Empower sites to raise orders for you to approve via our portal
View the status of all hire items and off-hire remotely
Upload large orders and view all outstanding requisitions
Set spending limits & create library of pre-approved products
View financial information and control hire & consumable costs
Consolidate hire and supplies orders for convenience
First Click has been developed to provide convenience and implement control measures for our customers. The system is accessible 24/7 and is much more than just an online shop. When logged onto the system your agreed prices will be displayed and previous orders can be recalled. Your favourite items & quotations can be saved for convenience. Managing your hire orders is made a lot easier. You can review, download and print your hire orders, extend hire periods and off-hire unwanted equipment. With the ability to create a hierarchy of users, each with their own permissions, you can delegate tasks to your colleagues. This guide is meant to provide enough information for you and your colleagues to be able to sign into the system and place orders. For information regarding Managing hires and Spending Limits please see the relevant information guides.
Once you have been issued with an online account and password you are ready to sign in. If you haven’t requested an online account please speak with your account manager or call the hire desk. Signing into the system provides access to a range of powerful features and ensure all hire and consumables prices are displayed at your agreed prices. To SIGN IN for the first time: >
Navigate to our website: www.firstrss.co.uk
>
Click on the First Click icon
>
Enter your email address and password
>
When logged in your name will appear on the navigation bar, below.
You can now use the online shop to browse our products and place orders. >
To browse hire equipment use the HIRE menu or select the relevant blue tile.
>
To browse supplies use the SALES menu or select the relevant orange tile.
Throughout the shopping process Hire & Sales products follow the above colour coded system, making it easy for you to separate your products. FIRST CLICK MENU Clicking on your name displayed on the right of the navigation bar will expand the First Click Menu, as shown on the right.
When you browse to a product page you are able to check details for the product including specifications and the accessories that are included & excluded. Your agreed hire rate will be shown.
Code: 060071 Versatile TE-S demolition hammer for concrete floor breaking and occassional wall chiselling
PRICE: £40.00 P/Wk
6 in stock. (additional quantities normally delivered within 2-4 days
To add a ‘hire’ product or to buy supplies add to basket. Accessories When you add some hire items to the cart a pop-up box may appear displaying accessories you may want to add. Enter the quantity, put a check in the box & select Add to Cart.
Item
Description
Quantity
Include
If you have added hire products to your cart then you must complete the Hire start & Projected Hire end date, shown at the top of the cart. Once done click Update shopping cart and then Proceed to checkout. If you aren’t ready to order, you can save the cart by clicking ‘Save quote as’ (see Creating Quotations later in this document).
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01/11/23
HILTI TE1000-AVR S-TYPE BREAKER 110V 7 In Stock. (Additional quantities normally delivered within 2-4 days Hire Period - (-) + Accessories
The final stage of the process is to complete the shipping details. There are drop down boxes to select site address & contacts as well as the ability to link to an existing Job Number. Once you have completed this stage, select Confirm and the order will be sent to the First Response team. Once the order has been processed a confirmation email will be sent by First Response.
Job Number Search
Job List
102346
Site Contact
ABC Construction Site 1
The Works
Beach Road
London
Add new contact E3 5NT
Customer Name
ABC Construction Ltd The web online chat facility is a convenient way of communication during the order stage and may Site Details: No: 01-073456 be10used for queries by the FirstContract Response team. ESSEX ROAD Job No: 1245 Job Name: ABC3 PO Number: AB1234 Requestor: David Wilson Raised: 01/11/2023
CHELMSFORD ESSEX UK CM1 1RU David Wilson 07989 123654
When they raise a query you will receive an email notification, which may look like this:First Response Site Services Order query email-Message from First Response To: david.wilson@abcconstructltd.com 106014
Dear David DH First Response have a query on your web order WO-000077
108659
John Smith has sent a message Messages: 106870 101741
John Smith
David Wilson
01/11/2023 11:07
Hi David. I have reviewed your order and notice you have not requested any points or chisels. Can you please confirm how many you require. Thanks.
When replying to the order the customer is sent to the order, which will be stored in the Pending folder under Orders of the First Click menu. The message above will appear in the footer of the order:
Type a new message
Status
Responding to the query Underneath the message on the order is a text box. Enter your response in the box and select Send. An email notification will be sent to the First Response team and the comment will be added to the foot of the order, creating a useful audit trail. First Response may amend the order adding the items missed from the order, notifying you of this action. To view the order with the comments navigate to Orders/Pending.
The First Click system allow you to compile a list of favourite items. This enables you to quickly find items you order regularly and add them to your basket. Adding favourite items:
1.
Browse the online shop and find an item you wish to add to your favourites
2.
Select the favourite icon which can be found next to the Add Cart button
3.
A pop up box will appear asking you to confirm your selection:
4.
The item will now be added to your favourites.
Viewing favourite items: >
On the First Click menu select ‘My Favourites’.
The My Favourites screen will now be displayed. Adding to your basket:
>
Add the quantity you require.
>
Put a check mark in the small box at the end of the row, alongside the product you wish to add.
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Select Add to cart. If you wish to select all products, check the white box beneath Hire or Sales Items.
HILTI TE1000-AVR S-TYPE BREAKER 110V 7 In Stock. (Additional quantities normally delivered within 2-4 days
With First Click you have the ability to create your own quotations. Once saved you can send them to colleagues or save them to be converted into orders later. The ability to create quotations is especially useful when you are building large or repeat orders or need to attend to a more pressing matter. To create quotations: 1.
Browse the online shop and add products to your cart as you would normally.
2.
Once finished click on the cart icon.
3.
To save the cart for later click on ‘Save my quote’ and then name your cart.
