Note: The images in this guide are taken from the iPad version of Propeller, using a Gas Visit as an example. However, phone and Android versions function the same and functionality is shared across all service areas (Oil, Electrical etc.)

Your First Visit

When you first log into the Propeller app, you will be presented with the main screen which displays the current visits that have been assigned to you.

In the example below, we can see that we have one visit assigned for today, none for tomorrow and no outstanding visits.

Outstanding visits are historical visits that have not been completed by the user.

Active visits are visits that have been started by the user but have not been completed and sent back to the server.

Pressing on each of the columns and any job will display the user full details of that visit.

For the above visit, we can see the customer details, contact information, and visit details – we can see it’s a one-hour service booked between 16-18, we can also see under “Job notes” that we have been instructed to update the boiler details.

A map is provided for the location of the property, along with any risk notes (if any).

Visit Actions                                       

Along the bottom of this screen you will see the actions we can take prior to entering into the visit:

Start the job: Once arrived at the property and have been granted access, pressing “Start the job” enters into the main job screen where we can carry out and record all actions associated with this job.

On My Way: Once you are ready to travel to this visit, pressing this icon notifies the system that you are traveling to the visit. Optionally, if enabled by your company administrators, this can send an automatic message to the property owner or tenant.

Mark as missed visit: If you are unable to gain entry to the property, pressing this icon allows you to record the reason, comments and any photographic evidence of the visit.

Notify Customer: This sends a “PAC” (Public Access Code) to the customer, which allows them to view the visit via a web link along with the associated documentation (e.g. completed CP12)

Text customer on way: allows the user to message the customer directly from the mobile device messaging app, to notify that they are on their way.

Starting and Completing a Visit:

Once arrived at the property and ready to start the visit, press “Start the job” – this opens the main visit screen (image below).

Note: Some actions within the app can be enabled or disabled by your company administrators

Summary of work done: This automatically records any actions taken for the visit. For example, entering Engineer notes would update this automatically to say “Engineer notes added”

Engineer notes: allows the user to summaries the actions of the visit – e.g. “Carried out service to one appliance”

Further work required (and associated options): ‘Further work required’ flags this visit to your administration team as requiring further work to complete – e.g. Parts may be required.  Depending on your organisation’s preferences, you may be able to book the follow on visit by pressing on “Create Job” and setting the day/time of the visit.

Temporary Appliances: allows the user to record any temporary appliances at the property.

Billing & Materials: Allows the user to add any parts to a materials list, either from manual entry or from the organisation’s parts catalogue (if setup). Optionally, depending on the organisation’s preferences, the user can create Quotes and Invoices for this visit.

Add a photo allows the user to add up to 20 photos and descriptions to the visit.

Tightness Test (Gas Only): adds the tightness test details, if required.

Extra questions: (optional) if your organisation has extra questions that need to be answered, these will be here.

Job Info: Displays the visit information (as previous screen)

Appliance Reports: Displays the appliances associated to this property, with the options of creating a certificate (e.g. CP12), amending the appliance details, or decommissioning

Property Reports: These are reports associated to the property rather than specific appliances. For example, a risk assessment or hot works permit.

Add new appliance: Allows the user to add new appliances to the property

Add non-appliance activity: Allows the user to record work which is not specific to an appliance, for example, a collection or delivery.

Modifying an appliances detail:

You can modify an appliance’s detail during the visit to amend or correct the stored information.

Pressing “Appliance Details” next to the associated appliance displays the current details, in addition to allowing the user to change as required.

We can see that for this appliance:

• It is a condensing boiler
• Owned by the homeowner
• Located in the boiler room
• Has a room sealed flue
• Running on Natural Gas
• The installation dates
• Date of manufacture
• The date of the last service

We can amend any of these details simply by pressing on the field. For example, we can see this appliance has now CE# / GC# or serial number, so we may wish to record these.

Once amended, pressing “Add appliance” saves the changes.

We then return to the main screen and can see the appliance has been edited:

Decommissioning appliances:

To decommission an appliance, press the “Decommission” icon next to the appliance and confirm you wish to decommission the unit.

This will then be displayed with a green tick to confirm the change:

Adding new appliances:

To add a new appliance, press the “Add new appliance” option under appliance reports.

This will then allow the user to select from a pre-defined list of Makes and Models.

If the make and model isn’t available, the user can type in their own custom Make and Model if required.

We can then enter the details of the appliance:

*Signifies mandatory fields

• CE# / GC#
• Serial #
• Appliance Type *
• Service Interval *
• Owner *
• Location *
• Flue type *
• Fuel type *
• Installation Date
• Date of manufacture
• Last serviced date

It is not mandatory to enter an installation date, date of manufacture and last serviced date – these can be set to “Unknown”.

Once all details have been filled out, we can save the appliance by pressing “Add appliance”

This is then saved, and shown as follows:

Creating certificates for appliances:

To create a certificate (e.g. CP12) for an appliance, press “Creative Certificate” next to the associated appliance.

This then gives a list of activities and options – the default selection is defined by the visit type – for this visit, it was “Service” – however, a user can over-ride this and select a different activity if required:

To create a CP12 with service press “Safety Certificate” on the right-hand side.

Once the certificate has been fully completed, the appliance will show a green tick to show that a certificate has been created:

We can complete an activity for multiple appliances to build the certificate e.g. CP12 – for example, a safety certificate with service for the Worcester Bosch, and then a Visual Risk Assessment for a cooker.

Creating Property Reports:

To see a list of the available reports which are not appliance-specific, press on ‘Property Reports’ (or on a phone, swipe to the right).

The available reports will depend on your organisation settings. To complete a report, simply select the report and complete it. Once completed you will see a green tick appear.

Completing the visit:

Once we have completed all required activities for this visit – we can press “Complete job” –

If the user hasn’t completed any appliance activities (or non-appliance activity) – the user will be reminded that for Gas or Oil jobs, there must be one activity logged on the visit.

For Gas, if no Tightness Test has been completed, the user will also be asked if a tightness test is required:

The user will then be shown the time taken to complete the job – depending on your organisation’s preferences, the option to change the completion details may not be available.

These times are calculated from when the user pressed “Start the job” to completing the job.

To proceed, press “Continue”.

We then can update any of the customer’s details if required, or mark as “Customer not present” – for example, void property visits.

Finally, if the customer is present, we can take a signature and optionally (if enabled) a satisfaction rating.

Once both have been completed, we can submit the visit to the server.

The visit is now complete, and the certificates generated for the administration team.