Setup
Ensure you received the link to the Contractor Portal via email and follow the instructions to create your password.
Ensure you received the link to the Contractor Portal via email and follow the instructions to create your password.
If you haven't received the email, check your spam folder or request an email to be resent.
How to update profile preferences (Desk and Tech)
1. Click the user icon in the upper right corner and select Your profile.
1. Click the user icon in the upper right corner and select Your profile.
2. Enter the Mobile, select Add signature and draw your signature. Then click Save.
2. Enter the Mobile, select Add signature and draw your signature. Then click Save.
The technician users can update signature upon logging in too.
How to add technicians (Desk)
1. Navigate to the Team and click +ADD.
1. Navigate to the Team and click +ADD.
2. Provide the Full Name, Email Address, tick Is Technician checkbox and click Save.
2. Provide the Full Name, Email Address, tick Is Technician checkbox and click Save.
When a technician is assigned to a task, they will receive an email with a link to the Portal and can access it without setting up a password.
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How to view, accept and assign tasks (Desk)
1. Go to Dashboard, use search and filters to find tasks, then open by clicking Desk.
1. Go to Dashboard, use search and filters to find tasks, then open by clicking Desk.
2. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works) and click Accept.
2. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works) and click Accept.
If a task is rejected, a reason for rejection must be provided
If a task is rejected, a reason for rejection must be provided
3. Enter your estimated attendance date and assign a technician from the list.
3. Enter your estimated attendance date and assign a technician from the list.
If the technician does not appear in the assignment list, ensure they have been added as a user in Team.
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How to perform an I&T task (Tech)
1. Open the link in the email titled You have been assigned Task.
1. Open the link in the email titled You have been assigned Task.
2. Find the task and click Tech.
2. Find the task and click Tech.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete any required pre-start actions.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete any required pre-start actions.
4. In the Asset based work, open each asset.
4. In the Asset based work, open each asset.
5. Select Pass/Fail/No Test result and click Add Remark.
5. Select Pass/Fail/No Test result and click Add Remark.
6. Select the applicable Remark Type.
6. Select the applicable Remark Type.
7. Complete Description, Severity, Location and Internal Note fields and click Save Remark.
7. Complete Description, Severity, Location and Internal Note fields and click Save Remark.
Description: Details the description of the defects found during inspection.
Severity: Indicates how serious the defect is: Informational, Recommended , Non-Conformance, Non-Critical and Critical.
Internal notes.
8. Open a newly created or existing remark to attach a photo, Mark remark as resolved, or Verify remark. Then click Save.
8. Open a newly created or existing remark to attach a photo, Mark remark as resolved, or Verify remark. Then click Save.
9. Confirm completion by pressing I've performed this work.
9. Confirm completion by pressing I've performed this work.
10. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
10. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
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How to perform a repair task (Tech)
1. Open the link in the email titled "You have been assigned Task".
1. Open the link in the email titled "You have been assigned Task".
2. Find the task and click Tech.
2. Find the task and click Tech.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete required pre-start actions (if available). Then Upload pre-start photos which is required to progress.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete required pre-start actions (if available). Then Upload pre-start photos which is required to progress.
4. In the Asset based work, open each item.
4. In the Asset based work, open each item.
5. Click Pass, select the relevant remark to add a photo and Mark remark as resolved. Then click Save at the bottom right corner of the window.
5. Click Pass, select the relevant remark to add a photo and Mark remark as resolved. Then click Save at the bottom right corner of the window.
6. Upload post-completion photos and click I've performed this work.
6. Upload post-completion photos and click I've performed this work.
7. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
7. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
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How to perform a callout task (Tech)
1. Open the link in the email titled "You have been assigned Task".
1. Open the link in the email titled "You have been assigned Task".
2. Find the task and click Tech.
2. Find the task and click Tech.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete required pre-start actions (if available). Then Upload pre-start photos which is required to progress.
3. Review the task details (Property, Due, Address, Scheduled date, Access, Assigned and Scope of works), click I'm on Site and complete required pre-start actions (if available). Then Upload pre-start photos which is required to progress.
4. In Non-asset based work, toggle each product as performed for invoicing. Then Upload post-completion photos and click I've performed this work
4. In Non-asset based work, toggle each product as performed for invoicing. Then Upload post-completion photos and click I've performed this work
5. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
5. Provide Task completion notes, Technician signature, Client signature and confirm I've performed this work.
How to finalize a task (Desk)
1. Search a task in Performed (Waiting docs) status and clicking Desk to open.
1. Search a task in Performed (Waiting docs) status and clicking Desk to open.
2. Press Complete task.
2. Press Complete task.
3. Upload the Service Report, supporting documents, quotes, and invoices and update any fields, then Mark task as Complete.
3. Upload the Service Report, supporting documents, quotes, and invoices and update any fields, then Mark task as Complete.
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