Fill in the customer and machine details, then assign a field engineer. The job will appear in Approve Job for GM review before being dispatched.
🏢 Customer & Visit Details
👤 VISIT COORDINATOR (picks from Team)
The selected person's name + designation appear on the customer PDF and feedback form. Low-rating alerts route here first. Leave as — None — to use the Primary Escalator (acting GM) automatically.
🎯 Purpose of This Visit *
Pick what best describes this visit. This becomes the title of the customer's service report, the email subject line, and the header of their feedback form.
Don't see the right fit? Use + Add new purpose… — it'll be available for future jobs too.
⚙️ Machines at This Site
👷 Assign Field Engineer
📍 What happens after you submit?
1
Pending GM Approval
Job sits in the Approve Job tab. GM reviews details, edits if needed, and dispatches to the engineer.
2
Engineer App Notified
Once dispatched, the job appears in the engineer’s phone app. They accept and travel to site.
3
Before Start Approval
Engineer photographs each machine. Office verifies serial numbers and approves start via Approve Start tab.
4
Calibration & Closure
Engineer records calibration data and captures final photos. Office approves completion per machine.
5
Exit & Archive
Engineer submits signed service report. Office approves exit via Approve Exit. Job moves to History with full audit trail.
⚠️ Serial Number is critical. The office verifies it from before-start photos against this job card. Enter it exactly as shown on the machine’s label.
📝 Special Instructions are shown to the engineer before they accept the job. Use it to mention: reference standards needed, access procedures, time constraints, customer-specific requirements.