Step by step
- Open Log a call.
- For your own work, use the bar at the top: Workshop repair, Refurbish a stock machine or Internal task. Your own firm is set up once as the customer, with its workshop as the site.
- For a customer's machine that came back to the workshop, choose the customer as usual and set Where is the work done? to In our workshop.
- Give it to an engineer. In the engineer app the job shows Workshop, with no address or directions, and Start work skips travel.
- No machine at the workshop yet? Under Machine press + Add a machine here and add it without leaving the form.
Customer emails
Workshop jobs do not send the "engineer on the way" or "arrived" emails. The customer still gets the "job completed" email when the repair is done (if you send job status emails).
Finding them
In Jobs, use the filter Workshop / in-house.
Works together with
- Log a call (new job)Log a repair, service, installation, delivery or any other job on one screen in four numbered sections: customer and machine, the job (job type and fault), dispatch, and photos and files.
- Send a second engineer to help (assist)Add helpers to a job for two-person deliveries, installations or a junior shadowing a senior. One engineer leads; helpers record their own travel and time.