1.2.5.2. Number
4.1.2.5.3. Decimal
4.1.2.5.4. Check Box
4.1.2.5.5. Text
4.1.2.5.6. Dropdown
4.1.2.5.7. Date
4.1.2.5.8. Date time
4.1.2.5.9. Text Area
4.1.2.6. Category
4.1.2.6.1. Clear Fields
4.1.2.6.2. Number
4.1.2.6.3. Decimal
4.1.2.6.4. Check Box
4.1.2.6.5. Text
4.1.2.6.6. Dropdown
4.1.2.6.7. Date
4.1.2.6.8. Date time
4.1.2.6.9. Text Area
4.1.2.7. Documents
4.1.2.7.1. Edit document
4.1.2.7.2. +Add Document
4.1.2.8. Notes
4.1.2.8.1. Write a Note
4.1.2.8.2. +Add Note
4.1.2.9. Reminders
4.1.2.9.1. Date
4.1.2.9.2. Time
4.1.2.9.3. Remind Me About
4.1.2.9.4. +Add Reminder
4.1.3. View contractor with required and available fields
4.1.3.1. Contractor Details
4.1.3.1.1. Initials
4.1.3.1.2. First Name | Last Name
4.1.3.1.3. Contractor Id
4.1.3.1.4. Email Address
4.1.3.1.5. Contractor status
4.1.3.1.6. Email | Message | Call hotlinks
4.1.3.1.7. Business Details
4.1.3.1.8. Primary Contact
4.1.3.1.9. Address
4.1.3.1.10. Categories
4.1.3.1.11. Description
4.1.3.1.12. Updated by Name | Timestamp
4.1.3.1.13. Created by Name | Timestamp
4.1.3.2. Additional Phone Numbers
4.1.3.2.1. Phone Number (Primary) | Hotlink
4.1.3.2.2. Phone Number Type
4.1.3.2.3. + Add Phone Number
4.1.3.3. Alternative contacts
4.1.3.3.1. First Name | Last Name
4.1.3.3.2. Email Address
4.1.3.3.3. Phone Number | Type
4.1.3.3.4. + Add Contact
4.1.3.4. Addresses
4.1.3.4.1. Address Type
4.1.3.4.2. Street Address
4.1.3.4.3. Suburb / City
4.1.3.4.4. Post Code
4.1.3.4.5. Country
4.1.3.4.6. + Add Address
4.1.3.5. Additional Information
4.1.3.5.1. Number
4.1.3.5.2. Decimal
4.1.3.5.3. Check Box
4.1.3.5.4. Text
4.1.3.5.5. Dropdown
4.1.3.5.6. Date
4.1.3.5.7. Date time
4.1.3.5.8. Text Area
4.1.3.6. Category
4.1.3.6.1. Number
4.1.3.6.2. Decimal
4.1.3.6.3. Check Box
4.1.3.6.4. Text
4.1.3.6.5. Dropdown
4.1.3.6.6. Date
4.1.3.6.7. Date time
4.1.3.6.8. Text Area
4.1.3.7. Documents
4.1.3.7.1. File Name / Type
4.1.3.7.2. Description
4.1.3.7.3. Uploaded by staff name
4.1.3.7.4. Uploaded timestamp
4.1.3.7.5. +Add Document
4.1.3.8. Notes
4.1.3.8.1. Description
4.1.3.8.2. Added staff name
4.1.3.8.3. Added timestamp
4.1.3.8.4. + Add Note
4.1.3.9. Reminders
4.1.3.9.1. Description
4.1.3.9.2. Remind me on timestamp
4.1.3.9.3. + Add Reminder
4.1.3.10. Activity
4.1.3.10.1. Created
4.1.3.10.2. Added
4.1.3.10.3. Updated
4.1.3.10.4. Removed
4.1.3.11. Archive / Restore contractor
4.2. Contractor List
4.2.1. Verify contractor card on list screen
4.2.1.1. Contractor Card
4.2.1.1.1. Initials of primary contact name
4.2.1.1.2. Primary contact First name | Last name
4.2.1.1.3. Contractor id
4.2.1.1.4. Primary contact phone number / email id
4.2.1.1.5. Kebab menu
4.2.1.2. + Contractor (button to create new contractor)
4.2.2. Verify contractor filters on list screen
4.2.2.1. Filter by state
4.2.2.1.1. Archived / Active
4.2.2.2. Phone Number
4.2.2.3. Name or Email
4.2.2.4. Date of Birth
4.2.2.5. Clear All
5. Leaves Screens
5.1. Leaves
5.1.1. Add leave with all/required details
5.1.1.1. Leave details
5.1.1.1.1. Leave Type
5.1.1.1.2. Start Time
5.1.1.1.3. Add Another Day
5.1.1.1.4. Staff Member
5.1.1.1.5. Leave Approver
5.1.1.1.6. Description
5.1.1.2. Documents
5.1.1.2.1. Add Document
5.1.2. Edit leave with all/required details
5.1.2.1. Leave details
5.1.2.1.1. Leave Type
5.1.2.1.2. Start Time
5.1.2.1.3. Add Another Day
5.1.2.1.4. Staff Member
5.1.2.1.5. Leave Approver
5.1.2.1.6. Status
5.1.2.1.7. Description
5.1.2.2. Documents
5.1.2.2.1. File details
5.1.2.2.2. +Add Document button
5.1.2.3. Notes
5.1.2.3.1. Note details
5.1.3. View leave with all/required details
5.1.3.1. Leave details
5.1.3.1.1. Leave Type
5.1.3.1.2. Leave Status
5.1.3.1.3. Staff Member
5.1.3.1.4. Leave Approver
5.1.3.1.5. Start Time
5.1.3.1.6. Total Time
5.1.3.1.7. Description
