Here are some definitions of some common terms used by us at Firehawk
List
Definition – a record of lines of information arranged one below the other so that they can be read easily. For example the First Call List is a record of all clients which have come into your care, showing quickly the clients funeral number, date of passing, service date and which state the deceased passed away in.
Example – Below is the at need client LIST
Ticket
Definition – refers to a support ticket in the FireHawkCRM. The support tickets are for requesting assistance with issues as needed.
Example – Below is a the support board with multiple tickets for seperate jobs to be completed.
Screen
Definition – Screens have been created to replace tradition white boards. Showing an overall summary of what may have been completed, in progress or action required. At a glance it is clear what needs to be completed or what work is required.
Example – The first call SCREEN quickly show the current location of the deceased, required paperwork status and the status of the arrangement.
Board
Definition – a dynamic visual space where jobs, tasks or support maybe created and actioned. For example our support board helps show what’s been worked on, show who is working on it and notify you if action is required – all at a glance.
Example – Below is the support BOARD which can tickets can be dynamically moved by clicking and moving to another column or open up for more information about that particular job.
Comment
Definition – Comments can be made and left in many different locations through Firehawk. Helping to keep clarity amongst staff and inform people of anything they need to know or action. Some areas you can leave comments are on clients, stock items, suppliers and tickets.
Example – To the right of the client you can leave a COMMENT to communicate between staff in a chronological order about anything in regards to this client.
Mention
Definition – Like on social media adding an @ symbol before someones name sends an automatic notification to that person. They are received by email and to any device they are signed into the FireHawk CRM iOS app. This is great to instantly notify someone of information they need to know or something they need to action.
Example – When writing a comment to a team member add @name to MENTION them to notify them.
Pin
Definition – Pinning a comment will keep it on the top of a thread. Important information you need to keep current to keep informing your staff so it does not fall down the comment chain which can then be missed. To do this click the 3 dots to the right of a comment and select “Pin”. You can also “unpin” if the comment is not longer needed to be front of mind.
Example – The comment on the left is PINNED to the top of the thread.
Like
Definition – To the right of a comment is a love heart which you can click to ‘like’. This can quickly allow you to show a team member you have seen the comment.
Example – Show a team member you have seen or actioned their comment by adding a LIKE.
Field
Definition – an editable area where you can fill text or numbers. For example adding the deceases name in the text field.
Example – Filling out the deceased’s first name, given names and last name into the text FIELD’s show below.
Label
Definition – the words that appear above a field, to denote which information should be typed in it.
Example – The LABEL on the caller details explains what details to enter, like their first name, last name or contact phone number.
Value
Definition – the details you type into a field
Example – The deceased’s date is the VALUE in the date of birth field. The email address is the VALUE for the email field.
Segment
Definition – mutually exclusive buttons with clearly labeled text for you to select from
Example – Choosing the funeral type from the SEGMENT has the choices; burial, cremation, repatriated ect.
Picker
Definition – a drop down selection of choices to answer a question.
Example – Using the PICKER to select which staff you are allocating to the service.
Tab
Definition – a dedicated space within a macro environment.
Example – The BDM TAB is an area which houses all the information which will be submitted to the registry of births, deaths & marriages.
Tag
Definition – sub options of a tag category.
Example – Having a category for coffins may be then added with a TAG or the material they are made of; composite veneer, timber veneer or solid timber.
Tag Category
Definition – Used to for broad grouping. Tag categories are hierarchical which means you can create sub-categories using tags.
Example – Having a broad TAG CATEGORY of Urns could be broken into sub categories of the shape they come in.
Pills
Definition – a clickable button which navigations through defined options.
Example – PILLS are used on our screens to navigate through options for the Medical Cause of Death Certificate; Not Received or Received, or marking that the coffin is ready; yes or no.
Report
Definition – data which has been collected and collated into a .csv (excel) spreadsheet. This data can then be used help identify actionable steps to improve your business. You can access your reports from the left panel in your Firehawk CRM.
Example – Downloading the ‘NOF x Arranger x Coffin x Price’ REPORT will show clearly how many funerals for the month your team have done by each funeral arranger and which coffin was used.
Table
Definition – A tabulated group of data formed in a list form.
Example – The At Need Client TABLE gives you a list of all the clients you have entered into Firehawk CRM with some quick important information at a glance.
