HVAC Remote Technician Edition
The HVAC Remote Technician Edition is a software program designed to work in tandem with the HVAC Central Office program.
It allows a technician to be dispatched his workorders onto a laptop or tablet pc, take the laptop into the field, view the customer workorder and customer history while in the field, make changes to the workorder, write up and print the customer invoice while in the field, and then upon returning to the office download his completed workorders.
The remote technician program does not require a constant connnection to the internet. It will work completely disconnected since it contains all needed data to perform customer history lookups on the dispatched workorders.
The remote technician program contains the same estimate and work order entry areas as the Central Office program. For security reasons, some entry mechanisms are restricted to not allow the technician to override functions that would normally be done by the main office.
The main menu of the Remote Technician program.
The main work area of the program is the Service Dispatch area. Here the technician will be able to view, edit, and print workorders and invoices.
The technician synchronizes with the central office by clicking on the Synchronize Workorders With Office button. This starts a process that will send workorders from the remote and pull workorders from the central. After synchronizing, the technician will see the workorders assigned to his tech id in the central office.
Shown below are the two Service Dispatch screen views, the grid view and the calendar view. The calendar view can be shown by day, by week, and by month. Showing below is the week view.
Calendar View - By Week
Calendar View - By Day
Calendar View - By Month
When workorders are pulled from the central datastore, customer histories are also pulled for each workorder based on the customer id on the workorder. This will help the technician to be able to view customer invoice histories, customer contracts, and customer notes while he is on the job site.
You will probably have noticed a TBUL work order that has no customer name or address. This is a To Be Used Later workorder. Since workorders have to originate from the Central program, this is a way for technicians to have available workorders to work up a new order if they are dispatched without communicating directly with the Central program.
The technician uses the dispatched workorder for the site service information and later to write up the completed work order and then invoice the customer.
When workorders are pulled from the central office, customer history is also pulled. A technician is therefore able to lookup past customer invoices for the site, customer contracts, and location and equipment notes for the customer.
When a workorder is marked complete on the workorder, the workorder is deleted from the Remote Technician side after it updates the Central side.
The technician can print a service ticket, a completed workorder, and a customer invoice. A customer signature can be captured on the tablet pc with the tablet pen or if using a laptop, by using the mouse.
This signature will appear on the workorder printouts.
The completed workorder report. The completed workorder report form does not show pricing totals to the customer. It is presented to the customer as a confirmation receipt that the work was done. And then the actual billing occurs back at the office. This is normal when dealing with large corporations where the local site must maintain records of maintenance activity but is not billed directly.
The customer invoice printout.
In addition to the workorder area, the technician can enter and print estimates while in the field and then later upload those estimates to the home office. Estimates may also be pulled from the central datastore to provide estimate templates for the technician.