5.1.3.1.8. Updated by
5.1.3.1.9. Created by
5.1.3.2. Documents
5.1.3.2.1. File name / type
5.1.3.2.2. Description
5.1.3.2.3. Uploaded by staff name / timestamp
5.1.3.2.4. +Add Document button
5.1.3.3. Notes
5.1.3.3.1. Note description
5.1.3.3.2. Added by staff name / timestamp
5.1.3.3.3. + Add Note
5.1.3.4. Activity
5.1.3.4.1. Created
5.1.3.4.2. Added
5.1.3.4.3. Updated
5.1.3.4.4. Removed
5.2. Leaves List
5.2.1. Leave list and card details
5.2.1.1. Card details
5.2.1.1.1. Leave Type
5.2.1.1.2. Status
5.2.1.1.3. Day, date
5.2.1.1.4. Staff name
5.2.1.1.5. Leave description
5.2.1.1.6. Leave time in hh mm format
5.2.1.1.7. View button
5.2.1.1.8. Edit button
5.2.1.1.9. Remove button
5.2.1.2. + Leave
5.2.2. Leave List Filters
5.2.2.1. Select Staff
5.2.2.1.1. All Staff
5.2.2.1.2. Select a staff
5.2.2.2. Leave type
5.2.2.2.1. All Types
5.2.2.2.2. Select a type
5.2.2.3. Select Status
5.2.2.3.1. All Status
5.2.2.3.2. Select a status
6. Job Screens
6.1. Job with Details
6.1.1. Create job with details and add new client
6.1.1.1. Job details
6.1.1.1.1. Job id
6.1.1.1.2. Watch Job
6.1.1.1.3. Start Time
6.1.1.1.4. End Time
6.1.1.1.5. Job Status
6.1.1.1.6. Available Staff Members
6.1.1.1.7. Add New Client
6.1.1.1.8. Add New Client
6.1.1.1.9. Category
6.1.1.1.10. Description
6.1.2. Update job with details
6.1.2.1. Job details
6.1.2.1.1. Job id
6.1.2.1.2. Watch Job
6.1.2.1.3. Start Time
6.1.2.1.4. End Time
6.1.2.1.5. Job Status
6.1.2.1.6. Available Staff Members
6.1.2.1.7. Select Existing client
6.1.2.1.8. Category
6.1.2.1.9. Description
6.1.3. View job with details
6.1.3.1. Job details
6.1.3.1.1. Job id
6.1.3.1.2. Watch Job
6.1.3.1.3. Job Status
6.1.3.1.4. Start Time
6.1.3.1.5. End Time
6.1.3.1.6. Address
6.1.3.1.7. Categories
6.1.3.1.8. Description
6.1.3.1.9. Select Existing client
6.1.3.1.10. Created By
6.1.3.1.11. Updated By
6.1.3.1.12. Staff initials | First Name | Last Name
6.1.3.1.13. Hotlinks
6.1.3.1.14. Client Details
6.2. Job with all/required fields
6.2.1. Create job with all/required fields
6.2.1.1. Job details
6.2.1.1.1. Job id
6.2.1.1.2. Watch Job
6.2.1.1.3. Start Time
6.2.1.1.4. End Time
6.2.1.1.5. Job Status
6.2.1.1.6. Available Staff Members
6.2.1.1.7. Select Existing client
6.2.1.1.8. Categories
6.2.1.1.9. Description
6.2.1.2. Address
6.2.1.2.1. Search address using google
6.2.1.2.2. Add Address manually
6.2.1.2.3. Clear Address
6.2.1.3. Contractors
6.2.1.3.1. +Add Contractor
6.2.1.4. Additional Information
6.2.1.4.1. Validation for required fields
6.2.1.4.2. Enter value for required fields
6.2.1.4.3. Clear Fields
6.2.1.5. Category
6.2.1.5.1. Validation for required fields
6.2.1.5.2. Add required category fields
6.2.1.5.3. Clear Fields
6.2.1.6. Documents
6.2.1.6.1. Existing file
6.2.1.7. Notes
6.2.1.7.1. Write a Note
6.2.1.8. Reminders
6.2.1.8.1. Date
6.2.1.8.2. Time
6.2.1.8.3. Remind Me About
6.2.2. Update job with all/required fields
6.2.2.1. Job details
6.2.2.1.1. Job id
6.2.2.1.2. Watch Job
6.2.2.1.3. Start Time
6.2.2.1.4. End Time
6.2.2.1.5. Job Status
6.2.2.1.6. Available Staff Members
6.2.2.1.7. Select Existing client
6.2.2.1.8. Category
6.2.2.1.9. Description
6.2.2.2. Address
6.2.2.2.1. Clear Address
6.2.2.2.2. Add Address
6.2.2.2.3. Search address using google
6.2.2.3. Contractors
6.2.2.3.1. Update Contractor
6.2.2.3.2. +Add Contractor
6.2.2.4. Additional Information
6.2.2.4.1. Clear Fields
6.2.2.4.2. Number
6.2.2.4.3. Decimal
6.2.2.4.4. Check Box
6.2.2.4.5. Text
6.2.2.4.6. Dropdown
6.2.2.4.7. Date
6.2.2.4.8. Date time
6.2.2.4.9. Text Area
6.2.2.5. Category
6.2.2.5.1. Clear Fields
6.2.2.5.2. Number
6.2.2.5.3. Decimal
6.2.2.5.4. Check Box
6.2.2.5.5. Text
6.2.2.5.6. Dropdown
6.2.2.5.7. Date
6.2.2.5.8. Date time
6.2.2.5.9. Text Area
