Step 1. Starting the call
Once you're logged into Pointman, click on the phone icon located at the top of the page.
Step 2. Find your Customer & Service Address
From this screen, you will be able to search out and select a service address, or contact.
Once you search out your customer, you will now be able to see their customer summary. This includes: Service address, main contact, any open/recent jobs and outstanding balances.
At the very top of the page, you will see Call Notes:
These are a one time notes that is not accessible to the office, techs, or customer. *In the future these will be accessible, however right now they’re only being saved to a back end database*
Step 3. Create a Job
There are 2 ways to create a new job: you can click on the "Job" tab along the top of the screen, or you can click the “New Job” button in the bottom right hand corner:
From here you’ll begin filling out the required information. Once finished, click on the Add button in the lower right hand corner:
Step 4. Add a Visit
Once you have the job, you can now add visits. This can be done in 2 ways:
- You can click the Visits tab, located across the top of the page.
- Click on the "hamburger" button in the upper left hand corner to view side panel. Then click the Visits.
From here you can either click directly on the slot you’d like to schedule the visit for on the dispatch board, or you can use the Add Visit button in the lower right-hand corner.
If you click on an open slot on the dispatch board, you will then be prompted with the Schedule Visit screen. This is where you can confirm the tech, date/time and duration for the visit.
If you click Add Visit you will be prompted with the same Schedule Visits screen, however you will need to manually fill in the tech, date/time, etc. settings.
Click Save in the bottom right hand corner after information has been entered.
Step 5: End your call
To end your call, simply click on the "X" in the upper right hand corner.
A pop up will ask you to please confirm. Click Yes.