Tip: You may want to print and provide your technicians with the checklist for their first few days using GorillaDesk in the field.
Check for active jobs
Open the application and select the desired date
Green Tiles indicate that there are confirmed active jobs on your schedule whereas, Gray Tiles indicate unconfirmed jobs.
If a job is unconfirmed, we recommend getting confirmation from your customer before heading to the job.
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Click on the tile to open the job.
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Check-in
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Check the Top note for any specific instructions for that customer.
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Continue with the physical part of the job
Scan/Check-in devices (If Applicable)
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Show Weather
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Fill out/Send any Documents (If Applicable)
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Add/edit Materials
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Add Job Notes and/or:
Report findings
Add Attachments
Notify another user
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Check out
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View Work Order and/or:
Add notes visible to the client
Take a signature
Send Work Order by email
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Change the job status to ‘Complete’
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Click on the Arrow Icon in the upper left to go back to your Calendar and select your next job.
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REPEAT
Depending on your workflow you can also:
Send Invoice by email
Add a payment
Send Receipt by email
NOTE: Whenever you are adding a payment to an invoice, you will always want to make sure the invoice has been changed from 'Draft' to 'Sent' status. This can be done by:
Sending the invoice by email
Manually marking the invoice as 'Sent'
For example, if a customer provides you with cash or a check in the field, you will need to manually mark the invoice as 'Sent' before adding a payment. This will add that invoice's balance to their account. Sending an invoice by email will also add that balance to their account.