6.2.2.6. Documents
6.2.2.6.1. Edit Existing file
6.2.2.6.2. New File
6.2.2.7. Notes
6.2.2.7.1. Edit Note
6.2.2.7.2. +Add Note
6.2.2.8. Reminders
6.2.2.8.1. Edit Reminders
6.2.2.8.2. +Add Reminder
6.2.3. View job with all/required fields
6.2.3.1. Job details
6.2.3.1.1. Job id
6.2.3.1.2. Watch Job
6.2.3.1.3. Start Time
6.2.3.1.4. End Time
6.2.3.1.5. Job Status
6.2.3.1.6. Available Staff Members
6.2.3.1.7. Select Existing client
6.2.3.1.8. Category
6.2.3.1.9. Description
6.2.3.2. Address
6.2.3.2.1. Search address using google
6.2.3.2.2. Clear Address
6.2.3.2.3. Add Address manually
6.2.3.3. Contractors
6.2.3.3.1. +Add Contractor
6.2.3.4. Additional Information
6.2.3.4.1. Clear Fields
6.2.3.4.2. Number
6.2.3.4.3. Decimal
6.2.3.4.4. Check Box
6.2.3.4.5. Text
6.2.3.4.6. Dropdown
6.2.3.4.7. Date
6.2.3.4.8. Date time
6.2.3.4.9. Text Area
6.2.3.5. Category
6.2.3.5.1. Clear Fields
6.2.3.5.2. Number
6.2.3.5.3. Decimal
6.2.3.5.4. Check Box
6.2.3.5.5. Text
6.2.3.5.6. Dropdown
6.2.3.5.7. Date
6.2.3.5.8. Date time
6.2.3.5.9. Text Area
6.2.3.6. Documents
6.2.3.6.1. New File
6.2.3.6.2. Existing file
6.2.3.7. Notes
6.2.3.7.1. Write a Note
6.2.3.8. Reminders
6.2.3.8.1. Date
6.2.3.8.2. Time
6.2.3.8.3. Remind Me About
6.3. Job List
6.3.1. Verify job card on list screen
6.3.1.1. Kebab menu
6.3.1.1.1. Call option
6.3.1.1.2. Edit option
6.3.1.2. + Job button to create new client
6.3.1.3. Job Card
6.3.1.3.1. Job id
6.3.1.3.2. Scheduled time
6.3.1.3.3. Status
6.3.1.3.4. Job address
6.3.1.3.5. Job description
6.3.1.3.6. Assigned staff initials
6.3.1.3.7. Note
6.3.1.3.8. Document
6.3.1.3.9. Buttons
6.3.2. Verify list screen with map view
6.3.2.1. +Job button to create new client
6.3.2.2. All Status
6.3.2.3. Dtaft
6.3.2.4. Assigned
6.3.2.5. In Progress
6.3.2.6. On Hold
6.3.2.7. Completed
6.3.2.8. Cancelled
6.3.2.9. Custom-status
6.3.3. Verify job filters on list screen
6.3.3.1. Status Filters
6.3.3.2. My Jobs
6.3.3.3. Address
6.3.3.4. Staff Member
6.3.3.5. Contractor
6.3.3.6. Client
6.3.3.7. Categories
6.3.3.8. Clear All
7. Timesheet Screens
7.1. Time Entry
7.1.1. Add time entry
7.1.1.1. Add time entry for job
7.1.1.1.1. Log Time Against
7.1.1.1.2. Select Job
7.1.1.1.3. Start Time
7.1.1.1.4. Finish Time
7.1.1.1.5. Break Time |Hrs/Mins
7.1.1.1.6. Total Time
7.1.1.1.7. Select Staff
7.1.1.1.8. Description
7.1.1.2. Add break time
7.1.1.2.1. Log Time Against
7.1.1.2.2. Start Time
7.1.1.2.3. Finish Time
7.1.1.2.4. Total Time
7.1.1.2.5. Select Staff
7.1.1.2.6. Description
7.1.1.3. Add time entry for client
7.1.1.3.1. Log Time Against
7.1.1.3.2. Select Client
7.1.1.3.3. Start Time
7.1.1.3.4. Finish Time
7.1.1.3.5. Break Time |Hrs/Mins
7.1.1.3.6. Total Time
7.1.1.3.7. Select Staff
7.1.1.3.8. Description
7.1.1.4. Add general time entry
7.1.1.4.1. Log Time Against
7.1.1.4.2. Start Time
7.1.1.4.3. Finish Time
7.1.1.4.4. Break Time
7.1.1.4.5. Total Time
7.1.1.4.6. Select Staff
7.1.1.4.7. Description
7.1.1.5. Add custom time entry
7.1.1.5.1. Log Time Against
7.1.1.5.2. Start Time
7.1.1.5.3. Finish Time
7.1.1.5.4. Total Time
7.1.1.5.5. Select Staff
7.1.1.5.6. Description
7.1.2. Update time entry
7.1.2.1. Update job time entry
7.1.2.1.1. Log Time Against
7.1.2.1.2. Status
7.1.2.1.3. Time entry type - Job
7.1.2.1.4. Select Job
7.1.2.1.5. Start Time
7.1.2.1.6. Finish Time
7.1.2.1.7. Total Time
7.1.2.1.8. Select Staff
7.1.2.1.9. Description
7.1.2.2. Update break time entry
7.1.2.2.1. Log Time Against
7.1.2.2.2. Time entry type - Break
7.1.2.2.3. Start Time
7.1.2.2.4. Finish Time
7.1.2.2.5. Total Time
7.1.2.2.6. Select Staff
7.1.2.2.7. Description
7.1.2.3. Update client time entry
7.1.2.3.1. Log Time Against
7.1.2.3.2. Status
7.1.2.3.3. Time entry type - Client
7.1.2.3.4. Select Client
7.1.2.3.5. Start Time
