Basics#
Getting started#
One app for the whole job: the ticket, the drive, the work, the photos and the paperwork. Here's the short tour.
How to use
- Sign in with the email and password your company gave you. New? See Joining a company.
- The tabs are along the bottom on a phone, and down the left side on a tablet or computer. Tabs that don't fit are under More.
- My Day is home: what's on today, what's late and what needs you. Work holds your tickets.
- Profile has your own settings: notifications, appearance, language, sign-in and help.
- Tap ? on a screen (F1 on a computer) and help opens on the page you're looking at.
In the app: Help › Getting started
Signing in#
How to get in, stay in, and get back in when your sign-in runs out.
How to use
- Enter your email (or login ID) and password, then tap SIGN IN. On your own phone, tick Stay signed in.
- Forgot it? Tap Forgot password?, get the code from your email and set a new password. The app fills the new one into the sign-in for you.
- On a phone, turn on fingerprint or face, or a Quick PIN, in Profile › Sign-in methods, and skip the typing next time.
- If your sign-in runs out while you work, a Sign in again box opens over the page. Type your password and keep going. Nothing on the screen is lost.
- Someone else's account open on this device? Tap Not you? Sign out.
In the app: Help › Signing in
Joining a company#
Your company gives you a code. An invite code gets you straight in. A company code sends a request that someone there approves.
How to use
- On the sign-in screen, tap Create account, then REDEEM A CODE.
- Type the code, or tap Scan invite QR code. Invite codes look like INV-XF5W9P.
- Fill in your name, email and a password, then enter the code we email you.
- With an invite code you're in. With a company code you see Request sent, and we email you when someone approves it.
In the app: Help › Joining a company
My Day#
Home: what's on today, what's late and what needs you, set up for your role.
How to use
- The numbers at the top are today's counts (for a tech: Next visit, Due today, Overdue). Tap one to open that list.
- Under them, each section opens with a tap: Reminders, Overdue, My van, Today's schedule and more. An empty one says Nothing right now.
- Tap a row to open that ticket, trip or message. View all opens the whole list, already filtered.
- Arrange sections at the bottom puts them in your order, or hides the ones you don't use.
- Pull down to refresh.
In the app: Help › My Day
Notifications#
The bell collects what needs you: new work, messages, sign-offs, SLA alerts. You decide how loud each kind is.
How to use
- Tap the bell to open the list. The badge is how many are unread. Tap one to go to it.
- The double check at the top marks everything read. Clear read, in the three-dot menu, removes the ones you've read.
- Profile › Notification settings: set each group to On (list and phone alert), Quiet (list only) or Off.
- To quiet one ticket, use its three-dot menu › Notifications for this ticket (same on a project). To quiet a site, client or person, tap the bell on their page.
In the app: Help › Notifications
Working without signal#
No signal? Keep working. Trip steps, notes, photos, receipts, parts, forms and sign-offs are kept on the phone and sent when you're back online.
How to use
- A banner shows when you're offline or the app Can't reach the server, with how many changes are waiting.
- Anything kept on the phone says so, for example Saved offline — will sync when connected.
- Profile › Sync inbox shows what's waiting, what went through and anything that couldn't be saved. Sync now or Retry all from there, or discard one.
- Signing out with changes waiting asks first: Sync now, Keep them and sign out, or Discard and sign out.
In the app: Help › Working without signal
Your tickets#
Your jobs in one list. Make one, open one, and you're working.
How to use
- The app opens on Tickets. Tap a ticket to open it.
- To make one, tap New ticket at the bottom.
- Where: tap Place and pick it.
- What and who: the Vehicle and the Person.
- What's wrong: tap Talk and say it, or type it. Then tap Create ticket.
- Trucks & people, next to New ticket, has your trucks and the people you work for.
In the app: Help › Your tickets
Doing the job#
One screen for the whole job. The big buttons at the bottom are the next step.
How to use
- Heading out? Tap START TRAVEL. When you get there, tap ARRIVE. Already there? Tap START WORK.
- While you work, it says Working since and the time. PAUSE stops your time; RESUME starts it again.
- Work done? Tap COMPLETE.
- Say what you did: tap Talk, or type it. Then Take a photo, Snap a receipt, and Add a part if you used one.
- Tap FINISH. If the job needs a signature, the driver signs, or tap Use my signature.
