Starting and Completing a Visit

Once you arrive at the property and are 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 summarise 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-up 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): Add 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 the previous screen) 

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

Property Reports: These are reports associated with 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 that is not specific to an appliance, for example, a collection or delivery.