7.1.2.3.6. Finish Time
7.1.2.3.7. Total Time
7.1.2.3.8. Select Staff
7.1.2.3.9. Description
7.1.2.4. Update general time entry
7.1.2.4.1. Log Time Against
7.1.2.4.2. Status
7.1.2.4.3. Time entry type - General
7.1.2.4.4. Start Time
7.1.2.4.5. Finish Time
7.1.2.4.6. Total Time
7.1.2.4.7. Select Staff
7.1.2.4.8. Description
7.1.2.5. Update custom time entry
7.1.2.5.1. Log Time Against
7.1.2.5.2. Status
7.1.2.5.3. Time entry type - Custom name
7.1.2.5.4. Start Time
7.1.2.5.5. Finish Time
7.1.2.5.6. Total Time
7.1.2.5.7. Select Staff
7.1.2.5.8. Description
7.1.3. View time entry
7.1.3.1. View job time entry
7.1.3.1.1. Job id
7.1.3.1.2. Status
7.1.3.1.3. Start Time | dd mmm yyyy hh:mm AM/PM
7.1.3.1.4. Finish Time | dd mmm yyyy hh:mm AM/PM
7.1.3.1.5. Total Time | hh mm ss
7.1.3.1.6. Staff Member
7.1.3.1.7. Time Entry Type
7.1.3.1.8. Description
7.1.3.1.9. Created | dd mmm yyyy hh:mm AM/PM
7.1.3.1.10. Updated | dd mmm yyyy hh:mm AM/PM
7.1.3.2. View break time entry
7.1.3.2.1. Time entry type - Break
7.1.3.2.2. Start Time | dd mmm yyyy hh:mm AM/PM
7.1.3.2.3. Finish Time | dd mmm yyyy hh:mm AM/PM
7.1.3.2.4. Total Time | hh mm ss
7.1.3.2.5. Staff Member
7.1.3.2.6. Time Entry Type
7.1.3.2.7. Description
7.1.3.2.8. Created | dd mmm yyyy hh:mm AM/PM
7.1.3.2.9. Updated | dd mmm yyyy hh:mm AM/PM
7.1.3.3. View client time entry
7.1.3.3.1. Client name
7.1.3.3.2. Status
7.1.3.3.3. Start Time | dd mmm yyyy hh:mm AM/PM
7.1.3.3.4. Finish Time | dd mmm yyyy hh:mm AM/PM
7.1.3.3.5. Total Time | hh mm ss
7.1.3.3.6. Staff Member
7.1.3.3.7. Time Entry Type
7.1.3.3.8. Description
7.1.3.3.9. Created | dd mmm yyyy hh:mm AM/PM
7.1.3.3.10. Updated | dd mmm yyyy hh:mm AM/PM
7.1.3.4. View general time entry
7.1.3.4.1. Time entry type - General
7.1.3.4.2. Status
7.1.3.4.3. Start Time | dd mmm yyyy hh:mm AM/PM
7.1.3.4.4. Finish Time | dd mmm yyyy hh:mm AM/PM
7.1.3.4.5. Total Time | hh mm ss
7.1.3.4.6. Staff Member
7.1.3.4.7. Time Entry Type
7.1.3.4.8. Description
7.1.3.4.9. Created | dd mmm yyyy hh:mm AM/PM
7.1.3.4.10. Updated | dd mmm yyyy hh:mm AM/PM
7.1.3.5. View custom time entry
7.1.3.5.1. Time entry name
7.1.3.5.2. Status
7.1.3.5.3. Start Time | dd mmm yyyy hh:mm AM/PM
7.1.3.5.4. Finish Time | dd mmm yyyy hh:mm AM/PM
7.1.3.5.5. Total Time | hh mm ss
7.1.3.5.6. Staff Member
7.1.3.5.7. Time Entry Type
7.1.3.5.8. Description
7.1.3.5.9. Created | dd mmm yyyy hh:mm AM/PM
7.1.3.5.10. Updated | dd mmm yyyy hh:mm AM/PM
7.2. Start Timer
7.2.1. Log Time Against
7.2.1.1. Job
7.2.1.1.1. Clear
7.2.1.1.2. Save
7.2.1.2. Break
7.2.1.2.1. Save
7.2.1.3. Client
7.2.1.3.1. Save
7.2.1.4. General
7.2.1.4.1. Save
7.2.1.5. Custom type
7.2.1.5.1. Save
7.3. Timesheet List
7.3.1. Timesheet list screen
7.3.1.1. Select date from calendar
7.3.1.1.1. Expanded view
7.3.1.1.2. Collapsed view
7.3.1.2. Timesheet card
7.3.1.2.1. Time entry type
7.3.1.2.2. Start time to Finish time
7.3.1.2.3. Staff member
7.3.1.2.4. Status
7.3.1.2.5. Time entry in hh mm ss format
7.3.1.3. Status
7.3.1.3.1. Change status
7.3.1.4. View button
7.3.1.4.1. Time Entry Details screen
7.3.1.5. Edit button
7.3.1.5.1. Edit time entry screen
7.3.1.6. Remove button
7.3.1.6.1. Confirmation pop up
7.3.2. Timesheet filters
7.3.2.1. Filter by staff
7.3.2.2. Filter by job
7.3.2.3. Filter by client
7.3.2.4. Filter by status
7.3.2.5. Clear all
7.3.2.6. X button
7.3.3. Time Approvals screen
7.3.3.1. Add Time Entry
7.3.3.2. Date range selection
7.3.3.2.1. Start Time
7.3.3.2.2. End Time
7.3.3.3. Select Staff filter
7.3.3.4. Staff member time card
7.3.3.4.1. Staff Name
7.3.3.4.2. Work Time
7.3.3.4.3. Break Time
7.3.3.4.4. Total Time
7.3.3.4.5. View button
7.3.3.4.6. Approve button
8. Job Screens
8.1. Job with Details
8.1.1. Create job with details and add new client
