Transcript
Transcript
0:00 Welcome back to part two of how to use the Technician app here at Breezy. Once you get logged in your account, you're going to see that you have your schedule here in front of you.
0:10 As you see that, you're going to have a number of different data points available to you to review. So first off, We're going to see. What the job type is, in this case you can also click on that and that will open up some more details about the job specifically, including notes, photos, attachments,
0:26 activity. If it's on a maintenance plan, contact information, estimates associated with the job, etc. You can also see the service location and if you tap on this, you're going to get some history for that particular location.
0:41 You can also look at the technician assigned time, that's when it's on your schedule to be serviced, as well as the rival window the customer was given.
0:50 You can also look at the contact and if you click on that, you'll go to the entire account information. This is going to be different than the location information, which is going to be specific to a particular address where customers may have multiple addresses associated with their account.
1:06 This also again gives you more information on maintenance plans, jobs, appointments, everything else you might want to know. And then you're also going to see a contact number for that individual as well as the equipment you're treating if you know what it is or if it's known before you arrive.
1:21 And you're going to have this right here which is something you can tap or click depending on what device you're using.
1:27 And as you do that this will redirect to the navigator of your choice that you can then use to navigate to this job.
1:34 You can also click on this now. Notice that there's a difference between clicking here to get more job information versus just tapping or clicking on the card itself.
1:43 This is how you're actually going to service the job. So you'll see that you can mark it as in route.
1:48 After you do that you'll be able to mark it as being serviced once you arrive. You can also do a number of other things like complete checklists associated with this particular service.
1:58 Look at more information down here for equipment estimates in voices. All these other things that we've seen elsewhere but now you can access it and edit it and add to it from here.
2:08 You also have this little plus button that's going to allow you to add estimates in voices, photos, notes, all kinds of stuff you can add from here.
2:17 In this particular trading video we're not getting deep into all of the nooks and crannies of this. This is an overview video but we're going to get deeper into some of the specifics.
2:25 Thanks. Of the things on this page in a future video. So for now let's back out of this and over on this screen you'll see that if you scroll down you also have jobs you've done for the past 30 days as well as the next 30 days.
2:39 You can collapse those, you can take a look at them whatever. However else you need to do there. But there are a couple other screens you can access.
2:45 So let's hop over to the scheduling tab and you'll see here that you have your schedule for the day just another view to help you look at a little bit differently.
2:53 But you can also view different days by using this tool and you can also view the schedule for your entire team if that's going to be helpful for you to do.
3:01 You can see where everybody's at, what everybody's up to. Again if that would be relevant for you but by default it's just going to show your own.
3:09 You can also jump over to your account screen here. This is going to show all your customer accounts regardless of who you're servicing at this time.
3:15 So you can use this to search for a particular customer or something else that just for some reason you have a reason to access this and utilize this while you're in the field.
3:25 You've got this at your fingertips here if you want to pull up a customer that way. All you can come over to notifications tab.
3:31 This is something that comes up from time to time. You're going get notifications about particular jobs. In this case, you're being reminded to inform this particular individual about the signs of low-coolant levels or to access arrangements with this individual.
3:46 For repair day, there's going to be a lot of different things that you can be reminded of here, including due dates, including individuals that related to all these kinds of things.
3:54 And once you've taken care of them, you can hit this, check it off. You're now finished that. It's going to stop popping up on your screen or notify the folks in the off.
4:02 That's been taken care of. And this also may be a way for your office team to get a hold of you through here in addition to phone calls, texts, whatever else they may use in by way of communications.
4:13 You've also got up here your plus button. This is a different plus button from the one that was on the.
4:18 Count while you're servicing it. This allows you to create jobs and maintenance plans from here. If you're there and maybe you manage to sell something on the fly and you're able to create and service it at the same time.
4:28 This is a great way to be able to do that. Finally, you've got your more dot dot dot. Down here.
4:35 The triple dots. That's going to let you log out from your account. Transfer over to the office of experience, which gives you some different views, different tools.
4:43 If that's going to be relevant for you to do so. And then you also have access to the help center through here.
4:48 So. So at this point we're going to be able to wrap up for this video. We will see you for part three here next.