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Explanation and steps on how to view a requirement and make an offer.

View a requirement and make an offer

Explanation on what and how to check if you can't submit offers.

Unable to submit offers

Steps on how to directly ask a client a question about a requirement.

Ask client a question about a requirement

Explanation on the meanings of the different requirement statuses.

Requirement statuses

Priority items overview

Explanation of the various stages a requirement goes through.

Requirement progression path

Identify declined requirements, review the audit history and make another offer on a declined requirement.

Review declined requirements

Neha Joshi

Key criteria, eligibility requirements, and offer details explained clearly.

Requirements & offers

Steps and explanations on how to create and distribute a requirement.

Create and distribute a requirement

Explanations on how custom codes can be configured to be displayed on offers.

Configure custom code display in offers list

Articles designed to support local authorities and clients in managing services effectively.

LA/Clients

📃 Privacy Policy

Useful Links

Local Authority Solutions

Status Hub

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.