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.
    Advertisement
    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
    © 2024 Automatic Followup System. All rights reserved. | Terms of Agreement | Privacy Policy