Technician Guide
Technician Quick Start (Printable)
One-page checklist to claim work, document properly, and close jobs without delays.
1 min read
Updated Dec 17, 2025
Use this single page during your first week. Check items off as you go.
Morning#
- Open Dashboard → My Orders; scan for urgent items.
- Check Schedule; confirm parts on hand for today’s visits.
- Enable notifications and sign in on mobile.
During Work#
- Claim the order (or confirm assignment).
- Add a brief note when you change status.
- Log labour with start/end times.
- Add parts with quantities and notes.
- Upload photos (wide + close-up where helpful).
Communication#
- Keep notes short, factual, and friendly.
- Mark public notes only when intended for the customer.
- Add ETAs or supplier info when awaiting parts.
Close Out#
- Final note summarising resolution.
- Status → Ready for Return or Completed.
- Update next steps or pickup/delivery plan.
See also: Technician Guide; Status & Communication Reference.