Technical references are important for identifying key locations within a property, such as the water main. You can create a list of different technical references that engineers can update when on-site. For example, they might note that the water main is located outside the front door. This feature allows engineers to specify where they worked, helping them understand the property better when off-site.
Adding Technical References
➡️ Go to Profile Icon > Settings > Customers > Technical References > View.
Label the technical reference (e.g., Water Main Location).
Click Save.
Example:
Technical Reference Label: Water Main Location
Details to Add: "Located outside the front door, to the left."
Step to Fill the Reference Against the Customer Record:
Once the technical reference has been created, update the filed on the customer record where this reference applies.
➡️ Locate the customer record > Scroll to the Technical references section > Edit > Enter the relevant details for the property.
For Example: If you've created a technical reference labeled Water Main Location, open the customer record and note specific details such as: "The water main is located outside the front door, to the left." This information will be stored within the customer’s record, making it easy for engineers to access the specific location details when on-site.
Editing Technical References
➡️ Go to Profile Icon > Settings > Customers > Technical References > Edit > Amend > Save.
Select the technical reference to edit.
Update the details (e.g., Water Main Location has moved to the backyard).
Click Save.
Deleting Technical References
➡️ Go to Profile Icon > Settings > Customers > Technical References > Delete > Type Delete > Delete.
Select the reference you wish to delete.
Type Delete to confirm the action.
Click Delete.
Using Technical References On-Site
Engineers can view and update technical references directly from the app while on-site. They can access the technical references section in the app by navigating to the Customer's work address. They will see a list of the existing technical references that have been set up.
Updating an Existing Reference: If an engineer needs to add details to an existing reference, they can tap Edit, enter the necessary information, and save it. The updated information will sync back to the web version for the office to view.
What to Do if a New Technical Reference is Needed On-Site
If the required technical reference isn't already in the system, the engineer can:
Contact the Office: They can contact the office directly by phone to request that a new reference be added.
Create an Office Task: Alternatively, they can create an office task within the app, notifying the team that a new technical reference is needed. The task can be assigned to the appropriate office staff member, who can add the reference.
Once the new technical reference has been added by the office, it will sync to the engineer's app, allowing them to use and update it as needed.