In the app: Help › Doing the job
Job done and the invoice#
When the job is finished, the work report with your photos is the invoice. Send it from the same screen.
How to use
- After FINISH, the ticket says Job done.
- DOWNLOAD saves the invoice PDF on your phone.
- SHARE sends it: Text, email or save it, or Send in Chat.
- EMAIL IT YOURSELF: pick who gets it, then tap Send.
- Got paid? Tap MARK PAID.
In the app: Help › Job done and the invoice
Chat, calendar and settings#
The rest of the app, kept short.
How to use
- Chat: tap New chat, pick the person, and talk or type.
- Calendar: tap + for a new event. Say What is it?, pick the Day, and tap Save.
- Notifications: tap one to open it. Mark all as read clears the list.
- Profile: Language, Display scale (how big everything is), Sync inbox and Sign out. More settings has the rest.
In the app: Help › Chat, calendar and settings
Your client account#
Where your sites' work stands: open tickets, upcoming visits, what's waiting on you and your invoices.
How to use
- My Day shows what's happening on your sites today and what's Waiting on you.
- Work lists your tickets, projects, quotes and assets. The menu at the top of the list switches between them.
- See upcoming visits: the next 90 days, with who's coming, and your maintenance plan.
- Documents holds the reports, certificates and photos the office shared with you.
- Message the office for anything that isn't about one ticket.
In the app: Help › Your client account
Asking for service#
Tell us what's wrong and where. It goes straight to dispatch.
How to use
- Tap + on Work to ask for service: pick the site, say what's wrong, add photos if they help.
- On one of your assets, Ask for service names that equipment for you.
- No app handy? Scan the QR label on the equipment with your phone camera.
- Open the ticket to follow it: who's coming, when, and messages with the office.
In the app: Help › Asking for service
Quotes and change orders#
Before we do priced work, you get a quote to approve. If the job changes, a change order prices the difference.
How to use
- A quote comes by email with a link to approve it, and shows in Work, Quotes and on My Day.
- Open it, check the lines and the total, then Approve or Decline.
- A change order shows at the top of its ticket. Approve or Decline it the same way.
- On a project, the Invoice tab shows the quote, your approval and the invoices together.
In the app: Help › Quotes and change orders
Signing off finished work#
When the crew finishes, you're asked to sign off that it's fixed. If it isn't, say so.
How to use
- Finished work waiting on you is in Work, Queue, and on My Day.
- Open the ticket and look over what was done: notes, photos, parts.
- Sign off if it's fixed. You may get the same thing by email, with a link to sign.
- Not fixed, beside it, sends it back to the office with your reason.
In the app: Help › Signing off finished work
Your invoices and paying#
Every invoice we've sent you, what's still owed, and paying online if the company offers it.
How to use
- On My Day, All your invoices lists what you owe first, then everything sent, paid included.
- Open one for its lines and the PDF. Your statement is there as a PDF too.
- Pay now pays by card or bank on a secure Stripe page. The invoice email has the same link.
- Paid invoices stay in the list.
In the app: Help › Your invoices and paying
In the field#
Tickets#
Every service ticket in one list. Techs start on their own; dispatch and up see them all.
How to use
- Open Work. The menu at the top left switches the list: Tickets, Projects, Quotes, Assets and more, depending on your role.
- Type in Search tickets… to narrow it as you go.
- Filter narrows by who (Mine), status, Overdue and sort. The number on it is how many filters are on.
- Each card shows the number, status, title, client and address, priority and how late it is. Red means overdue.
- Tap + for a new ticket. Tap a ticket to open it.
In the app: Help › Tickets
A ticket#
A ticket opens on Details: what you can do, who it's for, what's wrong and when. The tabs hold the rest.
How to use
- The quick buttons come first: New trip, Assign, Add photo, Add part, Chat and Map, depending on your role. On a phone the extras are under More; on a tablet or computer every button that fits shows.
- WHO & WHERE: the client, the site and address (tap it for directions), and the contact with call, text and email.
- WHAT'S THE ISSUE: the description, job type and estimated hours, plus the PO, not-to-exceed and contract where your role sees them.
- WHEN: the due date, the scheduled time and the SLA clock. Then CLIENT SIGNATURE and who's assigned.
- The tabs: Details, Activity, Trips, Parts, Documents, Invoice and Walkthrough. On a phone the last ones are under More. You only see the tabs your role has.
