Automatic Followup System

Available Product
Free registration to sell and bid item.

Description	Request

No schedule.

Stay Connect

Automatic Followup System a new platform to manage daily expenses, selling and scheduling in a more effective way.

Service	Standard	Premium
Schedule
Calendar Schedule	✓	✓
Share Schedule	x	✓
Budget / Financial Report
Standard budget / finance	✓	✓
Share budget / finance	x	✓
Optical character recognition invoice	x	✓
Optical character recognition reconcile	x	✓ Under Construction
Event Host
Free Event Host	✓	✓
Advertise
Free Advertise	✓	✓
Email
Follow up general email	✓	✓
Follow up service	x	✓
Follow up travel	x	✓
Price	Free


1. Upload invoice or receipt image to auto fill budget start date, end date and amount.	2. Input YYYY/MM/DD HH:MM in military time.	3. Select appropriate type of entry.	4. Select type of viewer.

1. Input YYYY/MM/DD HH:MM in military time.

2. Input task assign.

3. Input amount earn/spent.

4. Input description for the amount.

5. Select appropriate journal entry.

6. Select appropriate payment method.

7. Select type of viewer.

8. Select status confirmation.

9. Check the box and click upload to finalize.

1. Select appropriate option to auto log-in.

2. View configuration for user(s) permission to auto-log in.

3. Remove option for auto log-in.

4. Add email address to grant user(s) view calendar. No space require between email and comma.

5. View type of user permission to view calendar.

6. Remove user(s) view calendar.

Note: Recover account password at https://www.autofs.com/forgot-password/


1. Menu bar to access standard financial reporting, email and webchat.	2. View user calendar for schedule, amount spending and event.	3. View different user(s) granted calendar permission.

1. Input YYYY/MM/DD HH:MM in military time.

2. Input task assign.

3. Select appropriate type of entry.

4. Input event title.

5. Upload event image.

6. Upload event content.

7. Input event description.

8. Check box to confirm and click submit to finalize.

1. Input user email to view public agenda.

2. Book an appointment to notify user.

3. View user available product(s) for sale.

4. View upcoming or current event.

5. View current event.

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1. Input accurate information to sell product.	2. View user trade list for the records.

Email

Follow Up General Email

Compose email information as default to send

Enter list of recipient(s) to generate email to send and each "enter" of a row is consider new recipient

Upload list of recipient(s) from excel to generate email to send and each "enter" of a row is consider new recipient

Send direct email with option to attach file

Send direct email to recipient(s) base on Step 2.1 or Step 2.2 generate email to send

Send direct email to recipient(s) base on Step 2.1 or Step 2.2 generate email to send with compose email base on Step 1

Input specific date (MM/DD/YYYY) to send base on compose email from Step 1 and "check" the checkbox to validate set date

Choose the day of the week to send email as recurring and "check" the checkbox to validate set date

Change any recipient email for correction or removal

List of summary for send email
Follow Up Service

Compose email information as default to send

Enter list of recipient(s) to generate email to send and each "enter" of a row is consider new recipient

Send direct email to recipient(s) base on Step 1 compose email and Step 2 generate email to send for service rating

Input specific date (MM/DD/YYYY) to send base on compose email from Step 1 and "check" the checkbox to validate set date

Choose the day of the week to send email as recurring and "check" the checkbox to validate set date

List of summary for send email
Follow Up Travel

Compose email information as default to send

Enter list of recipient(s) to generate email to send and each "enter" of a row is consider new recipient

Send direct email to recipient(s) base on Step 2 generate email to send

Send direct email to recipient(s) base on Step 1 compose email and Step 2 generate email to send for service rating

Input specific date (MM/DD/YYYY) to send base on compose email from Step 1 and "check" the checkbox to validate set date

Choose the day of the week to send email as recurring and "check" the checkbox to validate set date

List of summary for send email