CORRIGOPRO TRAINING 2018 - Managing Work …...To share a CruChat conversation via email or text,...
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Managing Work Orders with CorrigoPro Desktop Life of a work order – Desktop
Transcript of CORRIGOPRO TRAINING 2018 - Managing Work …...To share a CruChat conversation via email or text,...
Managing Work Orders with CorrigoPro DesktopLife of a work order – Desktop
During this tutorial we will cover…
• Accepting or rejecting a work
order
• Checking in
• Check lists
• Pausing a work order
• Checking out
• Work verification and rating
• The CruChat link
• Logging into CorrigoPro Desktop
• Locating your work orders
• The message
• The work order contact
• The service location
• The issue
• Service Level Agreement (SLA)
• Not To Exceed (NTE) amount
Log into Your CorrigoPro DesktopCorrigoProDesktoploginpageURL- https://login.corrigo.com/connect/login
LogintoyourCorrigoProDesktopusingyouremailaddressandpassword,setupduringregistration
Thenclick“LOGIN”
[email protected]………..
Locating Your Work Orders
FromyourCorrigoProDesktop,clickontheCorrigoProtile
Locating Your Work Orders
YouwillbetakentoyourCruChatspagewhereyoubeabletolocatealloftheworkorderssentbyyourconnectedcustomers
AlongthetopoftheCruChatpageyou’llfindclickablemenus,allowingyourtosearchandfilteryourCruChats.
Locating Your Work Orders
TofindanyCruChatswithworkordersthathavenotyetbeenaccepted,clickonthe“WOState”menu,clickon“WaitingforAcceptance”
Let’slookforworkordersstillwaitingforacceptance
PowerfulfilteroptionsmakeiteasytosortyourCruChatsandworkorders
Locating Your Work Orders
CruChatboxesinyellowhavenotbeenopenedorhavenewinformationthatneedstobereadThoseingrayhavealreadybeenopened
Let’sclickontheunreadworkorderstillwaitingforacceptance
Reviewing a New Work Order
AllofthedetailsoftheworkorderarecontainedwithintheCruChat,witheveryactiontimeanddatestamped
Orangetextintheworkorderisclickable
Tobegin,scrolltothetopoftheworkorder
Clickonthe“MESSAGE”linktodisplayinformationrelatedtotheworkorder,inputbythecustomer
Accompanying Message
Contactinformation,workdescription,andproceduraldetailsmaybeincludedinthemessage
Toexitthemessageboxandreturntotheworkorder,click“CLOSE”
Site Contact and Service LocationNextyouwillseethecustomer’ssitecontact,withaclickableemailorphonenumberlink
Followedbytheservicelocationwiththephysicaladdressandaninteractivemaplink
ClickingonthemaplinkwillopenthenativemappingapplicationonyourPCtoallowforspecificdirectionsandnavigationtoyourcustomer’ssite
The Issue and SLA
Belowtheservicelocationyouwillfindthereportedissueand/orrequestedtask
TheServiceLevelAgreement(SLA)fortheworkorderislistednext
BeawarethatyourcustomerwillrateyouonyourabilitytomeettheSLAtimeframes
NTE: Not to Exceed
Next,youwillseetheNotToExceed(NTE)amountforthisworkorder
TheNTEisdeterminedbythecustomerasaceilingcostfortherequestedrepairorservice
IfyouneedtorequestanincreasetotheNTEamount,clickonthe“HERE”link,the“SubmitQuote”boxwillappear
Submitting a Quote
Enterthequoteamountfortherequestedservice,andadescriptionjustifyingthequoteamount
$350.00
Newpartsneededtocompleterepairs.
