Performing Service Work in the Field

FCS_Logo__color_.png

Performing Service Work in the Field

You've scheduled your service ticket on the Powerboard and now it's time for your technician to perform the service work.  This article will walk your service technician through the steps of completing a service ticket.

Step 1

Navigate to your service schedule to view and access your tickets.

Step 2

In your service schedule, you will see your service tickets containing the invoice ID, Type, Status, serviceperson it is assigned to, ETA time and date, and the location the ticket is assigned to.  Tap on the invoice id to get into the ticket.

Step 3

You will be presented with the ticket information such as the date and time dispatched, property address, contact name, and phone number, etc.  Selecting the "Notes" button at the bottom of the page will let you see any dispatch notes that were made by the office.  Selecting "Add. Notes" will let you see the property specific notes such as hours of operation, check in and out procedures, etc.  If there are any attached documents you will select the "Att. Files" bottom at the bottom right. Selecting "Agenda" will bring you back to your schedule.

When you are ready to punch in for travel, select the "Start Travel" button located at the top right.

Step 4

Once you get to the site, pull your device out and go back into the ticket just like you did in step 2.  You will notice that instead of "Start Travel" you now have the option to "Punch In".  Select the "Punch In" button to punch in for labor.

Step 5

Confirm the aerial image.  If the aerial image is correct, select the "Next" button.  If the aerial image is not correct select "No" and go through the motions of capturing the aerial image.  NOTE: depending on your permissions, you may not be able to edit an aerial image.

Step 6

Upload or confirm the front of the building photo.  If the photo is correct, select the "Next" button.  If the photo is not correct or one does not exist, tap the camera icon located at the bottom right and snap a photo of the front of the building to upload.  Make sure your camera is in landscape mode when taking pictures!

Step 7

Tap on the line item of the section that you are performing the service work in.  If there are no sections, you will need to outline the sections by selecting "Add Section".

Step 8

The Identify Problems page is where you will spend the majority of your time.  This is where you will take your problem and corrective photos.  To add a problem photo select the "Add Problem" button located at the bottom right.

Step 9

Plot the location(s) of the deficiency by tapping in the middle of the cross-hairs.  When you are done, tap on the "next" button.

Step 10

Select the deficiency type from the drop-down, identify if it is a remedial or emergency repair and quantify how many of this deficiency exists on the roof section.  Select the "Next" button to continue.

Step 11

The problem description will pull in from your deficiency library.  You can always add additional text to the description if needed.  Tap on the camera icon to take a picture of the problem.  You may take up to four photos per problem.  

Step 12

You can swipe left or right to switch between photos.  Select the "Next" button to continue.

Step 13

Now that you've added the problem photos, you can focus on fixing the deficiency.  Once you have corrected the deficiency select the "Click To Add" button to take the correction photos.

Step 14

The problem correction will pull in from your deficiency library.  You can always add additional text to the description if needed.  Tap on the camera icon to take a picture of the correction.  You may take up to four photos per correction.

Step 15

You can swipe left or right to switch between photos.  Select the "Next" button to continue.

Step 16

You will be brought back to your Identify Problems page where you can add additional problems by selecting the "Add Problem" button or you can select "Next" if you are done adding problems.

Step 17

You are now brought to the Dispatch Approval page. Here you will be able to enter in your notes pertaining to the service ticket.  These notes will get relayed back to the office once the service ticket is resolved.  You are also able to add additional labor and enter materials used.

 

Step 18

By selecting the "Additional Labor" button shown in Step 17, you are able to add your helper's time.

To duplicate your punch in and punch out times so your helper's time matches yours, select the helper's name next to "Duplicate time to:" and select "Add"

 

To manually add your helper's time, add in the number of hours for travel, select their name from the drop-down then select "add".  To add labor, select "labor" from the drop-down instead of travel, the technician's name from the drop-down, and select "add".

Step 19

You will see your helper's time appears listed right below yours.  Select the "Back" button to go back to the previous screen.

Step 20

Select the "Enter Materials" button to enter in materials used during this service ticket.

Step 21

Enter in the quantity of the material, select the category and the material from the drop-down and then select "Add Mats" to add the material to the list.  Once you are done adding your materials select the "Back Button'

Step 22

Now that you have entered in your service dispatch notes, additional labor and materials, select the "Send Request" button to move to the next step.  

NOTE: Depending on your account settings you may have to wait for approval from the office to move to the next step.  The page will refresh on its own once it has been approved.

Step 23

The Review Leaks page, is when you can show your customers the problems you found on the roof and how you corrected them.  Tap into each deficiency to show them the problem photos and correction photos.

Step 24

Your customer will be able to see the problem photos and problem description.  Simply swipe left or right to switch between photos.  Select the "Next" button to show your customer the problem correction photos.

Step 25

Your customer will be able to see the correction photos and the problem correction description.  Swipe left or right to switch between photos.  Select the 'Next' button to go back to the Review Leaks page.

Step 26

On the Review Leaks page, you can review the rest of the deficiencies you have captured.  Once you are done select the "Next" button.

 

Step 27

Your customer will enter their name in the text field and select "Done".

Step 28

Your customer will then sign off on the service invoice using their finger or stylist pen and select "Done".

Step 29

You have the option to email the supporting documents to your customer.  Simply enter their email address (you can only send to one email) and any comments then select "Email".  If you do not wish to email a copy of the supporting documents select the "Skip" button.

Step 30

You have one last chance to add additional labor and/or materials.  If you are complete with your service dispatch, select the "Close Dispatch" button which will punch you out of the job and bring you back to your schedule to move to the next ticket.

Congratulations!  You have successfully completed a service dispatch ticket!

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk