Step by step
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Open My day
You see your visits for today in order, with Tomorrow and Later as tabs. Each visit shows the time, the customer, the work order, the address and the status. Pull the list down to update it straight away.
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Open a visit
Tap a visit. You see the customer and the address, the access instructions, the safety notes and the contact on site, with a button to call. Below are the assets, with what needs doing on this visit and the last result.
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Start the route
Route opens the address in Apple Maps on an iPhone or in Google Maps on Android.
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Say you are on the way
Tap On the way. The customer gets a text message or email with the expected arrival time and a link to the status of the visit. When you get there, tap Arrived.
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Look at the files
Manuals and drawings of the work order, the location and the assets are under Files. A file you have opened once stays on your phone and then opens offline too.
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Close your day
With Close the day you see the kilometres Servaro worked out for each visit today, from your previous visit or your starting point. If a number is wrong, change it and give a reason. This needs internet, and works when your company has Servaro calculate the mileage.
Good to know
- Notifications lists new, changed and cancelled visits, also when you missed the push notification. Tap a notification to open the visit.
- At a breakdown that has no work order yet, choose New breakdown job. Search for the customer or choose a location nearby, and fill in the work report straight away.
- When you complete a work report, the customer of your next visit today gets the on-the-way message by itself.