First Click - Getting Started

| Page 2

Signing in

4

Placing Orders

5-7

Favourite Items

8

Viewing Orders

9

Online Chat

11 - 13

Quotations

15 - 17

Off-Hiring

19 - 21

| Page 3

Once you have been issued with an online account and password you are ready to sign in.

Signing into the system provides access to a range of powerful features and ensure all hire and consumable prices are displayed at your agreed discounted rates.

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.

Once signed in you can use the online shop to browse our products and place orders for hire or sales items or a combination of the two.

>

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 open the First Click Menu; as shown on the right. This is where you manage your First Click Account.

Administrators will be given access to the ‘Administration & Reports’ menu, from where extra permissions are granted to users. Please see the administration guide.

| Page 4

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

| Page 5

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. Then click Update shopping cart and 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).

08/11/23

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

| Page 6

The final stage of the process is to complete the shipping details for your order. This is where you can link your jobs and select previous site addresses and contacts.

Job Details Use the Job Number search to find your previous jobs and select them from the drop down list. This enables you to group your order with previous ones for that job.

Contact Details Previous site contacts can be selected from the drop down list. Once selected these contacts will receive delivery and collection notification messages. If the contact does not exist you can create a new contact by selecting ‘Add New Contact’ and completing the relevant fields.

Delivery Address Previous site delivery addresses can be recalled for convenience. The Select Address drop down box will display a list of previous site addresses for you to choose. If the address is a new one then you will need to manually enter the Site Name and Address in the relevant fields.

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.

PO Number / Special Requests Enter your PO number & any special requests you may have regarding the delivery.

Once you have completed the delivery section select ‘Confirm’.

Job Number Search

Job List

102346

Site Contact

ABC Construction Site 1

The Works

Beach Road

London

Add new contact E3 5NT

| Page 7

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.

The item will now be added to your favourites.

Viewing favourite items: 4.

On the First Click menu select ‘My Favourites’. The screen below will be displayed.

Adding to your basket: 5.

Add the quantity you require.

6.

Put a check mark in the small box at the end of the row.

7.

Select Add to cart.

HILTI TE1000-AVR S-TYPE BREAKER 110V 7 In Stock. (Additional quantities normally delivered within 2-4 days

| Page 8

All orders that have been placed can be found in the Orders section of the main menu. From here you are able to view the following:

1.

Approved Requests These are orders that have been processed as order ‘requisitions’ (when an administrator has created an Approval process - Please see the ‘Spending Controls’ guide.

2.

Pending These are orders that have been placed but have yet to be confirmed by the First Response team. These will also be orders where a query has been raised using the webchat faciity (see following section and a response is required.

3.

Confirmed Confirmed orders are those that have been processed by the First Response team. You will have received a notification to this effect.

4.

Cancelled All the orders that have been cancelled.

Main Menu

Other actions From within the chosen order you are able to view all the details relating to that order.

This will include the entire web chat content and other useful pieces of information, including the delivery date.

This provide a complete order trail for every order placed by you or your teams.

| Page 9

| Page 10

| Page 11

During the order process the web online chat facility may be used. This is a convenient method of communication and may be used for queries by the First Response team.

When the First Response team 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 Customer Name ABC Construction Ltd

Dear David Site Details:

Contract No: 01-073456 10 ESSEX ROAD Job No: 1245 CHELMSFORD Name:WO-000077 ABC3 First Response have a query on your webJob order ESSEX PO Number: AB1234 UK Requestor: CM1 1RUSmith has sent a message John David Wilson David Wilson Raised: 01/11/2023 07989 123654

Messages:

106014

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 DH many you require. Thanks.

108659

106870 101741

if you are already signed into First Click then clicking on the button labelled “Reply in my orders” will take you to the order. If not, you will need to enter your password on the sign in screen before being taken to the comment.

The order can also be accessed by navigatiing to Orders, where it will be accessible from the Pending folder. The message above will appear in the footer of the order:-

Type a new message

| Page 12

Status

Replying to the query Once you have opened the order you will see the message on the footer.

Below the message is a text box. Type your response here and click send. An email will be generated and sent to the First Response team, as shown below:

Customer Name ABC Construction Ltd Site Details: 10 ESSEX ROAD CHELMSFORD ESSEX UK CM1 1RU David Wilson 07989 123654

Contract No: 01-073456 Job No: 1245 Job Name: ABC3 PO Number: AB1234 Requestor: David Wilson Raised: 01/11/2023

106014 DH 108659

106870 101741

Type a new message

Status

| Page 13

| Page 14

| Page 15

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.

01/11/23

08/11/23

HILTI TE1000-AVR S-TYPE BREAKER 110V 7 In Stock. (Additional quantities normally delivered within 2-4 days Hire Period - (-) + Accessories

| Page 16

Your quotations can be recalled at any time.

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.

| Page 17

| Page 18

| Page 19

The 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. +Job No. + Item Code + Start Upper Date

+PO Number

+Site Name/Address + Item Description + Hire End Lower Date

+Job Description + Post Code + Start Lower Date + Hire End Upper Date

Conducting a search For example purposes we will search by Contract Number.

1.

2.

3.

In the Contract Number box enter contract number 01-078808 Select Search.

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 (see opposite page).

| Page 20

In the example below you can see there are currently 5 items on hire under contract number 01-078808. You can now off hire all items under that contract or individual items.

In this example we have decided to off-hire the Plate Compactor and TS410 CutQuick.

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.

Off Hire ALL items To off-hire all items simply place a tick in the white box on the header bar (as indicated by the red arrow) and select ‘Off Hire All’.

Confirmation A confirmation message will be sent to you by email and you will be contacted by the hire team to arrange collection of the equipment.

Hire Reports Clicking on the Excel & CSV icons will download a list of the items you have on hire in your preferred format.

| Page 21

Head Office: Suite 45-47 Philpot House Station Road Rayleigh Essex SS6 7HH

Main Depot: Unit 7 Mudlands Industrial Estate Manor Way Rainham Essex RM13 8RH

Welding Division: Unit 1 Common Bank Ind Estate Ackhurst Road Chorley Lancashire PR7 1NH