- The three-dot menu at the top right has the ticket's other actions, like Notifications for this ticket.
In the app: Help › A ticket
Doing the job#
A trip is one visit. You run it with a few buttons, and your time comes from those taps. There's no clock in or out.
How to use
- On the ticket, tap New trip › Start a trip (or Schedule for later). A trip dispatch already gave you is waiting on the ticket.
- Tap START TRAVEL when you head out, Arrive when you get there, and START WORK when you begin. Already there? Go straight to START WORK.
- Work done? Tap COMPLETE. Depending on the job it asks for the client's signature and the parts you used, then your notes and photos.
- Can't finish? Tap Incomplete and say why. The reason goes on the ticket's Activity for the office.
- Stopping for a while, or handing it to someone else? SUSPEND and HANDOFF are on the trip.
In the app: Help › Doing the job
Trips#
Who's on the way, on site, working or done, with travel and work times. For dispatch and up.
How to use
- The menu at the top switches the list, starting from All trips.
- Search finds trips by tech, ticket or site. Filter narrows the list.
- Tap a trip to see the tech, the ticket and the times.
In the app: Help › Trips
Photos and receipts#
A ticket's photos, files and receipts live on its Documents tab.
How to use
- Tap Add photo on the ticket (or Add file on Documents), then Camera or Gallery.
- For a receipt, pick Receipt: snap it, and it goes on the invoice when it adds up.
- If the ticket is on equipment, it asks Which part is this for? Pick one, or skip it and keep it on the ticket.
- While it's read, the receipt says Reading the receipt. If something doesn't add up it says the receipt needs a look; tap Review.
- Documents also has Add link, for drawings or manuals kept somewhere else, and Recently deleted to bring a file back.
In the app: Help › Photos and receipts
Parts on a ticket#
Record the parts you used on the job, from your van or bought on the way.
How to use
- Tap Add part on the ticket, or Use a part on the Parts tab.
- Pick where it came from (your van, a toolbox, the shop), then the part, then how many.
- Bought it at the counter? Pick I bought this part: it's charged to the job and nothing comes out of stock.
- Tap Add to ticket. It shows on the Parts tab and comes off that place's count.
In the app: Help › Parts on a ticket
Forms and inspections#
Checklists your company built: a job's inspection, a safety check before a step, the daily van check.
How to use
- A ticket's forms are under FORMS on its Details tab. Tap Fill in.
- Some come up by themselves before START TRAVEL, START WORK or sign-off. A required one has to be filled first.
- Answer each question: Good or Problem, Yes or No, N/A, a number, a photo. A problem asks What's wrong? and can take a photo.
- At the end, Check your answers. Tap any answer to change it, then Submit.
- Switch between One question at a time and All on one page whenever you like.
In the app: Help › Forms and inspections
Chat#
Messages with your team: one-on-one, groups, and a conversation for each ticket. Millie is in here too.
How to use
- Tap a conversation to open it. Search channels & people… finds one, and + starts a new one if your role allows it.
- Type and send, or hold the mic for a voice message. The + by the box adds photos, files and more.
- On a ticket's conversation, pick Staff only or Client can see before you send. A banner says when the client is in it.
- Long-press a message to Save it, Forward it or pin it. Saved, at the top of the list, has the messages you kept.
In the app: Help › Chat
Calendar#
Tickets, trips, events and time off on one calendar, by month, week or day.
How to use
- The menu at the top left switches Month, Week and Day. Today brings you back; swipe or use the arrows to move.
- Tap + (or an empty day) for a New event on that date: a meeting, reminder, deadline, personal event, time off and more.
- Tap an event to see or change it. Tap a ticket to open it.
- The three-dot menu has Go to date, Share calendar, Import & export and Event colors…
In the app: Help › Calendar
Time off#
Ask for a day off, see where it stands, and see your balance.
How to use
- On the Calendar, tap +, pick PTO as the type and set the days. Or open your Timecard and tap Request PTO.
- It goes to a manager and shows PENDING until they approve it. You get a notice either way.
- Your Timecard shows your PTO balance and any requests still waiting.
In the app: Help › Time off
On call#
Each week one person takes emergencies and after-hours calls, changing over Monday at 8 am.
How to use
- Tap the On call line at the top of the Calendar to open it: this week, the next weeks and the rotation.
- Can't do your week? Tap Swap my week, pick Who covers it, and optionally take one of their weeks in return.
