Completing an Appointment (for engineers)
Engineers should complete all details of their appointments and work undertaken over the course of the day.
There are a number of functions that an engineer can undertake on the Tracker Pro Web Application depending upon privilege settings including logging new jobs.
This article covers the normal daily task of checking all appointments and completing them over the course of a day.
Add engineer codes to the appointment notes for the Engineer
If you wish to add field values from Tracker Pro Installation into any associated Job or Quote appointments do the following: A: In Company Details setup the fields for inclusion in the Appointment Notes ( Main Menu Settings - Company Details - ...
Changing Test Result set for an Existing Appointment
There may be times when you wish to change the test result set associated with an appointment. In order to do that follow these steps. Open the Timeline and locate the entry in the Diary or Timeline view and edit it. To Edit it - Right mouse click ...
Video - Completing a Job on the phone using the Native Mobile Applications
Tracker Pro has a native Android App and a Native Apple App which run on phones, tablets and watches. For Android Phone and Watch App on the play store. Click here for the link For Apple Phone and Watch App. Click here for the link This link ...
Add a New Job on the Engineer Web Application
You can easily create a New Appointment on the Engineer Web App. This could fall into one of two categories 1. Create a new appointment for an existing Job (a return visit perhaps). 2. Create a brand new job and a new appointment. Step A Click on ...
Allocating more than one engineer to a Job,Quote, Call or Event in the Timeline
If you wish to add two engineers to the one Job, there are a number of ways you can achieve this. 1. Select more than one engineer when scheduling the Job. To so that hold the control key down and select more than one engineer in teh engineer list ...