RT-01 The Route Technician Application (with SafetyCulture/iAuditor)

Transcript

Auto-generated from the video’s captions.

(0:10 - 0:49)

Hi today we’re going to talk about the route technician application and this is going to be the first of a few videos the route tech or route technician however you prefer to call it has really been an app that has grown over the past year initially it was made to be very simple and just have a route list and then the details of the work orders however additional capabilities have been added to give you more flexibility and power out in the field not only if you yourself as a business owner are using the application but also if you have employees that are

(0:48 - 1:26)

Using the application so we have different levels of security different levels of functionality etc so this is actually going to end up being several videos to cover different aspects of the application the video today is going to be defined as an entry level and really just to give you an overview of the app and how your normal field technician reporter is going to use it on a daily basis so this is a great place to start but the way we’re going to introduce this is the route technician starts off with their route list

(1:24 - 2:04)

This is a list of the different properties that they’re going to do going to visit in a particular date so all of the work orders assigned to a route technician on a date show up it has all of the work order details for each of those individual assignments and depending on how you set up your security the users may have any combination of the ability to manage reports the ability to email reports the ability to communicate directly with the client the ability to communicate only with the admin and the ability to view and or even manage

(2:02 - 2:42)

A list of issues that exist at a particular property you can also update your hours in the app so for example if you’re assigned a one-time work order to meet a plumber and you spend an hour and a half there waiting for the plumber you can update and put your hours in again depending on how you are set up with as a user within your particular organization so lots of things that we’ll cover and i’m going to again cover the basics in this particular video what we’re going to do today in this video is we’re going to talk about how to look at the route how to start your report

(2:40 - 3:18)

How to do your report and complete your report and then at the end sending your report now the report can be either sent from the admin if you are an admin or from the route tech if you have the permission to send the reports to the clients some may not in the case of working for an organization where all of the emails are sent centrally by your admin you may not have the option to actually send the email i’ll cover that when we get to it okay so i have brought up on the screen basically a little window that is an image from my phone so you can see

(3:16 - 3:55)

My actual phone image here and we’re going to conduct these items just as if we’re out in the field keep in mind this is going to work the same whether you’re on a phone or on a tablet the screens may look a little different because the software is smart enough to take advantage of the extra space on a tablet screen but it’s still the same functionality for what you see here so as a route technician you will have an app when you log into your method application that says route technician you may or may not see other apps depending on your permission and your setup but you should at least see the route

(3:52 - 4:31)

Technician application so i’m going to click on that particular application this will now open up for me a list of all of the different properties that i have to do today so you can see i’ve got quite a list of things to do basically you will go to a particular home like let’s say we’re going to go to mr blancos so i will tap here on that item it will now open up for me the work order details for mr blanco so you’ll see the work order number a description of what the work order entails by weekly home visit we have the address here you have a little button here that you can click

(4:29 - 5:08)

Which would then take the address and load your google maps or apple maps application and put that address in it so you can do driving directions if you’re not sure how to get there then in this section we have a list of what we’re going to do at that particular property so you see in this case we’re doing our regular home week home watch bi-weekly visit and we’re going to get the mail below that you’re going to see different selections that allow you to look at data about the client and about the work order the list that you see may vary depending on how your system has been configured for you but everybody will see the top

(5:06 - 5:45)

One which is the security info if you hit the little chevron here to the right of security info this will open up and give you everything you need to know security wise to get into the property so the alarm codes the key id uh security lock if there’s a gate code all of that information will be there i’ll close that section i’ll open the next section which is property notes this will have all of the notes that are set up about the property so that you know what you need to do in order to do the home visit there so we have notes about water and exterior and there’s a car on trickle charger and so on you you kind of get the idea if i close that

(5:44 - 6:22)

Property notes i can open up contact info and you may or may not see this on your system but if i go into contact info it’s as you would expect all the details about the contacts the different security providers etc would be located here the route technician notes gives you an ability to send a message to the admin so this would be an internal note just a note between you and the admin or if it’s just you in the business it’s note back to yourself to remind you to do something so you can put things in here like remember to bill for the battery i replaced in the fire detector or it can be something

(6:21 - 7:01)

Like you know call the plumber to look at the leaking master faucet all right so you can put that there you can add a photo if you want by clicking this little plus sign and fixing a photo and that’s it that information has now gone to the admin just by clicking out of it open issues if there are any open issues for this particular client you would be able to see those as well in this case i don’t have any