- Tap Ask for the swap. Dispatch approves swaps; until then the week stays as it is.
In the app: Help › On call
Calendar feeds, import and export#
Show your Outlook or Google calendar on the Calendar, bring an old calendar over for good, or take yours out as a file.
How to use
- Profile › Calendar feeds › Add a calendar: paste the private link from Outlook, Google or Apple. It's a live, read-only view, refreshed about every 15 minutes.
- How to get the link has the steps for each calendar app.
- Leaving Outlook or Google? On the Calendar, three-dot menu › Import & export: Import a calendar copies the events from a saved file onto your own calendar.
- Export my calendar, on the same page, downloads an .ics file for Outlook, Google or Apple Calendar.
In the app: Help › Calendar feeds, import and export
Timecard#
Your week of work, built from your trips. Nothing to punch in or out.
How to use
- Profile › Timecard. Use Previous week and Next week to move.
- Each day lists your trips by ticket, with travel and work time. A time that's wrong? Tap the trip to fix its times.
- Time that wasn't on a trip, like a parts run or shop time: Add time entry, or use the timer while you do it.
- Check the week, then Submit week.
In the app: Help › Timecard
Map#
Your sites on a map, colored by what's going on, with a list of what needs attention.
How to use
- Tap a pin to Create ticket, Open site profile or Get directions.
- The list beside the map groups what needs you: overdue, needs scheduling, tickets, projects. Tap an item to jump to it.
- Filter map narrows what's shown; Search sites… finds one by name.
- My location centers on you. Long-press the map to drop your own marker.
In the app: Help › Map
Files#
The company's shared folders: one per client, one for the team, and your own.
How to use
- Tap a folder to open it. Recent, at the top, has the files you opened last.
- Search this folder… finds files and folders by name.
- Tap + for a new folder or an upload. It goes into the folder you're in.
- Tap a file to view it, share it or download it.
In the app: Help › Files
Wire diagram#
A device and everything it's wired to, drawn left to right: each wire in its colour, landing on the named terminal of the board it goes to.
How to use
- Open the device: from a ticket, tap the device under the ticket's title; or tap it in the walkthrough.
- Tap Wire diagram. The device is first on the left, the board it's wired to on its right.
- Tap a wire or its cable name for the cable: type, length, and which wire lands on which terminal.
- Tap another device to put it first. Tap the first one to open its page.
- Filter picks what's in colour. Unchecked devices stay on the sheet, greyed out.
- Fit shows the whole sheet; PDF makes an 11 x 17 drawing with a title block.
In the app: Help › Wire diagram
Finishing with a form#
When you finish a visit you write a note, fill out the company's completion form, or pick one, depending on how the office set it. Some clients and sites have their own forms on top.
How to use
- Tap Complete on the trip (Simple: FINISH).
- If you're asked, pick Write a note or Fill out the form. Your pick is remembered.
- Fill out each form. The line at the top says which one you're on, like "Form 2 of 3 · Acme Corp · client form".
- You sign once. Your signature goes on every technician line in every form, and the customer's goes on every customer line and the sign-off.
- Submit the last form and the visit finishes.
In the app: Help › Finishing with a form
Office#
Building forms#
Make your own checklists and inspections, and say what they go on and when they're asked.
How to use
- Admin settings › Forms, then New form: copy a ready-made one and change it, or start blank.
- Add a question and pick what kind. Say which answer is a problem, and what happens then: Make a ticket, Tell the office, or both.
- Mark a Safety question to always ask it on its own. Turn on Has to be filled first, They can skip it with a reason, and Allow "Everything looks good" as needed.
- Use it somewhere: What does it go on? (every job, one kind of job, every van) and When is it asked? (before driving, before work, before sign-off).
- Preview it, then Publish. Results shows every filled copy.
In the app: Help › Building forms
Projects#
A project holds a whole job in one place: its tickets, time, parts, quote and invoices. A quick one-visit job and a big phased install are both projects.
How to use
- Work, pick Projects in the menu at the top of the list. Tap + for New project, or Start a job for a quick one.
- Start a job asks who, where and what, then opens on Tickets, Inventory and Invoice.
- Dashboard shows hours against the plan, objectives, tickets and what's left to bill.
- Objectives are the tasks. Tickets are the visits; their time and parts roll up into the project.
