Operating the Roadside Technician App

Clocking onto the RT App

After logging onto the RT app, technicians need to start clocking onto the system.  Logging on and clocking on are not the same.  When a technician starts clocking onto the system, the travel times, idle codes and work done starts to be recorded on the system.

To clock onto the RT App:

1. Ensure the Status field is set correctly.

   Note: The app defaults to a Sign In  status the first time the technician clocks in daily.

2. Ensure the date is correct.

   Note: If the technician did not complete the clockings for the previous day, it is possible to select the previous day and set the clockings.

3. Enter the time the clocking must start.

4. Click Start.

   The Roadside Technician Main Page is displayed.  The technician is automatically clocked to the default idle code as setup in the parameters.

Clocking onto a Job

After clocking onto the main RT app, technicians need to select jobs to work on.  These jobs can be at various statuses, but usually the first jobs of the day are in the To Do status.

To clock onto a job from the available list:

1. Clock onto the RT App.

   The RT Main page is displayed.

2. Select one of the jobs on the list by clicking on it.

   The Job Detail page is displayed.

3. Click the Service button.

   A popup is displayed informing the technician that clocking on-site is necessary to service the vehicle.

4. Click the Clocking button.

   The Clocking form is displayed.

5. Ensure the Status is set to En-Route if travel to the customer is necessary.

   The system will start logging mileage on the system and charge it to the WIP.

   Note: The technician can set the status to On-Site if no travel is necessary to the job.

6. Change the time if necessary and enter the current and new mileage.

   The time defaults to the current time, but can be changed if the technician has not clocked real time for some reason.

7. Click Ok.

   The Job Detail page is displayed again.

8. Click the Service button.

   The popup is displayed again.

9. Click the Clocking button.

   The Clocking form is displayed.

10. Ensure the Status is set to On-Site to start logging onto the actual job

    The Job Detail Main page is displayed.

11. The technician can now perform one of the following functions:

    • Add a service sheet
    • Add a Labour Code
    • Add a Part
    • Add a Temporary Part
    • Add a Job Write-Up note
    • Add a Picture
    • Suspend a Job
    • Complete a Job
    • Add a Job

Adding a Service Sheet

After clocking onto the a job, a technician can add a service sheet.  These are setup by the dealership.  They contain details of work done, inspections made.

To add a service sheet:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Select Service Sheets.

   The Add Service Sheet button is displayed.

3. Click Add Service Sheet.

   The Select Service Sheet page is displayed.

4. Select the necessary service sheet.

   The service sheet items are displayed.

5. Click on each item in the service sheet.

   The condition codes, options, notes and adding picture function for the option are displayed.

6. Amend/complete the questions, clicking Next between each one.

   The answers/comments will be saved back to the system.

7. Click Close to finish the service sheet.

   The main page for the current service sheet is displayed.

8. Click Back.

   The Job Detail form is re-displayed.

Adding a Labour Code

After clocking onto the a job, a technician can add a labour code for work done on a job.  These are added to the WIP.

To add a labour code:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Select Labour.

   The Add Labour search page is displayed.

3. Enter some text in the Search for a labour code field.

   The Search button is enabled.

4. Click Search.

   The search results are displayed.

5. Click on the plus (+) next to the labour code to be added.

   The Add Labour search page is re-displayed.

6. Add any further labour codes.

   The labour items will be added to the job.

7. Click Back when all labour items have been added.

   The Job Detail form is re-displayed with the list of labour codes added.

Adding a Part

After clocking onto the a job, a technician can add a labour code for work done on a job.  These are added to the WIP.

To add a part:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Select Parts.

   The Search for a part search page is displayed.

3. Enter some text in the Search for a part field.

   The Search button is enabled.

4. Click Search.

   The search results are displayed.

5. Click on the plus (+) next to the part to be added.

   The Add Parts search page is re-displayed.

6. Add any further part codes.

   The parts will be added to the job.

7. Click Back when all parts items have been added.

   The Job Detail form is re-displayed with the list of parts added.

Adding a Temporary Part

After clocking onto the a job, a technician can add a labour code for work done on a job.  These are added to the WIP.

To add a part:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Select Parts.

   The Search for a part search page is displayed.

3. Click on Add Temporary Part.

   The Add Temporary Part popup is enabled.

4. Change the default part number, if necessary.

5. Add a description of the part.

6. Add the number of parts used.

7. Click OK.

   The parts will be added to the job.

8. Click Back when all parts items have been added.

   The Job Detail form is re-displayed with the list of parts added.