4.
The cart will be saved in the main menu under My Quotations.
5.
Your saved shopping carts can be amended as many times as you like.
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08/11/23
HILTI TE1000-AVR S-TYPE BREAKER 110V 7 In Stock. (Additional quantities normally delivered within 2-4 days Hire Period - (-) + Accessories
Your quotations can be recalled at any time. To do this:1.
Sign into First Click
2.
Select ‘My Quotations’
3.
A list of your saved quotations will now be displayed, as below:-
Alongside ech quote there are a number of options. These are: Load Quote, Copy, share, Delete or download. 1.
Load Quote Clicking on Load Cart will add the quotation to the basket. You can now amend the basket or ‘Proceed to Checkout’ to place your order.
2.
Copy When copy is selected it will duplicate the quotation, which will then appear in the list below the last quotation.
3.
Delete This will remove the quotation from the system.
4.
Share Sharing enables you to send your saved cart to a colleague, so they can amend the basket. They will need a First Click account to do so. Sharing is simply a case of finding your colleague in the list of contacts and selecting send.
5.
Download Clicking on the icons at the end of the row enables you to download the quotation in PDF format.
The Quick off-hire facility allows you to off-hire equipment quickly and easily, even when you are managing several sites. You can choose to off-hire ALL items you have on hire or individual ones. The search facility allows you to filter in a number of ways, including post code, site or job number. How to off-hire: 1. On the First Click menu select ‘Quick Offhire’. 2. The search bar will appear. 3. Click on search and the search box will expand displaying the following options: + Contract/Web Order no. +PO Number
+Job Description
+Job No.
+Site Name/Address
+ Item Code
+ Item Description
+ Start Upper Date
+ Hire End Lower Date
+ Post Code
+ Start Lower Date + Hire End Upper Date
For example purposes we will search by Contract Number. 1.
In the Contract Number box we will enter contract number 01-078808
2.
Select Search.
3.
The ACTIVITIES screen will be displayed.
The ACTIVITIES screen will now display all the items that are currently on hire for Contract Number 01-078808.
There are currently 5 items on hire under contract number 01-078808. You now have the choice to either off hire all the items or individual ones. In this case we have decided to off-hire the Plate Compactor and TS410 CutQuick. To do this: 1. 2. 3. 4. 5. 6.
Put a tick in the last box next to Plate Compactor. Put a tick in the last box next to TS410 CutQuick. Select the button for ‘Off Hire Selected’. Follow the prompt to confirm you wish to off hire these two items. A confirmation message will be sent by email. You will be contacted by the hire team to arrange collection.
To off hire all items: 1. 2. 3. 5. 6.
Put a tick in the white box. Select the button for ‘Off Hire All’ Follow the prompts to confirm you wish to off hire ALL items. A confirmation message will be sent by email. You will be contacted by the hire team to arrange collection.
Clicking on the Excel & CSV icons enable you to download a list of the items you have on hire.
Creating contacts is a two step process. This is because not all contacts will require access to First Click; some will simply be those contacts responsible for receiving goods on site or who need to be notified of collections & deliveries. We describe them as follows:1.
Site Contacts
2.
Contacts with First Click access
Site Contacts Once these contacts have been created you will be able to select them at the order stage, saving time from having to enter their details every time an order or contract is created. When selected these site contacts will be sent alerts regarding the following:1. Notification of booked deliveries & collections. 2. Order confirmation (unpriced). 3. Off-hire notifications. 4. POD’s and collection notes. Contacts with First Click access Contacts with First Click access are those contacts who will be involved in the order process and/or who need access to a range of information including reports. Depending on the permissions allocated these contacts can:1. Place orders and view agreed prices 2. Create or approve requisitions 3. Off-hire equipment 4. Extend hire periods 5. View financial information 6. Be granted full administration rights The final stage of the process is to allocate spending limits. Contacts with spending limits allocated can place orders with First Response via the web shop. Setting spending limits to 0 will prevent contacts from placing orders with First Response but they will be able to create Requisitions for you to approve. So the two step process is for you to be able to separate your basic site contacts from those you will granting access to your first click account.
STEP 1: ADD CONTACT To create a new user do the following:1. 2. 3. 4. 5.
Sign into your First Click account. Click on your company name displayed on the navigation bar. Go to Administration & Reports. On the side bar on the left select Contact Details. The main contact screen will appear.
6. 7. 8.
Select + New Customer Contact. The Add Contact screen will appear. Add the relevant contact details.
Once you have completed the details for the contact you need to make the contact ‘Live’. 9. Check the ‘Contact Active’ box. This is important because all live contacts will appear in the drop down selection at the final order stage. Removing the tick and making the contact inactive, will leave the contact on the system, however they will be disabled from selection during the order process. Click Create and the user will be added to your First Click Account.
STEP 2: UPDATE CONTACT Contacts created in Stage 1 will appear in the Main Contact screen. It is from the Contact Details screen that you grant online access to yoru First Click system and set their respective permissions. Here is an example list of contacts that have been created:
To grant the contact with First Click access click on the ‘Edit’ button. The ‘Update Contact’ box will appear. 1. 2. 3. 5. 6. 7.
To provide online access to First Click, tick the box beside ‘Web User Active’. Enter the contacts email address. Expand the ‘Select Permission’ drop down box. Select the Permissions you wish to select. Save your selection. Add the spending limit as a number. eg: 500 Save your changes.
Email Notification Once you are happy with your settings click the ‘Send Email’. This will send an email to the Contact confirming they now have access to your First Click system. The email will also conform the permissions you have set. This email will include their user name and a temporary password, which we recommend they change when they sign in for the first time. Your contact is now active.