- The Invoice tab goes in order: quote, client approval, invoice.
- When the work is done, Submit for review. Approve & sign off closes it; Send back returns it to the crew.
In the app: Help › Projects
Quotes#
A quote is the price you send before the work. It covers the hours and parts on it; a trip charge, minimum or surcharge is its own fee line.
How to use
- On a project, open the Invoice tab and tap New quote. For a quote on its own, go to Work, Quotes, then +.
- Add the parts and labor. Add fee puts on a trip charge, a minimum or one of your premade fees.
- Send quote emails it to the client with a link to approve. They can also approve in the app.
- You get a notification when they approve or decline. Approving sets the project's budget.
- Declined? Change the quote and send it again.
In the app: Help › Quotes
Invoices#
Every invoice in one list, from tickets and projects, with what's paid and what's still owed.
How to use
- Work, pick Invoices in the menu at the top of the list. Filter narrows the list.
- On a project, Invoice tab, Create invoice: From approved quote, Progress invoice, From actuals, or Blank.
- A draft is yours to change: tap a line to edit it, add parts, labor or a fee, set the due date and tax.
- Send invoice emails the PDF to the client. With online payments on, the email has a pay link.
- Mark paid when a check or cash comes in. Void invoice cancels a wrong one; make a new one after.
In the app: Help › Invoices
Change orders#
When the job changes after the quote is approved, a change order prices the difference and gets it approved before you bill it.
How to use
- On the ticket where the change happened: three-dot menu, Raise change order. Say what changed.
- Price it: add the parts, labor and fees it adds or takes away.
- The client approves or declines it in the app. Dispatch and up can also decide it for them.
- Waiting ones show at the top of the ticket and in Work, three-dot menu, Approvals.
- Approved changes show on the project's Invoice tab. From the agreed contract bills the quote plus the changes.
In the app: Help › Change orders
Approvals#
What's waiting on your decision, in one list: time for payroll, time off, change orders, on-call swaps and nameplate scans.
How to use
- Work, three-dot menu, Approvals.
- Each section only shows if your role can decide it.
- Approve or Decline on each card. It does the same as deciding from the item's own screen.
In the app: Help › Approvals
Assets#
The equipment you service: trucks, trailers, engines, panels, cameras. Each one keeps its own tickets, parts, money and files.
How to use
- Work, pick Assets in the menu at the top of the list. Search by number, VIN, serial or name, or scan a label.
- Tap + to add one. Asset types come from your Catalog, with their parts already laid out.
- Open an asset for its tickets, parts, people, money and files.
- Create ticket on an asset starts a ticket already linked to it.
- Print label makes a QR label; scanning it opens the asset.
In the app: Help › Assets
QR labels and incoming requests#
Every asset can have a printed QR label. Your people scan it to open the asset; if you turn it on, anyone can scan it to report a problem.
How to use
- Open the asset and tap Print label: a label printer (2 × 1 in) or a letter sheet of 30.
- Staff scan it with the phone camera or the app's scanner and the asset opens.
- To let anyone report a problem: Admin settings, Rules and defaults, Work, Let anyone report a problem by scanning a label.
- Reports land in Work, three-dot menu, Incoming requests, and dispatch is notified.
- Open one and make a ticket from it (filled in for you, photos included) or dismiss it.
In the app: Help › QR labels and incoming requests
Preventive maintenance#
Recurring inspections and PMs become tickets on their own. The PM ticket lists every device at the site so nothing gets skipped.
How to use
- Set up what recurs in Admin settings, Event types: inspections, PMs and compliance deadlines.
- Contracts can include PMs; the client sees their plan under upcoming visits.
- Automatic PM tickets and how many days ahead they're made: Admin settings, Rules and defaults, Schedule.
- On a PM ticket, the Inspection tab lists the site's devices from the walkthrough, by location.
- Each device gets Pass, Fail or Skip, with notes and photos.
In the app: Help › Preventive maintenance
Linked companies: On My Sites and Requests#
For a company that owns sites and has vendors linked to it. You see the work vendors do on your sites, and you send them requests.
How to use
- Work, pick On My Sites in the menu at the top of the list: every ticket and project on your sites, yours and your vendors'.
- Tap one to read it. It's read-only: the vendor runs their own work.
- Profile, Requests: Sent is what you asked a vendor for; Inbox is what a linked company asked you for.