Adding a Job Write-Up

After working on a job and before completing it on the app, a technician must add some write-up notes on the job.  These are added to the WIP.

To add some write-up notes:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Select Job Write-Up.

3. Click on Add Note.

   The Add Note popup is displayed.

4. Add write-up notes regarding the job.

   The Job Detail form is re-displayed with the notes added.

Adding a Picture

Technicians can add photo's of the vehicles they work on as proof of damage, if necessary.  These pictures are saved to the system as part of the WIP.  The pictures can also be added when doing service sheets.

To add pictures:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Click on Pictures.

3. Click on Add Picture.

   The Windows Navigation form is displayed.

4. Navigate to the picture that must be saved to the job.

5. Select the picture to add it to the job.

   The Job Detail form is re-displayed with the picture added.

Suspend a Job

Technicians can suspend jobs if they need to wait for parts or similar situation.  Once the parts have been received, the job can be unsuspended and the technician can continue with it.  The reason for not just leaving it logging hours is it can move the clockings out of SLA.

To suspend a job:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Click on Suspend Job.

   The Summary form is displayed.

3. Enter the following :

   • New mileage (current mileage is defaulted in).
   • Date if not the current date.
   • Time
   • Van Mileage

   • Select whether a call-out charge should be added.

4. Click Signature.

   The Signature form is displayed.

5. Complete the technician's signature.
6. Complete the customer signature details or select Customer not present.
7. Click Suspend Job.

   The Suspend Job popup is displayed.

8. Select a reason for suspending the job.
9. Enter notes on the reason for suspending the job.
10. Click Suspend.
11. The What do you want to do next? form is displayed.

12. Do one of the following:

    • Select idle code and return to the Main Job Page.
    • Click Return  and return to the Main Job Page.
    • Click Sign off Roadside Technician and the Sign Off popup is displayed.

Complete a Job

Technicians can complete jobs once they have completed the repair. They can then clock onto another job or clock off for the day.

To complete a job:

1. Clock onto an allocated job.

   The Job Detail Main Page is displayed.

2. Click on Job Write-Up.

3. Add some notes regarding the repair.

4. Click on Complete Job.

   The Summary form is displayed.

5. Enter the following :

   • New mileage (current mileage is defaulted in).
   • Date if not the current date.
   • Time
   • Van Mileage

   • Select whether a call-out charge should be added.

6. Click Signature.

   The Signature form is displayed.

7. Complete the technician's signature.
8. Complete the customer signature details or select Customer not present.
9. Click Complete Job.

   A confirmation message is displayed.

10. Click Yes.
11. The What do you want to do next? form is displayed.

12. Do one of the following:

    • Select idle code and return to the Main Job Page.
    • Click Return  and return to the Main Job Page.
    • Click Sign off Roadside Technician and the Sign Off popup is displayed.

Add a Job

Technicians can add details of jobs via the app.  These details are then mailed to the dealership in order to create a WIP.

To create a job:

1. Clock onto the RT App.

   The RT Main page is displayed

2. Click on Add Job.

   The Add Job form is displayed.

3. Enter the following :

   • Company Name (Mandatory).
   • Location of Job (Mandatory).
   • Driver Name.
   • Driver Phone.
   • Reg Number (Mandatory).
   • Vehicle Type.
   • Vehicle Mileage (Mandatory).
   • Start Time of Job (Mandatory).
   • End Time of Job (Mandatory).
   • Total Time.

   • Miles Travelled.

4. Add notes to the job.

5. Click Create.

6. Select the picture to add it to the job.

   The Job Detail form is re-displayed with the picture added.

Viewing the RT App Main Page

After clocking onto the RT main page, the technician has access to multiple sections of the main page, including:

• Add Job button - Opens the Add Job form for the technician to fill in details to send to the dealership.  This does not originate from the dealership and have a WIP.
• Map button - Opens an online map with the technician's location and the customer location.  This is to aid navigation.
• Idle Code section - Opens the Clocking form so the technician can clock on to another idle code.
• Info section - Opens the following sections, which are for  only:
  • Clockings - Displays the clockings the technician has done for the current date.
  • Sync History - Displays the  that has been synced for the current date.
  • About - Displays the current Roadside Technician version , client details and server details.
• Job List section - Displays a list of jobs currently allocated to the technician and their statuses.  For example, to do, suspended, etc.  When a job is selected, the Job Detail page is displayed.
• Sign Off button - Displays the Sign Off page, so the technician can sign off of the app.
• Sync Now button - Synchronises the application to update the dealership software and display any new jobs for the technician. This can be a timed operation, so the technician

Viewing the RT Job Detail Page

After selecting a job, the Job Detail page is displayed with full details of the job and vehicle, as follows:

• Back button - Returns to the RT App Main Page
• Clocking Button - Opens the Clocking Page
• Technician  - Displays the technician name, current logging details, date and time.
• Expand/Collapse Buttons - Expands or collapses all the job detail.
• Summary  - Lists the WIP and incident details.
• Vehicle Details - Lists the vehicle details.
• Service Dates - Lists the last and next dates of the vehicle services.
• Maintenance History  - Lists the maintenance history of the vehicle.
• Location  - Lists the location of the vehicle.
• Sync  - Synchronises the app with the WIP.
• Service Button - Opens the Job Detail page.

