In the Field (Technician Training)

User Guide: Work Ticket Attaching Pictures
Attached is the User Guide for attaching pictures to a work ticket. 
Fri, 24 Jul, 2015 at 4:53 PM
User Guide: Tablet-Update Instructions - ver 6.3
Attached is the User Guide for Tablet update from 5 to ver 6.3, includes Video Logic. 
Fri, 24 Jul, 2015 at 4:51 PM
Procedure Guide: Collecting a deposit
There are specific times when the same work ticket can not be used and you need to collect a deposit on the 1st ticket and then collect the balance on a 2nd...
Tue, 13 Jan, 2015 at 3:27 PM
Procedure Guide: Completing a ticket when customer is not home
Suggested Procedure This is an easy way to keep track of customers that are not home when your field employee arrives at the call
Tue, 13 Jan, 2015 at 3:26 PM
Procedure Guide: Creating a Ticket on the Tablet
If the office is closed and you need to run an emergency call you will need to create a misc. customer ticket. Attached is the user guide to create an off-l...
Tue, 13 Jan, 2015 at 3:28 PM
User Guide: Collecting a payment
This user guide goes over collecting, cash, checks, credit cards, and cashier checks
Tue, 13 Jan, 2015 at 3:29 PM
User Guide: Creating a "Quote" Flat Rate Item
This can be done in the back office or on the tablet in a work ticket. There will be times when you will need to create a a flat rate item in the fi...
Tue, 13 Jan, 2015 at 3:28 PM
User Guide: Filling in a Quality Control Checklist
Quality Control checklists are a great way to standardize any tune-ups you may offer your customers. You can also ad QA checklist to any repair item, you ma...
Tue, 13 Jan, 2015 at 3:26 PM
User Guide: Good, Better, and Best Options
Attached is our User Guide for Good, Better, and Best Options!
Wed, 7 Sep, 2016 at 11:43 AM
User Guide: Start to Finish
This user guide will walk a tech through running a service call from logging in , to filling out the time card and collecting a payment There are 2 ...
Tue, 13 Jan, 2015 at 3:25 PM