Web portal for office staff
The web portal gives your office based staff a digital calendar to organise your company workflow.
Clicking on the calendar will open a "New event" window.
Note: Where you click will prefill the event details.
From here, you can:
Assign the activity type.
Select a customer.
Select the job address.
Select an existing job
(this will auto-fill the customer/job address information for you).
Jobs cannot yet be created from the calendar - watch this space!
Add activity notes.
Assign an Engineer
Set the events time
iOS and Android apps for engineers
The app gives your engineers a clear view of where their next job is, and when.
Tap on the "+" symbol in the top right corner to add a new event.
Tap into an existing job to see more details and make any changes.
You can select the engineer, the start/end times, add notes as well as setting the customer and job address.
See job status at a glance
From the "Jobs" tab, you can see all active jobs, as well as their current status.
It is possible to create your own Status titles, too!
Changing the colours of your engineers
Changing the colours of your engineers on the calendar can help you colour code your workflow.
From the Calendar:
Tap on an engineer to open the colour picker.
Choose your preferred colour.
Click outside of the colour picker to close it.
Control access rights
Note: The options for editing user rights is only available for Growth Plan accounts.
The calendar can get quite crowded if there are many engineers using the software on the same account.
To view only the calendar events created by and assigned to an individual engineer:
Head to the User Settings
Click on the desired user
Un-tick the calendar to stop that engineer seeing events other than their own.