Agent Actions - Reactive, Quote, PPM, Audit

An alternative to setting a Fixed Cost is to allow for Estimates. Where Fixed Costs are set amounts that Resources can invoice for on completion of Works, Estimates are estimated costs submitted by the Resource prior to attendance and on completion,... Read More

There may be an occasion when the User needs to Cancel a Work Order. This can be done via the "Cancel Job" option. This option is only available up until the point when the Work Order has been started. After this point the User is unable to cancel... Read More

When the Resource arrives at site to begin work then they should inform you so that you can log the start time of the Work Order.  This can be done in a few ways; the first one we will discuss is if the engineer calls you from site.  Firstly find... Read More

This can only be used when a Resource has not been pre-defined as ‘Auto Accept’ for Work Orders. Accept Job should only be used when a direct confirmation from the Resource has been received that they have accepted the Work Order raised... Read More

This is a specific action to identify the work associated to the Work Order as Construction Industry Scheme registered. This can only be used if the Resource is already registered as CIS registered. If unsure of the requirements and rules associated... Read More

Once a Work Order has been accepted by a Resource the User will want to know the ETA for their attendance at site. If an ETA is provided by the Resource the User can update the Work Order via the following steps:   1. Click Agent Actions on the... Read More

A User may wish to remove a linked Work Order.  If this is the case it can be done in a few areas – Agent Actions, Call In and Call Out menu options. Click on the “Remove Linked Work Order” menu option. The Linked Work Orders screen will pop... Read More

When Assigning a Work Order to a Resource, the User may be informed that the Resource are unable to carry out the work. To record this, use the Resource Unable to Accept Work Action and then follow these steps:     1. Enter all the relevant details... Read More

The second way that this can be done is if the engineer's head office calls you to advise that their engineer is at site.  Firstly finding the work order in question.     1. After clicking on Start Job > Admin.  The User will be... Read More

This section of a Work Order is where the User can add any additional information which has been provided to add extra clarity to the requirements of the Work Order. This is done using the Add Notes > Public action. Public notes are notes that can... Read More