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User guide

Getting started

Overview
How WAYDOT is organized
Create a workspace
Sign in and recover access
First-run setup
Find your way around the console

Dispatch

Overview
Dashboard
Console assistant
Live map
The ticket queue
Raise a ticket
The ticket
Assign a ticket
Ticket lifecycle
Intake
Risk triage
Routes & fleet

Planning

Overview
Demand forecast
Hotspots
Scheduled visits
Visit plans

Workforce

Overview
Shift planner
Coverage
Shift trades
Shifts and rotations
Attendance register
Attendance corrections
Break board
Location audit
Performance

Compliance

Overview
SOS alerts
Hazards and incidents
Corrective actions
Pre-work assessments
Quality inspections
Defects
Quality results
GPS integrity
Route trail
Audit log

Records

Overview
Clients
Knowledge base
Sites
People
Field devices
Asset inventory
Stock and warehouses
Asset transfers
Asset investigations
Custody audits
Vehicles
Fuel fill-ups
Fleet work orders
Fleet costs
Import records

Finance

Overview
Expenses
Mileage
Funding
Cost per ticket

Configuration

Overview
Platform settings
Tax tables
Integrations
Roles and access
Ticket categories
Task templates
Building forms
Escalation chains
Writing styles
Notification rules
Expense policies
Asset catalog
Safety checklists
Quality rules
Geofences
Model registry

Your account and company

Overview
Profile
Account security
Your notifications
Appearance
Company
Single sign-on (SSO)
Custom fields
Video meetings
Subscription and plan
Usage
WAYDOT invoices

Human resources

Overview
Employee file
Organization chart
Leave
Holidays
Joiners and leavers
Change requests
HR metrics
NOM-035
Recruitment
Careers site
Internal communications
Onboarding checklists
Compensation
Payroll
Payroll tools
IMSS notices
Payroll CFDI
E-signature

Field app

Overview
Signing in to the app
Dashboard and shift
Offers
Tickets in the app
Working a ticket
Locations and directions
Inventory in the app
Safety in the app
Vehicle in the app
Expenses in the app
Pay in the app
Company in the app
AI assistant in the field
Follow-up, performance and gallery
App settings

Your clients

Overview
What your clients see

Reference

Overview
Plans and modules
Permissions
Statuses
Emails WAYDOT sends
Glossary

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Your clients

Your clients

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What your clients see	Reports, emails and progress updates.

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