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How to manage users on Quickorders?

Customers come first!

When you first start out, handle all of your orders, pay attention to your clients, and have protocols in place to guarantee that the users are properly handled. With the aid of Quickorders, you can manage to optimize your users and do your job more quickly than you anticipated.

When the task creation details are filled out, the system automatically selects the customer information. However, there are limited options to increase the consumer base. You may see the precise number of users who have signed up for your application in the User backend, along with the proportion of users that have grown from the previous week.

You can filter all of the data on the basis of categories-

Image Contact No. Total Expenditure Bookings Status

  • A list of all the people who have been added to your instance can be found on the Users tab.
  • You can add/download a CSV file with the data for the persons on this page using the import/export button.
  • By inputting the customers’ Name, Email, Emergency Phone Number, and Wallet Value, the admin can import or export the customers.
  • If you are not happy with a customer or want the services to stop you can click on the status and mark him “Blocked”
  • Investigate the spending patterns and number of jobs done by each unique user.
  • View the specifics of Accepted, Ongoing, Canceled, and Completed orders with Active Plans.
  • You can also use filters to search a particular order by user name, email or phone number.

Adding Customers by using Import CSV

Filter data

  • This technique is useful when adding several clients at once to the platform. Instead of adding each customer individually, we may enter their information in a CSV file and upload it.
  • Select Customers from the Side Menu.
  • An option to “Import Customers” can be found in the top right corner.
  • Select “Import Customer.”
  • The “Download Sample CSV” option should be clicked.
  • Consequently, this will download the CSV file, where you must add client information.
  • Drag & drop the CSV file after saving the document.
  • Within a short while, the users will be added to the platform.

To know about onboarding users on Quickorders, get in touch with the team. For further assistance, reach us out on sales@quick-works.com