Thenclick“SUBMIT”
ThecustomerwillbenotifiedoftherequestedNTEincreaseandwillhavetheopportunitytoeitheracceptorrejectthequote
Accepted Quote and the New NTE
ThedetailsoftherequestedNTEincreasearerecorded,inrealtime,intheCruChat
Inthisexample,thecustomerhasapprovedthequoteandthequoteamountisnowshownastheupdatedNTEamount
Accepting a Work Order
AtthebottomoftheoriginalCruChatworkorderdetails,youwillbepromptedtoeither“ACCEPT”or“REJECT”theworkorder
Click“ACCEPT”toaccepttheworkorderor“REJECT”torejecttheworkorder
TheactionwillbetimestampedintheCruChat,andthecustomerwillbenotifiedthattheirworkorderhasbeenacceptedorrejected
Ifyouacceptaworkorder,anewavailableactionto“CHECKIN”andbegintheworkwillappear
Assigning a Work Order
WhenaworkorderisaccepteditcanbeassignedtoafieldtechnicianoraSubtocompletethework
Clickonthetwo-personsilhouetteiconattheupperrightoftheCruChat
Assigning a Work Order
CruMembers andconnectedSubswillappear,seetheexampleontheleftNames thataregrayed-outareCruLeadswhichareautomaticallyincludedonallCruChats
Toassignwork,clickthecheckboxtotherightofthedesiredSuborCruMember's name
EnteraCruChattextmessageandclick“Send”PleasetakecareofthisWO.
TheCruChat reflectstheaddedCruMemberandassignmentoftheworkorder
Theworkorderisnowassigned
Checking In to START the Work Order
WhenaCruMemberorSubisassignedaworkorder,theywillberequiredtocheck-intostarttheworkorder
IfintheDesktop,clickorange“CHECKIN”tostarttheworkorder
TheCruChatwillupdatewithanoteindicatingthelocationofthepersonthathascheckedinandbegunwork
Thecustomerwillknowthatthetechnicianwaswithinacertainproximitytothesitewhencheckingin,anditbeginstotracktimesothatboththecustomerandserviceproviderknowhowlongittakestocompletethejob
Pausing a Work Order
Sometimesyouwillneedtopausetheworkorderifthetechniciantakesabreakorleavesthesiteattheendofthedayonamulti-dayproject
Clicktheorange“PAUSE”link
OnceagaintheCruChatwillbenotedtorecordthattheworkorderhasbeenpaused
Whenthetechnicianisreadytorecommenceworktheyclickon“CHECKIN”
Checking Out and Completing the Work Order
Whentheworkiscompleted,clickontheorange“CHECKOUT”link
The“CompleteWorkOrder”windowwillopenwhereyoushouldenterdetailedcommentsabouttheworkthatwascompleted - these commentswillbeavaluablesourceofinformationandrecordforbothyouandyourcustomer
Allrepairsweremadeandproducttested.
Repair Category and Repair Code
Afterenteringyourcomments,selecta“REPAIRCATEGORY”byclickingandaccessingtherepaircategorylist
Repair Category and Repair CodeThenyouwilldothesameforthe
“REPAIRCODE”
Andclick“COMPLETE”
Verifying and Rating the Work
When thetechnicianhascheckedoutandtheworkorderhasbeencompleted,thecustomerwillreceivenotification
Customersmayratetheworkduringtheirverificationprocess,andtheratingwillappear,withcomments,intheCruChatverificationmessage
Ifyourcustomerhasimplementedtheverificationstepasarequirementintheworkorderprocess,youwillonlybeabletoinvoicethecustomeroncetheirverificationandworkratinghavebeencompleted
The CruChat Link
ToshareaCruChatconversationviaemailortext,clickonthelinkiconattheupperrightoftheCruChatwindow
ThiswillgenerateanactiveCruChatlinkwhichyoucancopyandpaste
Sincethelinkislive,itwillalwaysshowthecurrentconversation - iftheconversationcontinues,openthelinkagaintoseethenewcontent
ThisisapowerfultoolforarchivingCruChatconversationsorreferencingspecificworkordersanddetails
QuestionsContact Corrigo via phone or online:
https://corrigopro.com/contactus/
