WEBVTT - This file was automatically generated by VIMEO
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Right today. I'm going to show you as a technician.
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how to start a service call
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as well as complete a service call.
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So when you log in as a technician the first thing you'll see is
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your own calendar.
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Each calendar and Workhorse is user-specific. So as
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a technician, this is essentially your dashboard.
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So for today, we can see that we have a service call schedule.
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We can select it and we can see the name of the customer as
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well as the site that we're going to be going to.
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The date as well as the time frame.
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And the technician which will be you it will be listed here and any
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additional technicians you might be working with that day will also be
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listed for this one. We only have one technician listed.
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And here we have the reason for that service call so we can see the customer
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needs to do door contact.
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So right from our calendar we can just select go to service call.
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And we'll bring us right to that service call screen and we
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can get started right away.
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So as a technician we can see the customer name as
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well as a site address and the particular system.
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We can see the reason for the service call which we can always
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update here.
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As well as any additional notes you'd like to put on this invoice.
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These will display for both the customer you and the
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admins to see.
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So just be wary of that these will populate on the
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invoice.
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Here we can see any products that are tied to the service call. So
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if you need to adjust anything or add anything you can
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do that here.
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Via this pencil to edit the current product.
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Or add another product here.
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We can see our installation schedule. So this is where we as technicians are
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going to select on Route when we leave to go to the
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site.
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We're going to select arrived when we actually arrive there to start
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that billable time.
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And then once we're finished with the service call we can set complete and that
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will stop that billable time.
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So here we can see the charges sign for the service call.
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And then if you as a technician need to add any additional notes
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to the service call that you don't want the customer to see.
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You can select add note here. And these are internal notes only
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customer will have no way to view them. So that is there
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for you as a technician as well as any admins that
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need to check out the service call. Those internal notes
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will be listed here under notes.
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So as the technician once you've verify everything looks correct
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here and you want to start the job.
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You can come down here to the installation schedule.
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And select on route.
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And what that will do is that will notify the customer if notify the
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customer is selected.
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That their technician you from the company whichever company
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you work for is on their way.
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So if we select in
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Here we can. See we'll update the status of the service call.
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So if we scroll up we can see it updated to en route.
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And this will not start the billable time. Once you arrive
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on site and you need to start charging this customer for
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that hourly fee. That's when you select arrived here.
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So once we click arrived.
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We can see that it changed the status.
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I'm going to reload the page.
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We can see that we started this service call.
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So as soon as we hit arrived the billable time will
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start.
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We can see arrive Click by Stephen Hayes.
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June 20th 2022 at 11:40 am
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So once you're doing the service call and you complete the service call and
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you're ready to sign off and charge the customer.
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We want to go over here and select complete and what
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that will do is that will stop that bill time.
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So if we scroll down here.
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We can see at the very bottom here that we clicked on
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root at 11:40.
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Arrived 11:40 and complete at
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11:41.
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So if you ever forget to hit arrived or complete these
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can always be adjusted after the fact.
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So if we click on each one of these say that
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we completed it at 2 pm. We can always
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come up here. Click this and select today.
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at 2
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pm.
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We can submit and what that will
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do is that will actually adjust that available time or that
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hourly fee.
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And we'll show that on the invoice.
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So now if we're ready to sign off when we were ready for the customer to
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pay for the service call.
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What we want to do is we want to come up here to the top where it
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says sign off.
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And once we select sign off.
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We'll show a copy of the invoice for you to show the
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customer.
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So here we have the door contacts as well as the travel fee
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that we have listed.
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As well as a labor fee so we can see that
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us adjusting that time adjusted it to
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two and a half hours here.
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the subtotal any discounts applied to this which we don't
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have any
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Texas and the total and down here we
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can see that reason for the service call is listed here as well.
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So if we're on site and we need the customer to pay.
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We have to do is technicians is come up here. It's like
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sign and pay.
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And here you can see we have a couple different options to
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pay for this.
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We can select cash. So if they want to pay in cash on site you can
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select cash here.
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If they have a check, you can select check.
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If they already have a payment method on file an ACH or
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a credit card.
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We can also use those so we can automatically charge
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the customer that.
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Or if they request to have the invoice sent to them after the fact
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they don't want to pay on site right away. We can select invoices as
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well.
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If they want to use a new payment method a new
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credit card or ACH that may not be on file. We can always come
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up here to new payment method.
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And we can enter in that ACH or credit card information here.
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But for this case, I'm going to select invoice.
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Once that's selected.
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We can have the customer sign here.
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Once we select finish.
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It will then complete that service call.
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And it will generate.
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An invoice for the admin or accounting whoever needs
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to send the invoice over to send over to the customer.