Technician View

When viewing a list of tickets, you can switch to Tech View by tapping the menu icon (three dots) > Switch to Tech View.

A list of tickets and tasks for that technician display in a list. The list displays each technician in a row with the technician’s name, number of jobs assigned, number of hours assigned, and if those jobs are finished.

Tap a technician’s name to see the tickets assigned to that technician.

The list displays each ticket in its own section. Each section includes

• The ticket number.
• The customer’s name and phone number.
• The vehicle’s make, model, and year.
• The license plate number.

The number indicates the priority number of the job followed by the job’s name (i.e., the labor description).

The checklist icon indicates the status of the checklist:

• Green means the checklist passed inspection.
• Red means some items did not pass inspection.

Tap the Checklist button to open the checklist where you can pass or reject items. You can also add comments, images, and videos to the checklist items on this screen.

Tap the clock button to start the labor clock for the job. Tap it again to stop the labor clock for the job.

Tap the checkmark to mark the job as finished.

Tap the pencil button to change the technician on the job and add comments to the ticket.

Tap the person button to assign the ticket to another technician. The list of technicians appears. Tap the technician’s name to reassign the ticket to that technician.

To Hide Finished Jobs

Complete these steps:

1. While in Tech View, open a technician's ticket list.

2. Tap the menu icon (three dots).

   

3. Tap Hide Finished Jobs.

   

4. The finished jobs disappear from the screen.

   • To see the finished jobs again, tap the menu icon (three dots) > Show Finished Jobs.