Technician Quick Start
February 28th, 2022
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1 min read.
Glance at Your Week: The Dashboard will show you a snapshot of your weekly appointments and the next two days in detail. Change the date at the top.
Know Your Site: See your customer's contact information, account manager, location, site notes, and relevant files.
See What's Happening: The Work section shows the status breakdown of all Work Orders. Filter by date in the top right.
View Your Schedule: Filter your calendar by customer, job status, state, and/or category. Switch to include Unscheduled Work by clicking the toggle button in the top right.
Edit Contact or Log Out: Clicking on your email address in the top right corner will show you options to view your User Profile or Log Out. Your User Profile is where you can make changes to your contact information and update your password.