Showing company resources to the customer

Pull up your company's portfolio, certifications, and warranty information mid-appointment.

Where this lives: Customers → Appointment → Resources → Company
For: Admin
Manager
Customer Care
Sales

Step 1 — Open Company resources

TODO(steps): describe how to open company resources on this screen.

Screenshot coming soonMac — Company resources list/screenshots/support-running-an-appointment-showing-company-resources-01-mac.png Screenshot coming sooniPad — Company resources list/screenshots/support-running-an-appointment-showing-company-resources-01-ipad.png

Step 2 — Pick a resource to show

TODO(steps): describe how to pick a resource to show on this screen.

Step 3 — Hand the device to the customer

TODO(steps): describe how to hand the device to the customer on this screen.

Step 4 — Return to the appointment workflow

TODO(steps): describe how to return to the appointment workflow on this screen.