(6:58 - 7:36)

That will all be part of a future video enhanced or next advanced video for the route tech as will the interview lines and inner vendor bills that’ll all be part of the advanced so at this point we have everything we need to do our home visit we have all the notes we’ve seen the security of info etc up at the top you have a button that says start report so when you’re ready to start your iAuditor report you can click that button and now that’s what i’ll do here i’ll click start report the system will automatically put in my default template and uh you remember from the property uh video that this is how you set up a

(7:36 - 8:15)

Default either in the property or on the uh the work order but it’s filled in that default and that’s fine that’s the one i want to use if for some reason i need to change that like maybe i’m doing a pre-storm visit or you know something else a concierge visit i can click the arrow and pick a different template but in this case i’m just going to use my standard i’m going to hit the button that says start an iAuditor report with that template what that will do is go out and create the report for me in my auditor it will then turn around and load the iAuditor application for me and open up the report that it just created

(8:13 - 8:52)

So here we have blanco home visit date and time it fills in you know your name it’ll fill in the work order number if we had had a issues list and you have it configured that way it filled that in location is the only thing it can’t fill in automatically but all you have to do when you come in is click this little drop pin icon it’ll take your phone’s gps location and put that in for you and you’re ready to go now it’s just you know doing your report as normal so i’m going to hit next i’m going to hit ok on a few of these things i’m not going to go through how to fill in the report because you’ve all done that hit next okay okay okay

(8:49 - 9:27)

Hit next yes we drove the car i’m going to skip the plants just so it doesn’t show up on the client’s report remember skipping an item won’t show up on the report so don’t answer it just skip it yes it was all junk mail and now what i’ll do is i’ll come down here to the bottom and i will say mark is complete now when you’re using the application in this way through method you’re not going to view an export report or do anything else you are just going to save and close that will then save the report it’ll put it back into the list for you

(9:28 - 10:07)

And it may take up to two minutes but it will also automatically update all of the records in your home watch business management application for you in other words it’s going to go and mark the work order is complete it’s going to put the report out there as a link so that you can validate it and everything you need is there so now at this point unfortunately i can’t automatically make i ought to go back to method but it’s really easy to do that you know if you are using android you

(10:06 - 10:43)

Can hit the little you know icon down on the bottom little square that’s there if you’re on apple you can swipe down and pick it but as you know you can get to a list similar to this and now come back go to your method application and tap on it to open up so very easy to then go back to the app you have a mark complete button up here on the top you don’t have to hit that remember that doing the report will automatically mark it as complete for you so i’m going to hit my back arrow

(10:40 - 11:19)

This will take me back to my list now of my different items okay so i’ve let you know about a minute elapse here just to make sure that it did synchronize properly so what i will do is you can always hit this little refresh button here it looks like the circle going around so i’m going to hit that that’ll reload the list for me if i scroll down here now you can see that next to blanco it says completed so if again if your system is configured in such a way that you have the rights to send the report off to your client when you

(11:17 - 11:52)

Click on that work order now you’ll notice that at the top where you said start report or open report now to the right of that we also have email i added a report if you don’t have the right to send the report if it’s all done by the admin through the office you won’t see that particular button however if you do have it all you have to do is tap that button in order to email the report it will let you display the report let me do that just to show you how it works by hitting that button it’ll open up the report here in a web link so that i can now look at you know the

(11:51 - 12:29)

Report that we just did it all looks good so i can hit back and you’ll notice now the screen has changed itself below to be ready to email so it’s pre-filled in who the email is going to using a template that is set up by your admin it’s filled in the subject it’s filled in the actual body of the invoice it’s put a link to the report in there so this is all set up again by your admin as far as your template goes if you need to personalize the email or change it you can do so by you know tapping here

(12:28 - 13:08)

Into that and just editing it as you you know would expect try to get there so maybe in this case i can say something like you know we have called the plumber you know to uh to fix your leak or whatever so you can type in and personalize the email then use a little button here on the bottom so send email and when you do it’ll tell you that it has sent hit ok and you come back to your list and you can go to your next one now so again that sending of emails may or

(13:06 - 13:42)

May not be there on your particular system depending on the configuration but all of the rest of it will be your route list going into the report starting the report and then completing the report normal process so very easy if it seems confusing that you’re jumping apps just think of it this way everything that has to do with managing your home watch business is in the method application okay the one we’re in here with the route technician iAuditor is there as your documentation

(13:46 - 13:58)

Tool you