Before Starting
Ensure your entity has been connected with your clients. They will share it with you and you will receive an email notification. Open the email, click the link and follow the steps below:
Now
- You will now see the shared planned job along with all scheduled planned job orders required for the plan on your web and mobile interfaces.
- Scroll down to Job Orders and click View Details. This will take you automatically to the planned job order and then all you need to do is click Start.
- From here, you can work on the planned job from your platform! Remember, all changes to the following items will reflect on the client's platform. You’ll be able to:
- Access full details for shared assets involved in the planned job, along with documents and technician notes.
- Tasks and measurements which need to be completed as part of the contracted work.
- Any changes to status (from Started to Paused, for example) will be updated automatically on your client side.
And that's that! If you have any questions, please contact your Customer Success Manager! They’re here to help.