Job Process Information

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When creating a job on the portal you are given several fields:

  • Job number
  • Customer
  • Contact name
  • Primary Contact Number
  • Secondary Contact Number
  • Address
  • Postcode
  • Job date
  • Job time
  • Duration
  • Mobile user
  • Branch
  • Product
  • Fault
  • Special Instructions
  • Weight
  • Route - assign via route_code

(n.b. for gas safe companies - you will be given some extra contact details to fill in for the landlords details)

All of these are only editable on the web portal, before the job is sent down to the device. In the application itself, the following information is sent up to the portal:

  • Pre job check results
  • Repair code
  • Failure code
  • Parts
    • Item
    • Quantity
    • Code
    • Description
  • Assets
    • Scan additional
      • S/N - can do a search or scan the bar code
      • Item - has to match an item in the catalogue
      • Status - should be statuses already set in there
      • Location
  • Photos
  • Fail Job
    • Failure code
    • Failure notes
  • Notes
  • Post Job Checks
  • Customer satisfaction and signature


GAS SAFE JOBS:

The following information is recorded from the device back up to the portal for gas safe jobs only:

  • Appliances (gas safe only)
    • Location
    • Make
    • Model
    • Type
    • Flue Type
    • Operating pressure
    • Safety devices
  • Flue Tests (gas safe only)
    • Spillage Tests
    • Smoke pellet flue flow test
    • Combuster analyser reading (if applicable)
  • Inspection details (gas safe only)
    • Satisfactory termination
    • Flue visual condition
    • Adequate ventilation
    • Landlord's appliance
    • Inspected
    • Appliance serviced
    • Appliance safe to use
  • Gas installation Pipework (gas safe only)
    • Satisfactory visual inspection
    • Emergency control accessible
    • Satisfactory gas tightness test
    • Equipotential bonding satisfactory
  • Faults (gas safe only)
    • Add fault
      • Give details of fault
      • Rectification work carried out
      • Warning notice issued
      • Warning tag issued
  • Summary of work (gas safe)
  • Engineer Declaration (gas safe)
  • Customer signature (gas safe)
    • Received by
    • Name
    • Signed
  • Customer Record Type (gas safe)
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