Viewing the Clocking Page

The Clocking page is displayed whenever a technician has to change the clocking onto a job, suspend a job, clock mileage, as follows:

• Current Clocking  - Lists the current current clocked on item, time logged on and date.
• Status  - Selection of idle codes that can be clocked onto.
• Date - Current date.
• Time - Current time.
• Current Mileage  - Current mileage of the RT van.
• New Mileage  - New mileage of the RT van.

View the Job Detail Main Page

The Job Detail Main page is displayed whenever a technician has clocked onto a job.  It has job specific details, as follows:

• Back Button - Returns to the Job Detail List page.
• Current Clocking  - Lists the current current clocked on item, time logged on and date.
• Jobs Button - Returns to the App Main page.
• Service Sheet  - Lists details of any service sheets added.
• Labour  - Lists details of any labour codes added.
• Parts  - Lists details of any parts added.
• Job Write-up  - Lists details of any job write-up notes added.
• Pictures  - Lists details of any pictures added.
• Complete Job Button - Enables the technician to complete a job.
• Suspend Job Button - Enables the technician to suspend a job.

View the Summary Page

The Summary page is displayed whenever a technician suspends or completes a job, as follows:

• Back Button - Returns to the Job Detail Main page.
• Signature Button - Displays the Signature page to complete/suspend the job.
• Vehicle Current Mileage  - Vehicle current mileage.
• Vehicle New Mileage  - Vehicle new mileage.
• Clocking Date  - Current time.  However, the previous and next day can be clocked to, if necessary.
• Clocking Time  - Time to clock details to the WIP.  This can be changed if the technician was not able to clock to the correct time.
• Van Mileage  - The technician's van current mileage.
• Add Call-Out Charge Tickbox - If selected, a call-out charge will be added to the WIP.
• Labour Used  - Details of any labour added by the technician.
• Parts Used  - Details of any parts added by the technician.
• Job Write-Up  - Details of any job write-up notes added by the technician.

View the Signature Page

The Signature page is displayed when a job is suspended or completed. It is the last stage of the RT process:

• Complete/Suspend Job Button - Completes or suspends the job.
• Technician Signature  - The technician's signature.  This is saved back to the WIP in picture form.
• Customer Not Present Button - If selected, the customer signature fields are disabled.
• Customer Name  - The name of the customer.
• Customer Signature  - The customer's signature.  This is saved back to the WIP in picture form.

View the What do You Want to do Next? Page

The What do you want to do next? page is displayed when a job is suspended or completed. It enables the technician to clock onto the correct next item:

• Select an Idle Code and Return to the Main Jobs List Button - Enables the technician to select an idle code such as Break and returns the App to the main jobs list.
• Return Button - Clocks the technician onto the Return item and returns the App to the main jobs list.
• Sign off Button  - Displays the Sign off popup so the technician can sign off the app.

View the Add Job Page

The Add Job page is used by the roadside technician to add a job via the app.  This is then mailed to the dealership to convert into an app.

• Cancel button - Cancels any  entered and returns to the Job List page.
• Create button - Creates the job and returns to the Job List page.
• Company  - The location of the company that owns the vehicle (mandatory).
• Location of Job  - The location where the vehicle is situated (mandatory).
• Driver Name  - The name of the driver of the vehicle.
• Driver Phone  - The driver's phone number.
• Reg Number  - The registration number of the vehicle (mandatory).
• Vehicle Type  - Basic make and model  about the vehicle.
• Vehicle Mileage  - The current mileage of the vehicle.
• Start Time of Job  - The time the technician started working on the job (mandatory).
• End Time of Job  - The time the technician ended working on the job (mandatory).
• Total Time  - The total amount of time the technician worked on the vehicle.
• Miles Travelled  - The amount of miles the technician travelled during the job.
• Labour Section - Details of any labour added.
• Parts Section - Detail of any parts added.
• Notes  - Detail of any notes added.