- When a vendor accepts a request, it becomes a ticket or project on their side.
In the app: Help › Linked companies: On My Sites and Requests
Vendor bills#
What your suppliers bill you, so you know what's due and when.
How to use
- Work, three-dot menu, Vendor bills. Open bills come first, soonest due; overdue ones are red.
- Tap + to add a bill, or tap one to see or change it.
In the app: Help › Vendor bills
People#
Your team and your clients' contacts in one searchable list. Staff show their role; client contacts say Contact.
How to use
- Directory, pick People in the menu at the top of the list. Search by name, role or email.
- Tap a person for their details, with call, text and email.
- Admins add and manage staff in Admin settings, Team: invite, edit, change role, deactivate.
- Team invite codes let people sign themselves up into one role for a limited time.
- People who joined with your company code wait on Team until an admin approves them.
In the app: Help › People
Clients#
Your customers. A client holds its sites, contacts, tickets, projects, contracts and its own rates.
How to use
- Directory, pick Clients in the menu at the top of the list. Tap + to add one; the address fills in city, state and ZIP.
- Tap a client to open it: Details, Sites, People, Tickets, Projects, Notes and Credentials.
- Invite, beside a client, sends them a code to make their own Tech Ops account.
- Rates for this client and Tax exempt are on the client, under Pricing.
In the app: Help › Clients
Sites#
Every place you work: the address and map pin, its contacts, tickets, projects, required credentials and walkthrough.
How to use
- Directory, pick Sites in the menu at the top of the list. Tap + to add one; the address lookup places the pin.
- Tap a site: Details, Personnel, Tickets, Projects, Notes, Credentials, Settings and Walkthrough.
- Credentials on a site are the certifications anyone working there must hold.
- Tax rate for this site overrides your company rate on its new invoices.
In the app: Help › Sites
Vendors#
Companies that work for you or sell to you: subcontractors, linked service companies and suppliers.
How to use
- Directory, pick Vendors in the menu at the top of the list.
- Tap one for its details and contacts. Tap + to add one.
In the app: Help › Vendors
Credentials#
Training, certifications and licenses your people hold, with expiry dates, and which sites or clients require them.
How to use
- Admins set up the list in Admin settings, Credentials: name, issuer, how long it lasts.
- Each credential shows how many people hold it and which sites and clients require it.
- Everyone adds their own in Profile, My credentials: a photo of the card and the expiry date.
- A person's credentials also show on their page in the Directory.
In the app: Help › Credentials
Inventory#
Parts and tools, counted in places: your van, the warehouse, a job box. Every change goes in a ledger with who did it.
How to use
- Inventory opens on Overview: what's on order, what's low in each place, and what's low company-wide.
- My locations is the stock you hold. All locations is every place, for dispatch and up.
- Tap a part in a place: Use it on a ticket, Add some, Move some elsewhere, or Ask for some to be sent to you.
- Stock in or out does several parts at once: pick Add or Remove, why, the items, then check and confirm.
- Refill on Overview tops a van back up from the warehouse.
In the app: Help › Inventory
Catalog#
Your company's list of everything you stock or service, from a bolt to a whole truck. An item can be made of other items.
How to use
- Inventory, pick Catalog in the menu at the top of the list. Search, filter, or tap Order beside a low part.
- Tap + to add an item: give it a name and a Category. The category adds the questions that fit, like a VIN for a vehicle.
- Scene lists what it's made of. Add inside to put parts under it; a shared part changes everywhere it's used.
- Identify holds SKU, barcode, make and model. Stock and price turns on Track stock, with cost, customer price and Reorder at.
- System lists its inputs and outputs, like power in and a relay out, for wiring.
In the app: Help › Catalog
Ordering and receiving#
Purchase orders to your suppliers, receiving what arrives, and sending parts back.
How to use
- Inventory, pick Orders in the menu at the top of the list. Tabs: Orders, Suggested, Returns, Suppliers.
- New order starts a purchase order. From low stock fills one with what's under its reorder point.
- Suggested lists what to order now, by supplier.
- When a delivery comes in, Receive on the order, or Scan in a delivery on Overview. Received parts go into stock.
- Returns sends parts back to a supplier, with the RMA number.
In the app: Help › Ordering and receiving
Walkthrough#
A site's layout: buildings, floors, rooms and every device in them, on the floor plan. PMs and the 3D view are built from it.
