Build Trust
BTL AssistBTL AssistBTL Assist
(Mon - Friday)
[email protected]
Road Number 10, Banjara Hills,
Hyderabad
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Documentation

How to Register

Enter following Details to Register

  1. Agency Name
  2. Email Address
  3. Phone Number (This will be used as User name)
  4. GSTN Number (for verification purpose)
  5. Country/ State
  6. Address
  7. Company Logo (Optional)

Click on “Continue to Payment” OR “Start Free Trail” Option

Approval Process and Duration

After the Payment/ Free Trail Option, We typically approve applications in 24 hours. In some cases, approval process may be delayed due to holidays, weekend and festivals

Post Approval

After Approval, You will receive an email with confirmation along with login credentials

Login

Please login with your registered phone number and password

Forgot Password

If you forgot the password, enter the Phone number which you used while registration.

We will send OTP to the registered Phone Number

Enter the OTP along with New Password Details

Pre-conditions for Creating Project

Here are the per-conditions for creating a Project

  • Your Client Must in the System
  • If you do not see the client in the system, please create client. Refer to Client section for more details
  • Vendors Must in the System
  • If you do not see the Vendor in the system, please create vendor. Refer to Vendor section for more details
  • Project Managers must be created for your agency. Refer to Project Managers section for more details

Create Project - Setup

To begin create client

 

  • Click on clients
  • Click on “add client” to create project
  • Give all the required fields in client registration and submit

After that create the vendors

  • Click on vendors
  • Click on “add vendor” to create project
  • Give all required fields in vendor registration and submit. –

Finally, you can create project manager

    • click on project managers
    • Click on add project manager
    • Give all details required in project manager registration and submit
  • Most importantly Enter the following details to create new project in required fields
    • Enter Project Name
    • Enter project location
    • Enter contact person name
    • Enter contact person number
    • Select the client in dropdown
    • Select the vendor in dropdown
    • Select the project manager
    • Select the type of advertisement
    • Upload art work using choose files button
    • Enter Quantity
    • If required click check box to generate barcodes
    • Click on create project
    • Go to project list, click on submitted projects and check the status of project approval.

Create Project - Approval Request

  • Once the project is created wait for approval from client end.
  • Agencies can view the status of approval/rejection of created project in project list (submitted projects)

If the created project got approved it will show you has print pending so wait for the vendor job.

Create Project - Printing Completion

With help of vendor dashboard portal, vendor will update his/her status about the job completion.

Once the job is completed by vendor it’s time to take action from your end.

Create Project - Begin Execution

    • Click on start project once the vendor job is completed
    • It will switch to “execution in progress projects” (projects list)

Create Project - Assign Users

    • Click on Start project in submitted projects (project lists)
    • Assign to users and click on assign and start execution.
    • You can see the project execution started popup message.

Project Approval by Client

TBD

Project Update by Client

TBD

Project Rejection by Client

TBD

Vendor Job Completion

TBD

Project Execution

TBD

Project Completion

TBD

Client Creation

  • Client account will be created by agency
  • Client needs to sign up with the log-in credentials given by agency. If you don’t have any log-in credentials please contact your agency.

Edit Client

Client have the access to edit; view add project manager.

Project Managers at Client

Project manager handles a particular project given by the client. He/she can upload the artwork and have the access to view the project by location.

Options for Client Admin

    • Client can create a project, accept or reject the project which is submitted by agency.
    • Client have the access to change the status and view the project status.
    • Client can also add, edit and view the location of the project manager.

Options for Client Project Manager

  • Client project manager have the access to view projects and their locations
  • Client project manager will be able to upload the artwork.

Creating Field Users

  • Field user account will be created by agency
  • User needs to sign up with the log-in credentials given by agency. If you don’t have any log-in credentials please contact your agency.
  • Also, Download the BTL assist app on your phone to capture the photos.

Assign Field Users to Projects

It depends upon agency that hoe many field users he/she wants to assign for the particular location and the project.

Maximum Projects to field Users

There is no restriction in the number of project selection. It totally depends upon the agency that how many field users they are allocating for particular location and project.

Mobile App for Field Users

It will help the field users to upload the advertisements and capture the exact location.

Steps to be followed –

  • Download the app from google play store.
  • Please login with your login credentials given by your manager.
  • Click on start job and start uploading.
  • After you are done uploading you can see in the main screen how many photos you have captured with proper time and location.

Minimum Phone Requirements for Field Users

Every field user should have one smart phone with proper internet connection and GPS signal.

Live Tracking/ GPS Usage

TBD

Agency Admin Features

TBD

Client Admin Features

TBD

Agency Project Managers Features

Agency Project Managers Feature

  • Click on project managers
  • Right corner click on Add project manager
  • Now give all the required fields in project manager registration.
  • Click on submit button
  • You will receive message once done

Created “Add project manager “will show you on project managers list.

How to create Agency Project Manager

If client want to create a project manager for the project steps need to follow

  • Click on projects managers
  • click on add project manager which is at right top corner of the page
  • Give all the required fields in “project manager registration”
  • Click on submit button and you will receive a message
  • You can view created project manager details in “project managers list”

Client Project Managers Features

– Client project manager have the access to view projects and their locations
– Client project manager will be able to upload the artwork.

How to create Client Project Manager

If client want to create a project manager for the project steps need to follow

  • Click on projects managers
  • click on add project manager which is at right top corner of the page
  • Give all the required fields in “project manager registration”
  • Click on submit button and you will receive a message
  • You can view created project manager details in “project managers list”

How to Create Vendor

  • Vendor account will be created by agency.
  • Vendor needs to sign up with the log-in credentials given by agency. If you don’t have any log-in credentials please contact your agency.

Features for Vendor/ Printing Vendor

Once the client has approved the project and change the status to – ‘PRINT PENDING’.

Then, Vendor task is to view the assigned project and the art work of the project and start printing. Once the printing is done, vendor had to change the status to – ‘PRINT COMPLETED’.

Live Tracking of Project Execution

TBD

Is there any time gap?

There is no time gap. The moment field executive captures the photo, it will be synced to the database.

If the field executive doesn’t have Internet connection, data will be synced when he/she connected to the Internet

Loss of GPS Signal

If there is any loss of GPS signal, App will try to get co-ordinates using A-GPS or it will store last known location for tracking purpose

Loss of Internet Connection

If the field executive doesn’t have active Internet connection or loss of internet connectivity, data will be stored in his/her phone and  synced when he/she connected to the Internet

How Many Users/ Projects can I track at a time?

You can track all the Execution In-Progress projects at a time. There is no restriction for live tracking.

–Live Tracking option depends on subscription plan

When can I generate Report

Report can be generated as soon as the Project is Completed

Availability of Data after Project Completion

Project Data will be available up to 6 months or depending on your subscription plan.

You can view the report generated at any time.

How many credits provided after subscription purchase

Total Number of Credits will be based on the subscription plan. Please refer to Pricing Page for more details

Can I buy more credits

Yes, You can purchase credits at any time.

Validity of Credits

Your Credits will be valid as long as you have active subscription. Any left over credits will be carry forwarded to the next subscription period.