Service Techincan

Service

• In the app, select Service.
• Click the service list icon (top left corner) to view your appointments for the day.
• Next to that is the person with a "+" icon, used to search for a customer if needed.
• The car icon starts your route navigation for the day, beginning with your first appointment.
• The date icon lets you change the date to view future or past appointments.
• For the current day, select the visit list and choose the job you're heading to. Jobs are listed in numerical order, starting with the 1st job.
• Once inside a job, you'll see:
  • A photo of the location
  • The customer's name
  • Directions to the location
  • The ability to call the number on file
  • The account status and current plans
• Concerns: lists the reason for the visit.
• Parts: lists any parts added by the office needed for this specific job. This doesn't always need to be filled out; it's used for billing purposes.
• Toggle from the Info section to System to see the systems listed on the account (e.g., boiler, furnace, hot water heater, etc.).
• Notes: log what you did and what still needs to be done. The office will see these notes and use them when speaking with the customer.
• Pictures: submit photos of your work or anything relevant to the job. Once uploaded, the office can see them immediately.
• When you're ready to begin, select Start Job at the bottom:
  • A confirmation warning will appear; select Yes to proceed.
  • The screen will show the job as in progress, with a timer in the top right corner.
• When finished, select End Job. The job will turn green and be marked complete.
• Return to your visit list and select the next job.
• At the end of the day, clock out the same way you clocked in that morning.