For the office team
For the office team
Through the day
Section titled “Through the day”- Check Enquiries for new requests and turn them into jobs.
- Book unassigned jobs on the planner.
- Keep an eye on Jobs → SLA at risk.
- Watch for jobs at Attended: an engineer said more work is needed. Here’s what to do.
End of the day
Section titled “End of the day”- Send tomorrow’s work with Dispatch day.
- Check the planner shows Day accepted for engineers starting early tomorrow.
When plans change
Section titled “When plans change”- Move a visit to another time or engineer.
- Mark a job as waiting for parts, and order or reserve the parts.
- Cancel a job and let everyone know.