8.1.1.1. Job details
8.1.1.1.1. Job id
8.1.1.1.2. Watch Job
8.1.1.1.3. Start Time
8.1.1.1.4. End Time
8.1.1.1.5. Job Status
8.1.1.1.6. Available Staff Members
8.1.1.1.7. Add New Client
8.1.1.1.8. Add New Client
8.1.1.1.9. Category
8.1.1.1.10. Description
8.1.2. Update job with details
8.1.2.1. Job details
8.1.2.1.1. Job id
8.1.2.1.2. Watch Job
8.1.2.1.3. Start Time
8.1.2.1.4. End Time
8.1.2.1.5. Job Status
8.1.2.1.6. Available Staff Members
8.1.2.1.7. Select Existing client
8.1.2.1.8. Category
8.1.2.1.9. Description
8.1.3. View job with details
8.1.3.1. Job details
8.1.3.1.1. Job id
8.1.3.1.2. Watch Job
8.1.3.1.3. Job Status
8.1.3.1.4. Start Time
8.1.3.1.5. End Time
8.1.3.1.6. Address
8.1.3.1.7. Categories
8.1.3.1.8. Description
8.1.3.1.9. Select Existing client
8.1.3.1.10. Created By
8.1.3.1.11. Updated By
8.1.3.1.12. Staff initials | First Name | Last Name
8.1.3.1.13. Hotlinks
8.1.3.1.14. Client Details
8.2. Job with all/required fields
8.2.1. Create job with all/required fields
8.2.1.1. Job details
8.2.1.1.1. Job id
8.2.1.1.2. Watch Job
8.2.1.1.3. Start Time
8.2.1.1.4. End Time
8.2.1.1.5. Job Status
8.2.1.1.6. Available Staff Members
8.2.1.1.7. Select Existing client
8.2.1.1.8. Categories
8.2.1.1.9. Description
8.2.1.2. Address
8.2.1.2.1. Search address using google
8.2.1.2.2. Add Address manually
8.2.1.2.3. Clear Address
8.2.1.3. Contractors
8.2.1.3.1. +Add Contractor
8.2.1.4. Additional Information
8.2.1.4.1. Validation for required fields
8.2.1.4.2. Enter value for required fields
8.2.1.4.3. Clear Fields
8.2.1.5. Category
8.2.1.5.1. Validation for required fields
8.2.1.5.2. Add required category fields
8.2.1.5.3. Clear Fields
8.2.1.6. Documents
8.2.1.6.1. Existing file
8.2.1.7. Notes
8.2.1.7.1. Write a Note
8.2.1.8. Reminders
8.2.1.8.1. Date
8.2.1.8.2. Time
8.2.1.8.3. Remind Me About
8.2.2. Update job with all/required fields
8.2.2.1. Job details
8.2.2.1.1. Job id
8.2.2.1.2. Watch Job
8.2.2.1.3. Start Time
8.2.2.1.4. End Time
8.2.2.1.5. Job Status
8.2.2.1.6. Available Staff Members
8.2.2.1.7. Select Existing client
8.2.2.1.8. Category
8.2.2.1.9. Description
8.2.2.2. Address
8.2.2.2.1. Clear Address
8.2.2.2.2. Add Address
8.2.2.2.3. Search address using google
8.2.2.3. Contractors
8.2.2.3.1. Update Contractor
8.2.2.3.2. +Add Contractor
8.2.2.4. Additional Information
8.2.2.4.1. Clear Fields
8.2.2.4.2. Number
8.2.2.4.3. Decimal
8.2.2.4.4. Check Box
8.2.2.4.5. Text
8.2.2.4.6. Dropdown
8.2.2.4.7. Date
8.2.2.4.8. Date time
8.2.2.4.9. Text Area
8.2.2.5. Category
8.2.2.5.1. Clear Fields
8.2.2.5.2. Number
8.2.2.5.3. Decimal
8.2.2.5.4. Check Box
8.2.2.5.5. Text
8.2.2.5.6. Dropdown
8.2.2.5.7. Date
8.2.2.5.8. Date time
8.2.2.5.9. Text Area
8.2.2.6. Documents
8.2.2.6.1. Edit Existing file
8.2.2.6.2. New File
8.2.2.7. Notes
8.2.2.7.1. Edit Note
8.2.2.7.2. +Add Note
8.2.2.8. Reminders
8.2.2.8.1. Edit Reminders
8.2.2.8.2. +Add Reminder
8.2.3. View job with all/required fields
8.2.3.1. Job details
8.2.3.1.1. Job id
8.2.3.1.2. Watch Job
8.2.3.1.3. Start Time
8.2.3.1.4. End Time
8.2.3.1.5. Job Status
8.2.3.1.6. Available Staff Members
8.2.3.1.7. Select Existing client
8.2.3.1.8. Category
8.2.3.1.9. Description
8.2.3.2. Address
8.2.3.2.1. Search address using google
8.2.3.2.2. Clear Address
8.2.3.2.3. Add Address manually
8.2.3.3. Contractors
8.2.3.3.1. +Add Contractor
8.2.3.4. Additional Information
8.2.3.4.1. Clear Fields
8.2.3.4.2. Number
8.2.3.4.3. Decimal
8.2.3.4.4. Check Box
8.2.3.4.5. Text
8.2.3.4.6. Dropdown
8.2.3.4.7. Date
8.2.3.4.8. Date time
8.2.3.4.9. Text Area
8.2.3.5. Category
8.2.3.5.1. Clear Fields
8.2.3.5.2. Number
8.2.3.5.3. Decimal
8.2.3.5.4. Check Box
8.2.3.5.5. Text
8.2.3.5.6. Dropdown
8.2.3.5.7. Date
8.2.3.5.8. Date time
