Finalising Home User Guide Variables 🏡 - Watch Video
To outline the steps to review and finalise the home user guide content before granting customer access to a site.
Key Steps
1. Review Home User Guide Content 0:00
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Ensure the home user guide content has been reviewed and finalized before customer access.
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Log in to Guided.
2. Search for the Site 0:08
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Use the search function to locate the specific site you are working on.
3. Navigate to Home Guide Content 0:15
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Click through any questions to access the home guide content.
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Find the home guide content under the appropriate tab.
4. Access Configuration Tab 0:24
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Go to the configuration tab to review home guide variables.
5. Control Functionality 0:24
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Set up and control available functionalities, such as:
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Turning off inspections capability.
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6. Set Key Contacts 0:42
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Set up the key contact for customer care by:
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Choosing an existing contact or entering a new company with contact details.
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7. Manage Warranty Provider 0:55
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Set up the warranty provider by:
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Reusing an existing warranty provider or creating a new one.
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8. Configure Account Variables 1:06
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Set up other variables including:
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Defect liability period (e.g., 24 months).
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Warranty period (e.g., 10 years).
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Gas supplier (turn off if not applicable).
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Heating supplier (specify if applicable).
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Electricity supplier (e.g., Aeon).
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Water supplier.
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9. Finalize Setup 1:23
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Review all categories and variables to ensure they are correctly turned on or off as needed.
Cautionary Notes
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Double-check all contact details for accuracy before finalizing.
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Ensure that all necessary functionalities are enabled or disabled according to site requirements.
Tips for Efficiency
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Familiarize yourself with the Guided interface to navigate quickly.
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Keep a checklist of required variables to ensure nothing is missed during setup.