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Project Calls with SWRemote

NOTE: This is currently a beta feature that is not currently available. We are testing with a small group of users who expressed interest in this function. When this is ready to be released we will make an announcement.

 

A Project Call functions the same way a secondary technician is treated in SWRemote. 

Technicians on Project Calls are able to add and edit equipment or any other information in the Customer tab, and can also take and view photos, review saved documents, and fill out Custom Forms.

 

They cannot, however, add/edit Job Notes because they are attached to both the Job Summary, and the Invoice.

 

The following are the steps techs will run through on a call:

The first step is Dispatch:IMG_0012.PNG

After Dispatching themselves, they can then use the Navigation from the En Route screen:

IMG_0014.PNG

 

*Note: The Arrive screen does not mark the technician Onsite. The timecard status does not change from Dispatched to Onsite until the technician progresses to the Complete screen.

IMG_0ED1CE927017-1.jpeg

At this point, the last step they can do is to Complete the Assignment:

 IMG_0013.PNG

 

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