8.2.3.5.9. Text Area
8.2.3.6. Documents
8.2.3.6.1. New File
8.2.3.6.2. Existing file
8.2.3.7. Notes
8.2.3.7.1. Write a Note
8.2.3.8. Reminders
8.2.3.8.1. Date
8.2.3.8.2. Time
8.2.3.8.3. Remind Me About
8.3. Job List
8.3.1. Verify job card on list screen
8.3.1.1. Kebab menu
8.3.1.1.1. Call option
8.3.1.1.2. Edit option
8.3.1.2. + Job button to create new client
8.3.1.3. Job Card
8.3.1.3.1. Job id
8.3.1.3.2. Scheduled time
8.3.1.3.3. Status
8.3.1.3.4. Job address
8.3.1.3.5. Job description
8.3.1.3.6. Assigned staff initials
8.3.1.3.7. Note
8.3.1.3.8. Document
8.3.1.3.9. Buttons
8.3.2. Verify list screen with map view
8.3.2.1. +Job button to create new client
8.3.2.2. All Status
8.3.2.3. Dtaft
8.3.2.4. Assigned
8.3.2.5. In Progress
8.3.2.6. On Hold
8.3.2.7. Completed
8.3.2.8. Cancelled
8.3.2.9. Custom-status
8.3.3. Verify job filters on list screen
8.3.3.1. Status Filters
8.3.3.2. My Jobs
8.3.3.3. Address
8.3.3.4. Staff Member
8.3.3.5. Contractor
8.3.3.6. Client
8.3.3.7. Categories
8.3.3.8. Clear All
9. Client Screens
9.1. Individual Client Details
9.1.1. Create individual client with client details
9.1.1.1. Client Details
9.1.1.1.1. Client Id
9.1.1.1.2. Type of client - Individual
9.1.1.1.3. First Name
9.1.1.1.4. Last Name
9.1.1.1.5. Date of Birth
9.1.1.1.6. Email Address
9.1.1.1.7. Phone Number
9.1.1.1.8. Phone Number Type
9.1.1.1.9. Category
9.1.1.1.10. Account Manager
9.1.1.1.11. Description
9.1.2. Update individual client with client details
9.1.2.1. Client Details
9.1.2.1.1. Client Id
9.1.2.1.2. Type of client - Individual
9.1.2.1.3. First Name
9.1.2.1.4. Last Name
9.1.2.1.5. Date of Birth
9.1.2.1.6. Email Address
9.1.2.1.7. Phone Number
9.1.2.1.8. Phone Number Type
9.1.2.1.9. Category
9.1.2.1.10. Account Manager
9.1.2.1.11. Description
9.1.3. View individual client with client details
9.1.3.1. Client Details
9.1.3.1.1. Individual
9.1.3.1.2. Initials
9.1.3.1.3. First Name | Last Name
9.1.3.1.4. Client Id
9.1.3.1.5. Email Address
9.1.3.1.6. Client status
9.1.3.1.7. Email | Message | Call hotlinks
9.1.3.1.8. Primary Phone Number | Type
9.1.3.1.9. Date of Birth
9.1.3.1.10. Address
9.1.3.1.11. Categories
9.1.3.1.12. Description
9.1.3.1.13. Account Manager
9.1.3.1.14. Updated by Name | Timestamp
9.1.3.1.15. Created by Name | Timestamp
9.1.3.2. Archive / Restore client
9.2. Individual Client Required / All Fields
9.2.1. Create individual client with required and all available fields
9.2.1.1. Client Details
9.2.1.1.1. Client Id
9.2.1.1.2. Type of client - Individual
9.2.1.1.3. First Name
9.2.1.1.4. Last Name
9.2.1.1.5. Date of Birth
9.2.1.1.6. Email Address
9.2.1.1.7. Phone Number
9.2.1.1.8. Phone Number Type
9.2.1.1.9. Category
9.2.1.1.10. Account Manager
9.2.1.1.11. Description
9.2.1.2. Additional Phone Numbers
9.2.1.2.1. Phone Number Type
9.2.1.2.2. Phone Number
9.2.1.2.3. Use this as primary phone number
9.2.1.3. Alternative contacts
9.2.1.3.1. Contact Type
9.2.1.3.2. First Name
9.2.1.3.3. Last Name
9.2.1.3.4. Email Address
9.2.1.3.5. Phone Number
9.2.1.3.6. Phone Number Type
9.2.1.4. Addresses
9.2.1.4.1. Address Type
9.2.1.4.2. Search address using google
9.2.1.4.3. Country
9.2.1.4.4. Street Address
9.2.1.4.5. Suburb / City
9.2.1.4.6. Post Code
9.2.1.4.7. Use this as primary address
9.2.1.5. Additional Information
9.2.1.5.1. Number
9.2.1.5.2. Decimal
9.2.1.5.3. Check Box
9.2.1.5.4. Text
9.2.1.5.5. Dropdown
9.2.1.5.6. Date
9.2.1.5.7. Date time
9.2.1.5.8. Text Area
9.2.1.6. Category
9.2.1.6.1. Number
9.2.1.6.2. Decimal
9.2.1.6.3. Check Box
9.2.1.6.4. Text
9.2.1.6.5. Dropdown
9.2.1.6.6. Date
9.2.1.6.7. Date time
9.2.1.6.8. Text Area
9.2.1.7. Documents
9.2.1.7.1. New File
9.2.1.7.2. Existing file
9.2.1.8. Notes
9.2.1.8.1. Write a Note
9.2.1.9. Reminders
