The available steps in the job sign-off are as follows:
Pre-work site photo (optional)
Equipment confirmation (optional)
Work carried out
Parts used
Further work details
FGAS record (optional)
Certificate upload (optional)
Post-work site photo (optional)
Payment screen (optional)
Customer signature
Pre-work and post-work site photos.
To disable or skip the pre-work and post-work site photos, go to Settings > System Configuration > Customisation, and set 'Engineers Upload Site Photos' to No.
When disabled, the screens to upload photos will not be displayed. When enabled, the site photos can be added, but are not required so can be skipped by the engineer.
Equipment confirmation
Equipment confirmation is useful to ensure the engineer is looking at the correct piece of equipment, and for tracking service or repair history for a particular asset across multiple jobs. If you don't typically follow an equipment based workflow, this can be disabled by going to Settings > System Configuration > Customisation and setting 'Show Equipment In Remote App' to No.
FGAS Record
The FGAS record will only be displayed if the following conditions are met:
Settings > System Configuration > Customisation > 'Show Fgas Fields In Equipment' is set to Yes
The Engineer has an FGAS number
The Equipment attached to the job has FGAS checked, or is in a parent category with FGAS checked.
Certificate upload
The certificate upload screen can be disabled by going to Settings > System Configuration > Customisation and setting 'Engineers Upload Certificates' to 'No'.
Payment screen
The payment screen will only be displayed if these conditions are met:
Settings > System Configuration > Customisation > Invoice All Customers is set to No.
The customer for the job is set to 'Cash'.
To disable the payment screen completely, go to Settings > System Configuration > Customisation and set Invoice All Customers to Yes.
To disable the payment screen at the customer level, set the customer's payment method to Invoice.
Sign-in and sign-out times
By default, the sign-in and sign-out times are set to the time that they sign-on to the job and the time that they begin the sign-out process. These can be amended by the engineer, for example if they forgot to sign in when they arrived.
If you do not want engineers to amend their times, go to Settings > System Configuration > Customisation and set 'Engineers Can Change Sign-on And Sign-off Times' to No. Note that if you are charging based on time, the sign-in and sign-off times provided will be used and the engineer will not be able to change these. This could result in under-charging if engineers forget to sign on upon arrival.
Customised Data Collection
If you have a need to collect data that is not covered by the standard job sign-off process, this could be done using custom checklists. When a Job has Checklists attached, the user will be presented with an additional step between signing on and off of the job.