How to use
- Walkthrough lists your sites. Search, then tap one to open it.
- Buildings and floors nest inside each other; rooms and devices sit on a floor.
- Tap a device for its details, photos and history.
In the app: Help › Walkthrough
Walkthrough workspace and 3D Mode#
The site editor: a tree, the floor plan and a details panel. Draw it once and every ticket and PM at the site uses it.
How to use
- HOME: search, layers, status filters and zoom.
- INSERT: add a building, floor, room or device, or stamp one from the gallery.
- IMPORT: bring in a device spreadsheet or upload a floor plan drawing.
- Tap a device or marker to open its details: placement, ports and wiring, photos.
- 3D Mode turns the floor plan into a walkable building. Open 3D Mode in a web browser on a computer.
In the app: Help › Walkthrough workspace and 3D Mode
Reports#
Your numbers from your real data: work done, the team, inventory, profit by job and who owes you.
How to use
- Pick a report in the menu at the top: Dashboard, Overview, Tickets, Team, Inventory, Job profit, Receivables, KPIs.
- Filter picks the date range.
- Receivables lists what each client owes, oldest first; open a client for their statement as a PDF.
- Job profit shows what each job billed against what it cost.
In the app: Help › Reports
Contracts and SLAs#
Service contracts, who they cover, when they renew, and the response times you promised.
How to use
- Work, three-dot menu, Contracts. Pick a view in the menu at the top: Library, Assigned, Renewals or SLA.
- Library holds your contract templates. Tap + to add one.
- Assigned is which client or site has which contract.
- Renewals shows what ends in the next 90 days: renew it or let it end.
- SLA policies set response and fix times. Work, three-dot menu, SLA policies opens them directly.
In the app: Help › Contracts and SLAs
More#
Profile#
Your own settings and tools, in groups: your work, notifications, appearance, layout and language, account and privacy, and help.
How to use
- Search settings… at the top finds any setting by name.
- Your work: Timecard, My credentials (training and certs, with expiry dates), Assigned equipment, Calendar feeds and Sync inbox.
- Notifications, Appearance, and Layout & language: how loud, how it looks, your tabs and your language (see Appearance and layout).
- Account & privacy: My signature, Sign-in methods, Sessions, Download my data, Location services and Directions with.
- Help: Millie, Help center, Welcome tour, Contact support and Send feedback. Sign out is at the very bottom.
In the app: Help › Profile
Appearance and layout#
Make the app look and sit the way you like on this device.
How to use
- Profile › Theme: pick a Style (Auto, Tech Ops, Material or iOS), a Brightness (Light, Dark or Match my phone) and a palette.
- Highlight color sets the color of buttons and links.
- Display scale makes everything bigger or smaller. Large and simple controls gives bigger buttons and icons, taller rows, and one big Create button on every list.
- Tab settings: hide tabs, pick what's on the Bottom bar and its Bar size (Small, Medium, Large), and choose where the app opens.
- Two panes on a wide phone: on an unfolded folding phone or a small tablet held upright, the list and the open item sit side by side. Off keeps one column.
- Language switches the app between English, Español and Français.
In the app: Help › Appearance and layout
Millie#
Your assistant. Ask about your work, get troubleshooting help, or show it a photo.
How to use
- Open Chat; Millie is at the top of the list. On a ticket, it's also a tab.
- Type a question and send. Simple asks, like your schedule or a ticket by number, are answered right on the phone.
- Tap the paperclip to attach a photo.
- Ask in plain words for a reminder or an event: remind me tomorrow at 8 to call the parts desk.
In the app: Help › Millie
Admin#
Admin settings#
Company setup in one searchable list. Changes apply to everyone in your company.
How to use
- Type in the search box at the top to find a setting by what it does.
- People: Team, invite codes, Roles, Security (two-step sign-in) and Credentials.
- Work setup: ticket numbering and sign-off, Event types, Forms and Checklists. Clients and payments: Client portal, Payments, Quotes and invoicing.
- Time and payroll, Contracts and SLAs, then Rules and defaults: the rules for each tab, Notifications and My Day by role.
- Company: info, branding, branches. Plan and billing: seats and storage. Data and integrations: import, export, audit trail, QuickBooks and more.
In the app: Help › Admin settings
Rates and fees#
What you bill per hour, per visit and per mile, and the fees you add often.