View Demo

How to Manage Users

How to Manage Users

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var requesturl = window.location.href; var urllink = encodeURIComponent(requesturl); function linkWithParamRow() { window.open('https://api.whatsapp.com/send?phone=+918288926964&text=Hello,%20%20Team%20Quick%20Works,%20%20'+urllink, '_blank'); } $(document).ready(function() { $('form').each(function() { // <- selects every
on page var FormID = $(this).attr('id'); var Formrole = $(this).attr('role'); var notgothere = $(this).attr('notgothere'); if(((FormID != 'videos_srch_frm') || Formrole != 'search') && (FormID != 'pass-protct') && (notgothere != 'notgothere')) { if(FormID != 'commentform') { $(this).submit(function(e) { e.preventDefault(); if (! $(this).valid()) { return false; } }).validate({ onkeyup: function(element) { $(element).valid(); }, rules: { fullname : { required: true, minlength: 3, maxlength: 30, alpha: true }, signup_first_name : { required: true, minlength: 3, alpha: true }, signup_last_name : { required: true, alpha: true }, signup_password : { required: true, minlength: 8, }, phonenumber : { required: true, digits: true, minlength: 6, maxlength: 15, mobileValidation: $(this).find(':input[name=phonenumber]').val() }, phone_number : { required: true, digits: true, minlength: 6, maxlength: 15, mobileValidation: $(this).find(':input[name=phone_number]').val() }, SelectBudget : 'required', ProjectRequirements : { required: true, minlength: 15, maxlength: 700 }, email: { required: true, email: true,//add an email rule that will ensure the value entered is valid email id. maxlength: 255, }, emailaddress: { required: true, email: true,//add an email rule that will ensure the value entered is valid email id. maxlength: 255, }, address_data : { required: true, locMethod: true }, }, highlight: function(input) { $(input).addClass('empty_value'); }, unhighlight: function (input) { $(input).removeClass('empty_value'); }, invalidHandler: function(form, validator) { var errors = validator.numberOfInvalids(); if (errors) { validator.errorList[0].element.focus(); } }, errorPlacement: function(error, element){ if (element.attr("name") == "emailaddress") { //error.insertAfter(element) var lastError = $(element).data('lastError'), newError = $(error).text(); $(element).data('lastError', newError); if (newError !== '') { $(element).tooltip('dispose').tooltip({title: newError}).tooltip('show'); } } else { error.insertAfter(element) } }, success: function (label, element) { $(element).tooltip('hide'); }, submitHandler: function(form) { var formID = form.id; if(formID == 'pln_sinp') { if ($('.modlClas').filter(':checked').length < 1) { return false; } } var formData = new FormData( this[0] ); var str = $(form).serializeArray(); var formData = new FormData(); $.each(str, function(i, val) { formData.append(val.name, val.value); }); $(form).find(':input[type=submit]').prop('disabled', true); var formID = form.id; if(formID == 'thank_you_subscription_form'){ var actionurl = 'https://quick-works.com/wp-content/themes/quickworks/subscription-ajax-form.php'; } else { if(form.form_name.value == 'Download EBook') { $(form).find(':input[type=submit]').val("downloading"); } else { $(form).find(':input[type=submit]').val("Submitting..."); } var full_number = form.full_number.value; if($(form).find(':input[name=phonenumber]').length>0){ var a = form.phonenumber.value; var code = $(form).find('.iti__selected-dial-code').text(); formData.append("country_code", code); if(full_number == '') { formData.append("full_number", code+a); } } else if($(form).find(':input[name=phone_number]').length>0){ var a = form.phone_number.value; var code = $(form).find('.iti__selected-dial-code').text(); formData.append("country_code", code); if(full_number == '') { formData.append("full_number", code+a); } } formData.append("form_id", formID); if(formID == 'pln_sinp') { var actionurl = 'https://quick-works.com/wp-content/themes/quickworks/custom-signup-submission.php'; } else { var actionurl = 'https://quick-works.com/wp-content/themes/quickworks/custom-form-submission.php'; } } $.ajax({ type: "POST", url: actionurl, data: formData, beforeSend: function(){ if(formID != 'thank_you_subscription_form'){ $('.bdy_wrp').addClass("ajax-loader"); } if(formID == 'thank_you_subscription_form'){ $(".sbct_frm #thank_you_subscription_form").addClass("subsc-loader"); } }, success: function(data) { $(form).find(':input[type=submit]').val("Submit"); $(form).find(':input[type=submit]').prop('disabled', false); if(formID == 'thank_you_subscription_form'){ $(form).find("#emailaddress").val(''); $(".sbct_frm #thank_you_subscription_form").removeClass("subsc-loader"); $(form).siblings('#thank_you_subscription_mesg').html(data); setTimeout(function(){ $(form).siblings('#thank_you_subscription_mesg').hide(); }, 8000); } else if(formID == 'demo_vid') { $('.bdy_wrp').removeClass("ajax-loader"); $("#"+formID).trigger('reset'); $('#youtube_video').attr('src', form.vdo_url.value + '?autoplay=1'); $('#watchvideo').modal('show'); $('#commonpopupvdo').modal('hide'); } else { $('.bdy_wrp').removeClass("ajax-loader"); if(data == "success") { // $(".notify-msg").show().delay(7000).fadeOut(); $("#"+formID).trigger('reset'); window.location.href = 'https://quick-works.com/thankyou'; } else if(data.includes('adminLogin')) { $("#signupModal").modal('show'); $("#"+formID).trigger('reset'); window.location.href = data; } else { if(formID == 'pln_sinp') { $(".notify-msg-error").html(''); $(".notify-msg-error").html(data); $(".notify-msg-error").show().delay(7000).fadeOut(); } else { $(".notify-msg-error").show().delay(7000).fadeOut(); $("#"+formID).trigger('reset'); } } } }, error: function(er) { $('.bdy_wrp').removeClass("ajax-loader"); if(formID == 'thank_you_subscription_form'){ $('.sbct_frm #thank_you_subscription_form').removeClass("subsc-loader"); } console.log('System Error'); }, complete: function(data) { if(formID == 'footer_custom_form') { $(form).find(':input').not(':button, :submit, :reset, :hidden').val('').removeAttr('checked').removeAttr('selected'); } }, cache: false, contentType: false, processData: false }); return