Onboarding Training Structure

Session 1

55 mins

Desk - (Quoting new work)

Session 2

45 mins

Desk (Schedulers)

Q&A

45 mins

Desk

Field (Servicing)

Desk (Schedulers)

Q&A

45 mins

Desk

Desk (Scheduler, ad hoc tasks)

Field (Call outs)

Session 7

45 mins

Desk (Advanced)

Q&A

45 mins

Desk

Session 8
(Optional)

45 mins

Desk and Field (Auditors)

Agenda

5 minutes - Overview of the end to end process flow diagram including dispatching.

5 minutes - Demonstrate service quoting 

10 minute interaction time

• Setup a service quote to service your own fake training property
• Enter your details in as the client - we will be using this along the way.

• Property details
• Property geocode
• Billing card -  generate from Uptick then push to partner/link to partner if not already in Uptick.
• Routines - estimated duration against routines, recurring appointment against routines. 
• Billing contracts - demonstrating the differences between fixed and do and charge
• Demonstrate generating fixed billing invoices - setup a favourite
• Demonstrate do and charge (or per asset/visit) billing contracts

20 minute interaction time

• Setup the property with the address, access details etc. 
• Change routine start date
• Put estimated duration into routine
• Setup a fixed billing contract 

If you get through the above content, move onto: 

• Schedule a recurring appointment against routine
• Setup a do and charge billing contract

Agenda

5 minutes

1. Demonstrate the setup of a do and charge billing contract

10 minutes

• Create do and charge routine for a property

5 minutes 

1. Demonstrate how to generate tasks for the property setup in session 1, then with those tasks demonstrate:
2. Bulk allocator
3. Assign to rounds
4. Bulk update to assign to a technician
5. Explain why tasks split up

10 minutes

• Generate your properties tasks
• Filter down for them and try assigning to technicians, rounds etc.

5 minutes 

1. Demonstrate creating an appointment for the task that has generated from your property
2. Demonstration of sending notification

10 minutes 

• Create an appointment for your task 
• Send a notification for your task to the client (yourself)

Agenda

15 minutes 

Getting started with the iOS app

Getting started with the Android app

1. Quick 5 minute app navigation
2. Open a task which was made in the last session
3. Check the timeline and scope of works of the task.
4. Start travelling to the task
5. Start Performing the task
6. Complete the Take 5
7. Start servicing and adding in assets
8. Add in multiple different remarks and take a photo against remarks
9. Add a product against a remark
10. Add a logbook 
11. Collect signature
12. Write a note on the timeline
13. Mark as performed

30 minutes 

• Use a task which was made in the last session and follow all steps outlined 1-12.

Agenda

1. Set a favourite which views all performed tasks

15 minutes 

1. Find task from Session 3
2. Ensure fraction is complete on work tab
3. Preview report
4. Check for remarks open without a defect quote reference 
5. Start defect quote 
6. Add all items to quote
7. Demonstration of how to override sell prices and change via percentage
8. Finalise quote
9. Jump back to original task
10. Preview report
11. Quote reference should now be against each remark (therefore highlighting it's been quoted) 
12. Dispatch to client both the service report and defect quote
13. Change email recipient or content of email

25 mins interactive 

• Run through items 1-13 covered in the session 

Agenda

15 minutes

1. Approve defect quote via online link created in session 4
2. Create a repair task from this quote
3. Allocate to technician/sub-contractor
4. Enter due date
5. Put task in round
6. Write a note on the timeline

Note: The approval link is also available in the customer portal. You will receive an email when the quote is approved and can setup favourites to monitor this also.

20 minutes

• Run through steps 1-6

5 minutes

1. Go to a property
2. Create a call out either via task tab or an asset
3. Add an attendance fee
4. Enter a due date
5. Assign to technician 
6. Assign to round
7. Save

5 minutes

• Run through steps 1-7

Agenda

15 minutes

1. Complete repair task from the app
2. Travel to task
3. Start performing task
4. Resolve remarks/complete repairs
5. Demonstration of adding more products, changing quantities, kind of product
6. Mark as performed 

Note: If you need a product that isn't listed, you need to contact your office team or use a sundry item.

1. Complete a call out task
2. Attendance fee should be listed
3. If you would like to describe a certain asset from the call out, this can be accessed via the all assets button - then add a remark and product to that
4. Add technician notes
5. Add photos to the documents tab of the task
6. Record signature
7. Mark as performed

30 minutes

• Go through repair task items 1-6
• Go through call out task items 1-7
• Create a task from the app iOS
• Add a task via the Android App

Agenda

5 minutes

1. Major servicing module run through
2. Configure products to variants
3. Explanation of base date fields
4. Create a defect quote or task

10 minutes 

• Use major servicing module to create a defect quote

5 minutes

1. Ensure labour rates are setup for each user
2. Keys and equipment

N/A

Q&A Time

Agenda