Using Tech Pro II

This Help File Page was last Modified on 09/21/2020

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Using Tech Pro II

This Help File Page was last Modified on 09/21/2020

Getting Started with Tech Pro II

If you are the Service Manager, read the Operational Overview for the Service Manager chapter.

That chapter provides a review of how Technicians are Scheduled, Dispatched, Tracked, Inventory is accounted for, and their Labor Hours are posted within the Service Tracking System of MKMS

This Tech Pro II app connects and posts directly to that Service Tracking System

 

The Tech Pro II App may be used on a smart phone, tablet or iPad: and/or by entering the correct URL and Login information into almost any device (laptop, desktop PC, etc.) that has access to an Internet Web Browser.

 

HelpFilesTechPro-IIForm

Default Tech Pro II page displayed when the application or Web Page is opened

 

LOGIN - The first step is to Click (Tap) this LOGIN option to open the Log-in page.

 

HelpFilesTechPro-II-Login

Tech Pro II - Log-in page

 

Username - Click (Tap) the title Username and enter your assigned User name

Password - Click (Tap) the title Password and enter your assigned Password

ID - Click (Tap) the title ID and enter your assigned ID

 

Remember me - Check (Tap) on this Check box to have your Username and ID filled in automatically the next time you open Tech Pro II

You will always have to enter your assigned Password.

The Ticket List page will be displayed

 

The Ticket List page offers a QUICK VIEW of each listed Service Ticket (Work Order) - currently assigned to the Technician who just logged on - that is scheduled Today

 

HelpFilesTechPro-II-StartUpForm

Tech Pro II page with Ticket List Quick Views

 

There are two options on the top of the Ticket List page:

 

HelpFilesTechPro-II-TicketListOptions

Tech Pro II page - Ticket List page - 2 Option

 

1.SCHEDULE DATE - By default, the Schedule Date will be set as Today  

Click (Tap) the Date box to display a Calendar Date Selection pop-up

oSlide the Month, Day, or Year columns up or down - as needed - and Click (Tap) DONE to reset the Schedule Date

Or, Click (Tap) the Left < or Right > Arrow to move the Schedule Date Forward or Backward, one Day at a time

 

HelpFilesTechPro-II-TicketListPage-ScheduleDate

Tech Pro II Ticket List page with Calendar Date Selection pop-up

 

2.Tech Status - By default, the Technician's work Status will be set to Idle.

The Technician's current working status can (should) be maintained in real time.

Click (Tap) the box to the right of the Tech Status title to display the Tech Status Change page

Or, use the 3 Bar Menu Icon HelpFilesTechPro-II-HamburgerMenuIcon (see hand pointer pictured in Using the Ticket List page Options discussion below) and choose My Status

 

HelpFilesTechPro-II-TicketList-TechStatusChangeOptions

Tech Pro II  - Tech Status Change options

 

Using the Ticket List page Options Menu

 

HelpFilesTechPro-II-HamburgerMenuIcon - Click (Tap) the 3 Bar Menu Icon to display the Ticket List page's Options Menu

 

HelpFilesTechPro-II-TicketListMenu

Tech Pro II Ticket List page Options Menu

 

My Status - This My Status option displays the Tech Status Change page

 

HelpFilesTechPro-II-TicketList-TechStatusChangeOptions

Tech Pro II  - Tech Status Change options

 

My Appointments - This My Appointments option displays the My Appointments page

 

HelpFilesTechPro-II-TicketList-MyAppointments

Tech Pro II  - My Appointments page

 

Help Tips - Click (Tap) this Help Tips option to display the associated Help Tips page

 

HelpFilesTechPro-II-CSIDSearch-HelpTips

Tech Pro II  - Help Tips page (Under Development)

 

Logout -The Logout option is on the Ticket List page's Menu

 

HelpFilesTechPro-IITicketListPageMenu-LogoutOption

Tech Pro II - Ticket List page - Menu - Logout option

 

Click (Tap) Logout

 

HelpFilesTechPro-II-LogoutOption

Tech Pro II - "LOGOUT" option

 

The Technician will be disconnected and Tech Pro II will re-display the initial LOGIN page.

 

HelpFilesTechPro-IIForm

Tech Pro II - "LOGIN" page is re-displayed after Logout

 

QUICK VIEW - Each Service Ticket in the Ticket List offers a Quick View section with the basic information for that selected Service Ticket

 

HelpFilesTechPro-IIServiceTicketQuickView-Options

Tech Pro II - Ticket List - QUICK VIEW option

 

Click (Tap) this QUICK VIEW option to display its Ticket Quick View page.

