Glympse PRO has quite a few terms that may be unfamiliar to you when you are first starting out. In this article, you will become more familiar with each of these terms.
Dashboard Tool Tips
Today’s Active Orders -Orders with an appointment start date on or before today
Today’s Completed/Canceled Orders -Orders completed or canceled today
Feedback (in “Dashboard”) -Customer feedback. 5-star rating system
Late Time (within dashboard tab) – Driver/technician arrived after promised time
Appointment Tool Tips
Glympse # – Internal Glympse ID used for support requests
Order # – Customer’s identifier for Delivery/Appointment
Technician – Name of the driver/technician assigned to the delivery/appointment
Description – Non-customer-facing field to give detail about delivery/appointment
Destination – Appointment/delivery address
Status – Current status of delivery/appointment
Promised Time – Expected time of arrival/delivery
Time on Site – The amount of time between the arrived time and the completed time
Late – If “No,” arrived time is >= appointment start time. Otherwise it displays the amount of time between the appointment start time and the arrival time
Bulk Upload – Users can upload numerous orders quickly. Download our example CSV for best formatting.
“Add Appointment” Tool Tips
Arrival Window – Allows the user to specify a promised arrival time window.
Promised Time – Promised arrival time
Use Latitude and Longitude – Replaces address search. Used when the destination is not connected to an actual address (e.g. a specific area of land in an orchard)
Order ID – Optional. This can be your own order/invoice/appointment number
Address – Customer’s address.
Customer Name – Name of the customer for this order
Customer Phone Number(s) (2 possible entries) – Phone number(s) that will be used for text notifications for this order
Customer Email(s) (2 possible entries) – Email address that will be used for notifications for this order
Technician Tool Tips
ID – Unique number identifier for technician
Name – Name of the technician
Phone – Phone number of technician/driver
Email – Email of the technician
Roles
Admin – Full access to Glympse PRO Portal and App. There can only be one admin per organization.
Manager – Same as Admin, but not allowed to edit Admin users
Agent – Technicians/drivers – access to the PRO App
Read more about roles by reading our article “User Roles Explained“.
Customize Tool Tips
Labels
- Agent Label – Select between “Driver” and “Technician” in your system and customer communications
- Task Label – Select between “Delivery” and “Appointment” in your system and customer communications.
Colors – Set the primary and secondary colors for the link sent to customers. Use Preview to see the result.
Proof of Delivery – Allows technician to Capture your customer’s signature or take and add a photo before completing a job/delivery
- Capture Type – Signature Capture allows you to get a signature from the customer upon job completion. Photo Capture allows your driver/technician to take an image of work done upon job completion.
Revert customization – Reverting to previous changes will only revert back to the most recent change/save made. Reverting to default customization will set all changes back to Glympse PRO default.