How to use
- Admin settings, Quotes and invoicing, Rates: labor per hour for Normal, After-hours, Weekend, Holiday and Emergency time.
- Each row also has the trip charge, the minimum per visit, and what each visit rounds up to.
- Travel per mile is optional; leave it Not billed if you don't charge it.
- Premade fees, like a fuel surcharge: a flat amount or a percent of labor and parts. Add to every invoice puts one on all of them.
- Name who did the labor puts each person's name on the labor lines; it's off by default.
In the app: Help › Rates and fees
Online payments#
Let clients pay your invoices by card or bank. The money goes straight to your own Stripe account.
How to use
- Admin settings, Payments, Connect Stripe. Stripe asks for your business and bank details on its own site.
- Turn on Let clients pay invoices online.
- Invoice emails then get a Pay online link, and clients see Pay now on their invoices.
- A payment marks the invoice paid by itself.
In the app: Help › Online payments
Client portal#
What your clients get emailed, what they see in the app, and what they're asked to do.
How to use
- Admin settings, Client portal.
- Job emails to clients are built for every event and start off. Turn on the ones you want.
- The approve link in quote emails and sign-off by email link are on to start.
- You can set a different choice for one client.
In the app: Help › Client portal
Notification defaults by role#
Where each role's notifications start, and which ones they can't change.
How to use
- Admin settings, Rules and defaults, Notifications.
- For each role and kind of notification, pick On, Quiet or Off. Quiet goes in the list with no alert on the phone.
- Lock a row to hold that role at exactly that level. They can't change it, and their own mutes don't apply.
In the app: Help › Notification defaults by role
Integrations#
Connect Tech Ops to the rest of your business: accounting, email, texts and your own systems.
How to use
- Admin settings, Data and integrations, Integrations and API.
- QuickBooks: send invoices and payments to QuickBooks Online.
- Email to ticket: emails to your intake mailbox land in Work, three-dot menu, Incoming requests.
- Texts to clients: job updates by text message, off until you turn them on.
- Webhooks: send events to your own system as they happen.
In the app: Help › Integrations
Roles#
A role is a named set of switches: what people see and what they can do. Built-in roles are locked templates; copy one to make your own.
How to use
- Admin settings, Roles. Built-in: Admin, Portfolio Manager, Dispatcher, Tech and Client. Yours are under Your roles.
- Open a role to see its switches. On a built-in one, Make a copy starts your own from it. New role starts from scratch.
- A role also sets the layout: Simple or Full, which tabs show, and which tabs a detail page has.
- Give someone a role from their page in Admin settings, Team.
In the app: Help › Roles
Seats, storage and billing#
You pay for seats, not people. Each person sits in a normal or AI seat, monthly or yearly. Storage comes with the seats.
How to use
- Admin settings, Plan and billing, Seats: every seat, who's in it and when it renews.
- Tap a seat to put someone in it, empty it, or switch it to yearly at the end of the month.
- Buying seats, adding AI and switching to yearly change your bill, so they're done on your account page on the website.
- Storage shows how much your photos and files use. Each paid seat includes 10 GB; Add storage adds 100 GB.
In the app: Help › Seats, storage and billing
Time and payroll#
Hours come from tickets, projects and trips, plus other time people add. You approve them and send them to payroll as a file.
How to use
- Admin settings, Time and payroll.
- Time types and places: your own types for Add time entry, like shop, training or office.
- Payroll: pending approval holds submitted weeks; approve them here or in Work, three-dot menu, Approvals.
- Payroll: ready to export: pick the dates and your payroll system, then Download CSV or Copy CSV.
- Mark the run exported so the same hours don't go out twice. Payroll: sync logs keeps every run.
In the app: Help › Time and payroll
Completion forms#
Choose how your crew finishes work: a paragraph, a form, or their pick. Clients and sites can add their own forms; they add up and never replace each other.
How to use
- Admin settings › Tickets › How work is finished: pick Write a paragraph, Fill out a form or Tech chooses, for tickets and for projects.
- Completion form: pick a published form, or the ready-made Completion report (work, cause, parts, follow-up, photos, the tech's and the customer's signature).
- For a client: open the client › Settings › Completion forms › Add.
- For a site: open the site › Settings › Completion forms › Add.
- Each filled form is kept on the ticket or project, prints on the work report with its signatures, and its answers go in the notes.
In the app: Help › Completion forms