In order to complete an estimate or job you will need to accept, travel, and arrive at that event.
- Click the menu icon (3 horizontal lines) in the top left corner.
- This will open the menu. Click View diary. Find the diary event you would like to accept, travel, arrive to. Tap on this event. This will open the details of this event. You will see two buttons at the top of the page.
Click Accept if you want to start this job.
Click Reject if you feel you may not be able to attend this event due to another event over-running for example.
- When you have clicked 'Accept' it will allow you to travel to this event. You can click the arrow in the customer details to open Google maps to navigate to this event.
Click Travel when you have started to travel to this event
Click Abort if you feel you may not be able to attend this event due to bad traffic for example
- You will now have the option to Arrive, mark as 'No access', or Abort.
Arrive - This should be clicked as you enter the property and greet the customer.
No access - This should be clicked if the customer is not home and you can't enter the property.
Abort - This hould be clicked if the estimate/job needs to be cancelled. i.e if the customer has decided they want to rearrange.