 

HelpFilesTechPro-IIServiceTicketQuickViewpage

Tech Pro II - Ticket Quick View page

 

Click (Tap) the Left Arrow next to the Ticket Quick View page's title (shown above) to return to the Ticket List page.

 

HelpFilesTechPro-II-StartUpForm

Tech Pro II - Ticket List page

HelpFilesTechPro-II-CSIDSearch-AddTestTimeIcon - Click (Tap) the three vertical dots option to the far right of the Quick View title of a selected Service Ticket to display that Ticket's Quick View Menu

 

HelpFilesTechPro-IIServiceTicketQuickViewMenu

Tech Pro II - Quick View - Menu options

 

1)Quick View - Click (Tap) this Quick View option to open the Ticket Quick View page for the selected Service Ticket.

 

HelpFilesTechPro-IIServiceTicketQuickViewpage

Tech Pro II - Ticket Quick View page

 

Click (Tap) the HelpFilesTechProII-TicketQuickViewLeftArrow left arrow Ñ to return to the Ticket List page

 

2)Edit Ticket - Click (Tap) this Edit Ticket option to display the Service Ticket page for the currently selected Service Ticket

This Service Ticket page has five (5) Tabs on the top and a HelpFilesTechPro-II-HamburgerMenuIcon 3 Bar Menu Icon (see hand pointer in the illustration below) which is used to display the Service Ticket page's Menu.options

 

HelpFilesTechProII-ServiceTicketPageWithTabs

Tech Pro II - Service Ticket page with Tabs and Menu Icon

 

Click (Tap) the HelpFilesTechProII-ServiceTicket-LeftArrow left arrow Ñ to return to the Ticket List page

See the "Understanding and Using the Service Ticket page's Service Ticket Menu.options" discussion below.

 

3)Pictures - Click (Tap) this Pictures option to open the Pictures page for the selected Service Ticket.

This Pictures page has three Icons: 1) Camera, 2) Refresh, and 3) Help ("?").

 

HelpFilesTechProII-ServiceTicketPicturesPage

Tech Pro II - Service Ticket - Pictures page

 

i.Camera - Click (Tap) this Camera option to open Camera page

This page provides a test image and four (4) Icons - 1) Take Picture, 2) Discard Picture, 3) Save Picture, 4) Cancel session

 

HelpFilesTechProII-ServiceTicketPicturesPageWithImage

Tech Pro II - Service Ticket - Pictures page - with test image

 

ii.Refresh - Click (Tap) this Refresh option to download the most recent data from the host server.

iii.Help - Click (Tap) this Help option to view a brief Help page (Under Development)

Click (Tap) the HelpFilesTechProII-Pictures-LeftArrow left arrow Ñ to return to the Ticket List page

 

4)Service History - Click (Tap) this Service History option to display the Customer's Service History List of the selected Service Ticket.

 

HelpFilesTechProII-ServiceTicket-CustomerServiceList

Tech Pro II - Service Ticket - Customer's Service Hist(ory) page

 

Click (Tap) the HelpFilesTechProII-ServiceTicket-CustomerServiceHist-LeftArrow left arrow Ñ to return to the Ticket List page

 

5)Download offline - Click (Tap) this Download offline option to download a full data set for the selected Service Ticket

This selection will return you to the Ticket List page when the download is completed

 

Understanding and Using the Service Ticket page's Service Ticket Menu.options (shown in the illustration below):

Based on what data was previously entered for this Account, some options shown in the illustration below may not appear on every Service Ticket's Menu

 

HelpFilesTechPro-IIServiceTicketHamburgerMenuOptions

Service Ticket page - Service Ticket Menu options

 

HelpFilesTechPro-II-HamburgerMenuIcon - Click (Tap) the 3 Bar Menu Icon on the Service Ticket page to display its Service Ticket Menu.options

 

1)My Status - Click (Tap) My Status to display the Tech Status Change page   .

 

HelpFilesTechPro-II-ServiceMenu-MyStatusOption-TechStatusChangePage

Service Ticket Menu - My Status option - Tech Status Change page

 

a.Click (Tap) your (now/changed to) current Status

b.Click (Tap) OK

 

2)Parts & Materials - Click (Tap) this Parts & Materials option to display the Parts List page.

a.The Parts List page will be displayed with the Material tab selected

b.This Parts List page will list the Materials previously recorded as Used (see 3) Install List below) to Complete this Service Ticket

c.If no Materials have been identified as Used, a "No part assigned" message will be shown

 

HelpFilesTechPro-IIServiceTicket-PartsListpage-NoEntriesYet

Service Ticket Menu - Parts & Materials option - Parts List page

 

d.The Add Material Item page is used to identify a Material Item which has been used to Complete this Service Ticket    

i.The Installation List page page - accessed from the Install tab (see 3) Install List below) on the Service Ticket page - may also be used to identify items which have been used to complete this Work Order (Service Ticket)

 

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this page to display the Add Material Item page.

