• Getting started as a Technician

  Getting Started as a Technician Installing the app RoundTrip is a Progressive Web App (PWA) — no app store download needed. iPhone / iPad Open Safari and go to roundtrips.app Log in with your credentials Tap the Share button at the bottom of Safari Tap Add to Home Screen Tap Add Android Open Chrome and go to roundtrips.app Log in with your credentials Tap the menu (three dots) in the top righFew readers

• Todays jobs

  Today's Jobs The Today's Jobs screen shows all tickets currently assigned to you with a status of Assigned, In Progress, or On Hold. Ticket card information Each ticket card shows: Client name and address Service description Priority indicator Current status Requested service window (if set) Ticket statuses Status What it means Assigned The job is assigned to you — tap to view details and start | In Progress | You have startedFew readers

• Working a ticket

  Working a Ticket Starting a ticket When you arrive on site: Open the ticket from Today's Jobs Tap Start Ticket RoundTrip will request your location — allow this so the dispatcher can see you on the map The ticket status changes to In Progress Putting a ticket on hold If you need to pause work: Tap Hold Select a reason: Waiting for Parts Waiting for Approval Rescheduled Customer Not Home Tap Put On Hold Your dispatcher will bFew readers

• Adding notes

  Adding Notes Notes let you communicate with your dispatcher and keep a record of anything relevant to the job. Adding a note From the ticket detail page scroll to the Notes section Type your note in the text box Tap Add Note What to note Good notes to add during a job: What you found when you arrived Any issues or complications Parts ordered that haven't arrived yet Customer requests or preferences Anything the next technician needs to know Internal noFew readers

• Recording parts

  Recording Parts When you use parts or materials on a job, record them in RoundTrip so they can be included on the invoice and stock levels stay accurate. How to record a part From the ticket detail page tap Record Parts Search for the part by name or SKU, or scroll the list Tap the part to select it Enter the quantity used Tap Record Part The part is added to the ticket and stock is automatically decremented. Out of stock parts Parts that are out of stock areFew readers