Agent Actions - Reactive, Quote, PPM, Audit

After an engineer sends through a request for additional engineers, the Client then has the option to either accept the request or refuse it. This is done by using the "Accept/Refuse Additional Engineers" option from the Agent Actions menu.     1.... Read More

1. From the Agent Action button, choose "Add/Edit/View/ Meter Readings".   2. This screen will appear. 3. If no Meter Readings have been provided, highlight the type of meter and click on the "Add" button.   4. Click on the "Edit" button to edit... Read More

1. From the Agent Action button, choose "Add/View/Delete Certificates".   2. This screen will appear.   3. Click  and this window will then open. 4. Fill in all relevant details.  Select a file by clicking on the "Select" button.   5. Once... Read More

There may be occasions when the User needs to Reinstate a cancelled Work Order. This can be done by finding the cancelled work order you wish to reinstate and clicking on the "Reinstate Work Order" menu option from either Call In, Call Out or Agent... Read More

If a Work Order has a high value Fixed Cost added to it, it maybe necessary for the payment to be split into several stages so it isn't charged for all at once and can only be charged on certain dates. This is done using the "Edit Staged... Read More

If a Work Order will cost a specific value that has already been agreed, it is possible to apply this cost to the Work Order to make sure the correct value is shown. This is done using the "Set Fixed Cost" action following the below steps:     1.... Read More

Notifications are used to highlight an issue with the site that the current Work Order relates to. If a Notification is selected then this will alert any of the Building Contacts who have subscribed to this Notification, by either Email or SMS... Read More

Sometimes it may be necessary to upload documents or even edit existing documents. This can be done by clicking the "Add/Edit/View Documents" in the Actions ribbon menu. For more information on adding, editing or viewing documents, see the Add/Edit... Read More

The "Add/Edit/View Documents" ribbon menu option gives the User the ability to add a document to this Work Order. If a document has already been added, this option also allows the user to view or edit it. Read More

1. Changes to a Work Order can be made from Agent Actions - "Change Caller":   2. Click on any of the fields that require editing and once completed click "OK".  Clicking "Cancel" will exit without making any changes to the Work Order.   3.... Read More