 

e.Item Code - Enter the Inventory Item's ID code for the Material that was used , OR

f.HelpFilesTechPro-II-CSIDSearch-SearchIcon - Click (Tap) the Search Icon to open the Sale Item Search page.

i.Item - Enter the desired Inventory Item's ID code

ii.Click (Tap) the Search Icon on the Sale Item Search page to view a list of Items matching the entry.

iii.Click (Tap) the Item matching what was Used.

 

HelpFilesTechPro-IIServiceTicket-AddMaterialItem-SaleItemSearchPage

Sale Item Search page with required item

 

iv.Click (Tap) the OK button to close the Sale Item Search page and return to the Add Material Item page

v.The Add Material Item page will be re-displayed with that selected Item inserted.

 

HelpFilesTechPro-IIServiceTicket-AddMaterialItem

Service Ticket Menu - Parts & Materials option - Parts List page - Add Material Item page

 

g.Warehouse - Once the required Item has been identified, identify from where is was taken.

i.By default, the Main (default) Warehouse will be inserted in the Warehouse field.

ii.If the Item was retrieved from a different Warehouse, Click (Tap) the down-arrow to open the Warehouse selection pop-up

 

HelpFilesTechPro-IIServiceTicket-AddMaterialItem-WarehouseSelectionList

Service Ticket Menu - Parts & Materials option - Parts List page

Add Material Item page - Warehouse selection pop-up

 

iii.Click (Tap) on the correct Warehouse.

iv.Click (Tap) the OK. option to return to the Add Material Item page

 

h.Quantity - By default, the Quantity used will be set a "1".

i.If this is incorrect, Click (Tap) on up-down arrow to set the actual number used.

 

HelpFilesTechPro-IIServiceTicket-AddMaterialItem-QuantityArrows

Service Ticket Menu - Parts & Materials option - Parts List page

 Add Material Item page - Quantity selection arrows

 

i.Save - Click (Tap) Save to record the Used Inventory Item.

 

HelpFilesTechPro-IIServiceTicket-AddMaterialItem-WithData

Service Ticket Menu - Parts & Materials option - Parts List page

Add Material Item page - Save option

 

j.Notification - If the Item you (attempted to) add was not Reserved in advance for this Service Ticket, it cannot be added to the Parts List page.

i.Click (Tap) DISMISS to return to the Parts List page.

 

HelpFilesTechPro-II-InsufficientReservedInventory

Service Ticket Menu - Parts & Materials option - Parts List page

Add Material Item page - Notification pop-up

 

3)Install List - Click (Tap) this Install List option to display the Installation List page.

i.This Installation List page is displayed for information only unless a specific listed item was actually used to complete the selected Service Ticket

ii.The contents of the Installation List corresponds to the content of the Parts List tab of the selected Work Order (i.e., Service Ticket)

iii.No changes are permitted to quantity or description.

 

HelpFilesTechProII-ServiceMenu-InstallListOption-InstallationListPage

Service Ticket Menu - Install List option - Installation List page - no pre-defined Parts List items

 

When any Installation List page item was actually Used to complete the selected Service Ticket, Tap (Click) the USE option (see below) of that item

HelpFilesTechProII-ServiceMenu-InstallListOption-InstallationListPage-WithData

Service Ticket Menu - Install List option - Installation List page - with pre-defined Parts List items

 

i.USE - Tap (Click) the USE option to indicate the selected item was actually used while completing this Service Ticket  

 

HelpFilesTechProII-ServiceMenu-InstallListOption-InstallationListPage-UseItem

Installation List page - with pre-defined Parts List items - Use item pop-up

 

ii.Specify the quantity to use - By default, this will be the Quantity (Qty) identified for this item but it may be changed, as appropriate

iii.Use - Tap (Click) the Use option to record this usage

iv.This information (Item and Quantity used) will be added to the Material tab of the Service Ticket page

 

4)Labor - Click (Tap) this Labor option to display the Time Sheets page.

 

HelpFilesTechProII-ServiceMenu-LaborOption-TimeSheetPage

Service Ticket Menu - Labor option - Time Sheets page - No labor registered

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this page to Time Sheets page where labor time worked by this Technician may be identified

 

HelpFilesTechProII-ServiceMenu-LaborOption-TimeSheetEntryPage

Service Ticket Menu - Labor option - Time Sheets - Labor Entry page

 

i.Tech Rate - By default, the Tech Rate used will be set the highest rate.

If this is incorrect, Click (Tap) on up-down arrow to open the Tech Rate pop-up where you can select the correct Rate.

