To email a Work Order to a Technician first click on the project you wish to email to the technician. You can easily find this under the Appointments and Estimates tab on the customer information page. This will open the Project Information Page. ...
Work Done Reporting in Compass Transition notes to assist former i360 users. Recap of i360’s approach: Work Done reports in i360 used the ‘Net On’ date to determine when a job was completed. Quick summary of the ‘Net On’ date history: ‘Net On’ date ...
In compass there are three kinds of notes that are available. Technician facing notes are printed on work orders and are presented to technicians whenever they are looking at the project if they are on mobile. Examples of this would include that the ...
The estimator/tech dashboard allows technicians and estimators to see their next upcoming appointment. From here they can quickly: - Inform the customer they are on the way/running late - this texts the customer - View the appointment - Write the ...