This document provides detailed steps and guidelines on creating and using installer and user forms, as well as establishing a connection between users and installers.
Installer Form:
- The installer form collects important details about the installer. This information is for marketing purposes and user identification.
Steps to Create Installer Form:
Step-1: Open the BR Installer application and navigate to “My Account”, and click on the “Edit Installer Details” option.
- In the "Edit Installer Details" section of the application, users can see a list like company Name, Logo, Address, city ,county etc. form fields and all required information is provided.
Step-2: In the Installer form section, complete all the fields, click the "Save" icon in the top right corner, and then select "Yes" to successfully save the form.
User Form:
- The user form collects information about the end-user. This information helps match the user with the right installer.
Steps to Create User Form:
Step-1: Open the BlueRoots application and navigate to “My Account”, and click on the “Edit User Details” option.
Step-2: In the User form section, fill in all the fields, click the "Save" icon at the top right corner, and then select "Yes" to save the form successfully.
User-Installer Connection:
- Users can easily contact the installer through the connection between the user and installer forms. They can see the installer's logo to ensure they are reaching the right person and can contact the installer directly via phone or email.
If you have any questions, please reach out to us at support@bluehopper.com and we'd be happy to help.
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