Preetech's Control Hub - FAQ

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Product"

Step 3: Select "SSS" from the "Product" dropdown menu and click "Search"

Step 4: Click on "Select" button on row where attribute name is "SSS_START_DATE"

Step 5: Enter the value in format YYYY-MM-DD (e.g., 2025-01-01) to pull SSS reports from 01st Jan 2025

Step 6: Click on "Select" button on row where attribute name is "SSS_END_DATE"

Step 7: Enter the value in format YYYY-MM-DD (e.g., 2025-01-10) to pull SSS reports to 10th Jan 2025

Important Notes:
  • Once missing or historical requests are pulled, update these attribute values to NULL (i.e., REMOVE THE DATE).
  • This change does not require a restart of the Preetech solution.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Reports" → "Audit Logs"

Step 3: Choose the "From Date" and "To Date"

Step 4: Enter keywords to filter results if required

Step 5: Click on “Display” to generate the report

Note:
  • The report can be exported to Excel once generated

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Reports" → "Close the Loop Report"

Step 3: Select dropdown values

Step 4: Enter keywords to filter results if required

Step 5: Click on “Search”

Note:
  • The report can be exported to Excel once generated

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Reports" → "SSS Report"

Step 3: Select dropdown values

Step 4: Enter keywords to filter results if required

Step 5: Click on “Search”

Note:
  • The report can be exported to Excel once generated

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "SSS Incident Type Mapping"

Step 3: Select an SSS Incident Type from the "SSS Incident Type" dropdown menu

Step 4: Enter the CRM Request Type Code in the "CRM Request Type" field

Step 5: Tick the required flags for "Customer Name", "Property Address", and "Street/Suburb"

Step 6: Enter the "CRM Questionnaire Code"

Step 7: Tick the Notify Snapper flag if required

Step 8: Enter the "Note Type Code". If entering more than one value, separate each value with a comma

Step 9: Enter the "Status Codes" that should be excluded from notifications. If entering more than one value, separate each value with a comma

Note:
  • No updates will be sent to SSS without a valid note on the request

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Settings"

Step 3: Select the desried theme from the “Themes” dropdown menu and click "Save"

Important Note:
  • The theme will be applied globally

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Settings"

Step 3: Enter the "URL" and click "Save"

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Select "+ Add Template"

Step 4: Select "Email" from the "Purpose" dropdown menu

Step 5: Enter a unique "Template Code"

Step 6: Enter a "Template Description"

Step 7: Enter the CRM "Request Status Description"

Step 8: Enter the CRM "Note Type Code"

Step 9: Enter the CRM "Request Type Codes" for which this template should be used for communications. If entering more than one value, separate each value with a comma

Step 10: Enter the "From Name" , "From Address" , "Subject" and "Body" then click "Save"

Important Notes:
  • Only enter a "Note Type Code" if you want notes to be sent to customers.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Select "+ Add Template"

Step 4: Select "SMS" from the "Purpose" dropdown menu

Step 5: Enter a unique "Template Code"

Step 6: Enter a "Template Description"

Step 7: Enter the CRM "Request Status Description"

Step 8: Enter the CRM "Note Type Code"

Step 9: Enter the CRM "Request Type Codes" for which this template should be used for communications. If entering more than one value, separate each value with a comma

Step 10: Enter the "From Name" , "From Address" , "Subject" and "Body" then click "Save"

Important Notes:
  • Only enter a "Note Type Code" if you want notes to be sent to customers.

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Template Manager"

Step 3: Click "Select" on the template you want to edit

Step 4: Update the required fields

Step 5: Click "Save"

Important Notes:
  • The "Purpose" field cannot be edited
  • You can preview the template by clicking the Preview button at the bottom of the page

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "Product"

Step 3: Select "SSS" from the "Product" dropdown menu

Step 4: Enter "Update" in the "Keywords" field

Step 5: Click "Search"

Step 6: Click "Select" on the record

Step 7: Change the value to "True" and click "Save"

Important Notes:
  • This setting enables update notifications to be sent to Snapper globally for all applicable records

You can configure this through the Control Hub:

Step 1: Login to Control Hub

Step 2: Navigate to "Configuration" → "SSS Incident Type Mapping"

Step 3: Create a new mapping or click "Edit" on an existing mapping

Step 4: Select the "Notify Snapper" checkbox

Step 5: Enter the required "Note Type Code(s)". If entering multiple note types, separate each code with a comma

Step 6: Enter the applicable "Status Code(s)". If entering multiple status codes, separate each code with a comma

Step 7: Click "Save" to apply the changes

Important Notes:
  • Only notes and statuses configured in the mapping will be sent to Snapper
  • A note must be added to the request before an update can be sent to Snapper
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