Tech Report Manager help centre
Step-by-step answers, with a screenshot of every screen.
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Getting started
Planning
- How do I create an appointment?
- How do I schedule a job over several days?
- How do I switch between day, week and month?
- How do I move or reassign an appointment?
- How do I open my route for the day?
- How do I send appointment reminders to my clients?
- How do I record a technician's absence?
- How do I put several technicians on one job?
- How do I schedule by day rather than by the hour?
Reports
- How do I fill in an intervention report?
- How do I add photos to a report?
- How do I get the client to sign on site?
- How do I get a report signed remotely?
- How do I finalise a report?
- How do I download or resend a report PDF?
- How do I automatically get a copy of reports?
- Can I work without signal?
- How do I prepare an invoice from a report?