What your engineer sees
Your engineer opens the app and sees My Day: today’s visits in time order, with hazards flagged at the top.
- They tap Accept today’s jobs once, to say they’ve seen the day. You’ll see Day accepted next to their name in the planner.
- At each job they tap Start travelling. The customer is emailed that the engineer is on the way.
- On arrival they tap I’ve arrived on site. That’s the moment the attend SLA is met.
- They take before and after photos, fill in any forms, note the materials used and write a short work summary.
- They tap Finish job and answer one question: Is the job complete?
- Yes: the job moves to Complete.
- No: they say what’s still needed, and the job moves to Attended for you to sort out.
- The customer signs on the phone, and a job report is made and emailed to them.
Every step is time-stamped and shows on the job’s timeline in the office.
That’s the whole loop. From here, read the guide for your role, or carry on with quotes and invoices.