Repair Engineer Site Visits
Holds details of clients and all their potential work sites. Engineers are selected based on their proximity and the equipment types they are qualified to work on.
Job details are emailed to the engineer once they have been selected and they confirm whether they can attend.
Once the installation or repair is complete the costs are recorded and an invoice is generated which is emailed to the client.
Repair Engineer Site Visits
Client details are entered into the system first, together with a record for each site that an engineer may be called to. This information can be edited at any time.Details of engineers are entered, making sure their email address and postcode are included.
Arranging Visits
When a client calls in to request a site visit their details are called up in the system and a new visit request added. As part of this process, when the equipment type is selected from a drop down list the relevant engineers are displayed in a list with the nearest one at the top and the distance they each are from the selected site displayed after their name.Once the equipment and visit date information has been entered the engineer is automatically sent an email with the visit information.
Monitoring Progress
A visit calendar is displayed in the system giving a summary of visits for the selected month, with details for any day displayed when that date is clicked on.There is also a visit search form with filters including date range, site, client, engineer and visit status. The visit status progresses from 'Initial Instruction' to 'Completed' to give an easy overview.
Visit Costs & Invoicing
Costs generated by the visit are added to the visit details screen as they accrue.Once due, the invoice is generated from the same page and produced as a PDF that can be emailed to the client.