false; } }); } } }) $.validator.addMethod("alpha", function(value, element) { return this.optional(element) || value == value.match(/^[a-zA-Z\s]+$/); }, 'Please Enter only Alphabets'); jQuery.validator.addMethod("locMethod", function(value, element) { if (googleAdressFill === 0) return this.optional(element); else return true; }, "Please choose from the sugguested location."); jQuery.validator.addMethod("moduleMethod", function(value, element) { if (moduledt === 1) return this.optional(element); else return true; }, "Please select at least one Module."); $.validator.messages.required = function (param, input) { //console.log(input.tagName); if(input.tagName == 'SELECT'){ var str = input.innerHTML; var c = str.substring(0, str.indexOf('')); var mySubString = c.substring( str.indexOf(">") + 1, str.lastIndexOf("") ); return 'Please ' + mySubString; } else if(input.tagName == 'TEXTAREA'){ return 'Please Enter Your Description'; } else if(input.type == 'password'){ return 'Please Enter Your Password'; } else { return 'Please Enter Your ' + input.placeholder; } } $.validator.messages.minlength = function (param, input) { if(input.name == 'signup_password'){ return 'Your password must be have at least 8 characters long'; } else{ return 'Please enter at least ' + param + ' characters for ' + input.placeholder; } } $.validator.messages.maxlength = function (param, input) { return 'Please enter no more than ' + param + ' characters for ' + input.placeholder; } $.validator.messages.digits = function (param, input) { return 'Please enter only digits for ' + input.placeholder; } $.validator.addMethod("mobileValidation", function(value, element) { var filter = /^[1-9][0-9]{6,15}$/; var phn_filter = /^(\d)(?!\1+$)\d{6,15}$/; if (filter.test(value)) { if(phn_filter.test(value)) { return true; } return false; } },"Please enter valid number." ); $('input[name="phonenumber"], input[name="phone_number"]').keypress(function (e) { if ($(this).val().length > 14) { return false; } else { e = (e) ? e : window.event; var charCode = (e.which) ? e.which : e.keyCode; if (charCode > 31 && (charCode < 48 || charCode > 57)) { return false; } return true; // $(this).val($(this).val().replace(/[^0-9\.]/g,'')) //this.value = this.value.replace(/[^0-9\.]/g,''); } }); $("input[name='fullname']").keypress(function (event) { var regex = new RegExp("^[a-zA-Z ]+$"); var key = String.fromCharCode(!event.charCode ? event.which : event.charCode); if (!regex.test(key)) { event.preventDefault(); return false; } }); var Phones = document.querySelectorAll('input[name="phonenumber"]'); Phones.forEach((phone) => { fncountryCode(phone); }); function fncountryCode(data) { window.intlTelInput(data,{ utilsScript: "https://cdnjs.cloudflare.com/ajax/libs/intl-tel-input/17.0.3/js/utils.min.js", defaultCountry: "auto", hiddenInput: "full_number", geoIpLookup: function(callback) { var countryCode = country_code; var country_code1; $.get('https://www.cloudflare.com/cdn-cgi/trace', function(data) { data = data.trim().split('\n').reduce(function(obj, pair) { pair = pair.split('='); return obj[pair[0]] = pair[1], obj; }, {}); country_code1 = data.loc; ip = data.ip; $('.countryName').val(country_code1); $('.ipAddress').val(ip); if(country_code1 == 'IR' || country_code1 == 'IL' || country_code1 == 'EG' || country_code1 == 'IQ' || country_code1 == 'LB' || country_code1 == 'TR' || country_code1 == 'PS' || country_code1 == 'DZ' || country_code1 == 'SY' || country_code1 == 'YE' || country_code1 == 'MA' || country_code1 == 'JO' ||country_code1 == 'BH' || country_code1 == 'BHR' || country_code1 == 'JO' ||country_code1 == 'QA' || country_code1 == 'KW' || country_code1 == 'AE' || country_code1 == 'OM' || country_code1 == 'SA' || country_code1 == 'SD' ) { $('.tpbr_inr').addClass('middle_east'); $('#blktnx_popup_mn').show(); } callback(country_code1); }) }, initialCountry: "auto", separateDialCode: true, autoHideDialCode: false }); } /** Common Exist Popup Start */ const CookieService = { setCookieData(name, value, days) { let expires = ''; if (days) { const date = new Date(); date.setTime(date.getTime() + (days * 24 * 60 * 60 * 1000)); expires = '; expires=' + date.toUTCString(); } document.cookie = name + '=' + (value || '') + expires + ';'; }, getCookieData(name) { const cookies = document.cookie.split(';'); for (const cookie of cookies) { if (cookie.indexOf(name + '=') > -1) { return cookie.split('=')[1]; } } return null; } }; const mouseEvent = e => { const shouldShowExitIntent = !e.toElement && !e.relatedTarget && e.clientY < 10; if (shouldShowExitIntent) { document.removeEventListener('mouseout', mouseEvent); setTimeout(function() { $('#leav_ppup').modal('show'); }, 1000); //CookieService.setCookieData('exitIntentShown', true); } }; /* if (!CookieService.getCookieData('exitIntentShown')) { } setTimeout(() => { }, 1000);*/ document.addEventListener('mouseout', mouseEvent); /** Common Exit Popup End */ $('#entr_ppup').on('click', function() { $(this).modal('hide'); }); }); /*refferal_url*/ $( document ).ready(function() { var modalShown = sessionStorage.getItem('modalShown'); if (!modalShown) { setTimeout(function() { $('#entr_ppup').modal('show'); sessionStorage.setItem('modalShown', true); }, 1000); // 1000 seconds delay (1000 * 1000 milliseconds) } var pageURL = $(location).attr("href"); if (pageURL.indexOf("rf_url") > -1) { var rf_url_data = pageURL.split('?rf_url').pop(); rf_url_data = rf_url_data.replace("=https", "https"); rf_url_data1 = rf_url_data.replace(/&utm_source/, "?utm_source"); $('.refferal_page_check').val(rf_url_data1); //console.log('Referral URL on other page : ' + rf_url_data); $("body a").click(function(){ //alert('teter'); var class_1 = $(this).hasClass('navigation__link'); if(class_1 == true || $(this).hasAttr('data-bs-toggle')) { //console.log("class exist "+class_1); } else { var is_utm_srouce = $(this).attr('href'); var new_href = is_utm_srouce+'?rf_url='+rf_url_data; $(this).attr("href", new_href); } }); } else { if (pageURL.indexOf("utm_source") > -1) { console.log('utm is exist'); $('.refferal_page_check').val(pageURL); $("body a").click(function(){ var class_1 = $(this).hasClass('navigation__link'); 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