9.2.1.9.1. Date
9.2.1.9.2. Time
9.2.1.9.3. Remind Me About
9.2.2. Update individual client with required and available fields
9.2.2.1. Client Details
9.2.2.1.1. Client Id
9.2.2.1.2. Individual
9.2.2.1.3. First Name
9.2.2.1.4. Last Name
9.2.2.1.5. Date of Birth
9.2.2.1.6. Email Address
9.2.2.1.7. Phone Number
9.2.2.1.8. Phone Number Type
9.2.2.1.9. Category
9.2.2.1.10. Account Manager
9.2.2.1.11. Description
9.2.2.2. Additional Phone Numbers
9.2.2.2.1. Phone Number Type
9.2.2.2.2. Phone Number
9.2.2.2.3. Use this as primary phone number
9.2.2.2.4. + Add Phone Number
9.2.2.3. Alternative contacts
9.2.2.3.1. Contact Type
9.2.2.3.2. First Name
9.2.2.3.3. Last Name
9.2.2.3.4. Email Address
9.2.2.3.5. Phone Number
9.2.2.3.6. Phone Number Type
9.2.2.3.7. + Add Contact
9.2.2.4. Addresses
9.2.2.4.1. Address Type
9.2.2.4.2. Street Address
9.2.2.4.3. Suburb / City
9.2.2.4.4. Post Code
9.2.2.4.5. Use this as primary address
9.2.2.4.6. +Add Address
9.2.2.5. Additional Information
9.2.2.5.1. Clear Fields
9.2.2.5.2. Number
9.2.2.5.3. Decimal
9.2.2.5.4. Check Box
9.2.2.5.5. Text
9.2.2.5.6. Dropdown
9.2.2.5.7. Date
9.2.2.5.8. Date time
9.2.2.5.9. Text Area
9.2.2.6. Category
9.2.2.6.1. Clear Fields
9.2.2.6.2. Number
9.2.2.6.3. Decimal
9.2.2.6.4. Check Box
9.2.2.6.5. Text
9.2.2.6.6. Dropdown
9.2.2.6.7. Date
9.2.2.6.8. Date time
9.2.2.6.9. Text Area
9.2.2.7. Documents
9.2.2.7.1. Edit document
9.2.2.7.2. +Add Document
9.2.2.8. Notes
9.2.2.8.1. Write a Note
9.2.2.8.2. +Add Note
9.2.2.9. Reminders
9.2.2.9.1. Date
9.2.2.9.2. Time
9.2.2.9.3. Remind Me About
9.2.2.9.4. +Add Reminder
9.2.3. View individual client with required and available fields
9.2.3.1. Client Details
9.2.3.1.1. Individual
9.2.3.1.2. Initials
9.2.3.1.3. First Name | Last Name
9.2.3.1.4. Client Id
9.2.3.1.5. Email Address
9.2.3.1.6. Client status
9.2.3.1.7. Email | Message | Call hotlinks
9.2.3.1.8. Primary Phone Number | Type
9.2.3.1.9. Date of Birth
9.2.3.1.10. Address
9.2.3.1.11. Categories
9.2.3.1.12. Description
9.2.3.1.13. Account Manager
9.2.3.1.14. Updated by Name | Timestamp
9.2.3.1.15. Created by Name | Timestamp
9.2.3.2. Additional Phone Numbers
9.2.3.2.1. Phone Number (Primary) | Hotlink
9.2.3.2.2. Phone Number Type
9.2.3.2.3. + Add Phone Number
9.2.3.3. Alternative contacts
9.2.3.3.1. First Name | Last Name
9.2.3.3.2. Email Address
9.2.3.3.3. Phone Number | Type
9.2.3.3.4. + Add Contact
9.2.3.4. Addresses
9.2.3.4.1. Address Type
9.2.3.4.2. Street Address
9.2.3.4.3. Suburb / City
9.2.3.4.4. Post Code
9.2.3.4.5. Country
9.2.3.4.6. + Add Address
9.2.3.5. Additional Information
9.2.3.5.1. Number
9.2.3.5.2. Decimal
9.2.3.5.3. Check Box
9.2.3.5.4. Text
9.2.3.5.5. Dropdown
9.2.3.5.6. Date
9.2.3.5.7. Date time
9.2.3.5.8. Text Area
9.2.3.6. Category
9.2.3.6.1. Number
9.2.3.6.2. Decimal
9.2.3.6.3. Check Box
9.2.3.6.4. Text
9.2.3.6.5. Dropdown
9.2.3.6.6. Date
9.2.3.6.7. Date time
9.2.3.6.8. Text Area
9.2.3.7. Documents
9.2.3.7.1. File Name / Type
9.2.3.7.2. Description
9.2.3.7.3. Uploaded by staff name
9.2.3.7.4. Uploaded timestamp
9.2.3.7.5. +Add Document
9.2.3.8. Notes
9.2.3.8.1. Description
9.2.3.8.2. Added staff name
9.2.3.8.3. Added timestamp
9.2.3.8.4. + Add Note
9.2.3.9. Reminders
9.2.3.9.1. Description
9.2.3.9.2. Remind me on timestamp
9.2.3.9.3. + Add Reminder
9.2.3.10. Activity
9.2.3.10.1. Created
9.2.3.10.2. Added
9.2.3.10.3. Updated
9.2.3.10.4. Removed
9.2.3.11. Archive / Restore client
9.3. Business Client Details
9.3.1. Create business client with client details
9.3.1.1. Client Details
9.3.1.1.1. Client id
9.3.1.1.2. Type of client - Business
9.3.1.1.3. Business Name
9.3.1.1.4. Business Website
9.3.1.1.5. Business Email Address
9.3.1.1.6. Business Phone Number
9.3.1.1.7. Category
9.3.1.1.8. Account Manager
