Documentation Index
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Products, materials, suppliers, technicians, territories, checklist templates and agents: which system you type each into
| Setup data | Typed in | What the engine makes from it |
|---|---|---|
| Product (something we sell) | Zoho, Products | A catalog item on our side and a QuickBooks item; see Add a product |
| Stock material | Zoho, Stock Materials | A material on our side, which the app lists |
| Supplier and its branches | Zoho, Vendors | A supplier on our side with its branches; each branch gets a Street View picture; see Add a supplier and its branches |
| Technician | Zoho, Technicians | A technician on our side, and an app login when the record has an email; see Add a technician |
| Service territory | Zoho, Service Territories | A territory on our side; a developer draws its map area; see Draw a service territory |
| Checklist template | Zoho, Checklist Templates | A template on our side with its questions; see Author a checklist template |
| Phone agent | Zoho, Agents | An agent on our side and a worker in Twilio’s TaskRouter, the system that decides whose app rings (Glossary); see How the phone works |