9.3.1.1.9. Primary Contact
9.3.2. Update business client with client details
9.3.2.1. Client Details
9.3.2.1.1. Type of Client - Business
9.3.2.1.2. Client id
9.3.2.1.3. Business Name
9.3.2.1.4. Business Website
9.3.2.1.5. Business Email Address
9.3.2.1.6. Business Phone Number
9.3.2.1.7. Category
9.3.2.1.8. Account Manager
9.3.2.1.9. Primary Contact
9.3.2.1.10. Description
9.3.3. View business client with client details
9.3.3.1. Client Details
9.3.3.1.1. Primary Contact - Initials
9.3.3.1.2. Primary Contact | First Name / Last Name
9.3.3.1.3. Client id
9.3.3.1.4. Primary contact email address
9.3.3.1.5. Client Status
9.3.3.1.6. Email | Message | Call hotlinks
9.3.3.1.7. Business Details
9.3.3.1.8. Primary Contact
9.3.3.1.9. Address
9.3.3.1.10. Category
9.3.3.1.11. Description
9.3.3.1.12. Account Manager
9.3.3.1.13. Updated by Name | Timestamp
9.3.3.1.14. Created by Name | Timestamp
9.3.3.2. Archive / Restore client
9.4. Client List
9.4.1. Verify client card on list screen
9.4.1.1. Individual
9.4.1.1.1. Initials of primary contact name
9.4.1.1.2. Primary contact First name | Last name
9.4.1.1.3. Client id
9.4.1.1.4. Primary contact phone number / email id
9.4.1.2. Business
9.4.1.2.1. Initials of primary contact name
9.4.1.2.2. Business name| Primary contact First name | Last name
9.4.1.2.3. Client id
9.4.1.2.4. Primary contact phone number / email id /business phone
9.4.1.2.5. Business tag
9.4.1.3. Kebab menu
9.4.1.3.1. Call option
9.4.1.3.2. Edit option
9.4.1.4. + button to create new client
9.4.2. Verify client filters on list screen
9.4.2.1. Filter by state
9.4.2.1.1. Archived / Active
9.4.2.2. Phone Number
9.4.2.3. Name or Email
9.4.2.4. Date of Birth
9.4.2.5. Clear All
10. Inquiry screens
10.1. Inquiries
10.1.1. Create Inquiries
10.1.1.1. Inquiry Details
10.1.1.1.1. First Name
10.1.1.1.2. Last Name
10.1.1.1.3. Email Address
10.1.1.1.4. Phone Number
10.1.1.1.5. Message
10.1.1.1.6. Custom Fields
10.1.1.1.7. Inquiry Status
10.1.1.1.8. Inquiry Source
10.1.1.1.9. Assign To
10.1.1.1.10. Link Existing Client OR Create Client
10.1.1.1.11. Link Existing Job or Create Job
10.1.1.2. Documents
10.1.1.2.1. Edit document
10.1.1.2.2. +Add Document
10.1.1.3. Notes
10.1.1.3.1. Write a Note
10.1.1.3.2. +Add Note
10.1.1.4. Reminders
10.1.1.4.1. Date
10.1.1.4.2. Time
10.1.1.4.3. Remind Me About
10.1.1.4.4. +Add Reminder
10.1.2. Edit Inquiries
10.1.2.1. Inquiry Details
10.1.2.1.1. First Name
10.1.2.1.2. Last Name
10.1.2.1.3. Email Address
10.1.2.1.4. Phone Number
10.1.2.1.5. Message
10.1.2.1.6. Custom Fields
10.1.2.1.7. Inquiry Status
10.1.2.1.8. Inquiry Source
10.1.2.1.9. Assign To
10.1.2.1.10. Link Existing Client OR Create Client
10.1.2.1.11. Link Existing Job or Create Job
10.1.2.2. Documents
10.1.2.2.1. Edit document
10.1.2.2.2. +Add Document
10.1.2.3. Notes
10.1.2.3.1. Write a Note
10.1.2.3.2. +Add Note
10.1.2.4. Reminders
10.1.2.4.1. Date
10.1.2.4.2. Time
10.1.2.4.3. Remind Me About
10.1.2.4.4. +Add Reminder
10.1.3. Enquiry Details
10.1.3.1. Inquiry Details
10.1.3.1.1. First Name
10.1.3.1.2. Last Name
10.1.3.1.3. Email Address
10.1.3.1.4. Phone Number
10.1.3.1.5. Message
10.1.3.1.6. Custom Fields
10.1.3.1.7. Inquiry Status
10.1.3.1.8. Inquiry Source
10.1.3.1.9. Assign To
10.1.3.1.10. Linked Client
10.1.3.1.11. Linked Job
10.1.3.1.12. Updated By
10.1.3.1.13. Created By
10.1.3.2. Documents
10.1.3.2.1. File Name / Type
10.1.3.2.2. Description
10.1.3.2.3. Uploaded by staff name
10.1.3.2.4. Uploaded timestamp
10.1.3.2.5. +Add Document
10.1.3.3. Notes
10.1.3.3.1. Description
10.1.3.3.2. Added staff name
10.1.3.3.3. Added timestamp
10.1.3.3.4. + Add Note
10.1.3.4. Reminders
10.1.3.4.1. Description
10.1.3.4.2. Remind me on timestamp
10.1.3.4.3. + Add Reminder