 

HelpFilesTechProII-ServiceMenu-TimeSheetEntryPage-TechRateSelection

Service Ticket Menu - Time Sheets page - Tech Rate entry

 

ii.Hours - Enter the Labor Hours worked.  Decimal entries are permitted.

iii.Comments - Enter any Comment that will better clarify this Labor charge

 

HelpFilesTechProII-ServiceMenu-LaborOption-CompletedTimeSheetEntry

Service Ticket Menu - Time Sheets page - with data

 

iv.Save - Click (Tap) the Save option to record this Time Sheet entry

v.You will be returned to the Time Sheets page with this Time Sheet information added.

 

HelpFilesTechProII-ServiceMenu-LaborOption-TimeSheetWithEntry

Service Ticket Menu - Time Sheets page - Labor charge detail included

 

Click (Tap) the HelpFilesTechProII-ServiceTicket-TimeSheets-LeftArrow left arrow Ñ to return to the Ticket List page

 

5)Services Performed - Click (Tap) this Services Performed option to display the Service tab titled Services Performed

 

HelpFilesTechProII-ServiceMenu-ServiceNotesOption-ServiceNotesPage

Service Ticket Menu - Service Notes option - Service Notes page

 

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this page to display the Add new service note pop-up

 

HelpFilesTechProII-ServiceMenu-ServiceNotesOption-ServiceNotesPage-AddNewServiceNotesPopUp

Service Ticket Menu - Services Performed option - Services Performed page - Add new service note

 

i.Type you note here - Enter any service related notes and/or comments to briefly describe the work performed.

ii.Type your note here - Click (Tap) this line and enter the required Note

iii.ADD NOTE - Click (Tap) this option to record the Note

 

The Services Performed page will be displayed with this Service Note added to the list

 

HelpFilesTechProII-ServiceMenu-ServiceNotesOption-ServiceNotesPageWithEntry

Service Ticket Menu - Services Performed option - Services Performed page - with entry

 

Click (Tap) the Services Performed left arrow Ñ to return to the Ticket List page

 

6)Panel, Zones & Testing - Click (Tap) this Panel, Zones & Testing option to display the Panels List page.

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-PanelsListPage

Service Ticket Menu - Panels, Zones & Testing option - Panel List page

 

i.The Panels List page has four tabs (Panels, Zones, On Test, To Test)

ii.Each of the Panels (CSIDs) listed on this Panels List page may have its own set of Zones and each listed Panel may be individually placed On Test

iii.The Panels List page also has its own Menu (as shown below) and each of these Menu options is explained below.

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-PanelsListPage-MenuOptions

Service Ticket Menu - Panels, Zones & Testing option - Panel List page - Menu options

 

HelpFilesTechPro-II-HamburgerMenuIcon - Click (Tap) the 3 Bar Menu Icon on the Panel List page to display its Menu.options

 

i.Zones option displays the Zones page with a list of the CSID Zones defined with a Physical Zone and Description (but not an Alarm Condition Code) for the selected Panel.

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ZonesPage

Service Ticket Menu - Panels, Zones & Testing option - Panel List page's Menu - Zones option

 

a.Each Zone may also be individually Placed On Test

1.Click (Tap) the CSID Slide Button to the Right to Put the selected Zone On Test (or slide it to the Left to take the Zone Off Test)

 

b.Each Zone has its own Add Test Time option

 

HelpFilesTechPro-II-CSIDSearch-AddTestTimeIcon - Click (Tap) the three vertical dots option to open the Add Test Time pop-up to increase the duration of the On Test Time

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ZonesPage-AddTestTime

Panels, Zones & Testing option - Panel List page - Zones page - Add Test Time - pop-up

 

c.Additional Zones may be placed On Test:

 

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this Zones page to display the Add New Zone page

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ZonesPage-AddNewZone

Panels, Zones & Testing option - Panel List page - Zones page - Add New Zone page

 

1.CSID - The CSID is inserted by the App

2.Physical Zone -  Enter the new Zone (exactly as it will be transmitted to the Central Station)

3.Description - Enter a brief description of this new Zone

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ZonesPageWithAddedZone

Service Ticket Menu - Panels, Zones & Testing option - Panel List page's Menu - Zones option with new Zone Added

 

4.Save - Click (Tap) Save to record this new Zone.

5.The Zones page will be displayed with the new Zone added to the list (as shown below)

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ZonesPageWithAddedZone

Service Ticket Menu - Panels, Zones & Testing option - Panel List page's Menu - Zones option with new Zone Added

 

ii.Active Tests option displays the Active Tests page with a list of the CSID Zones which are currently On Test.

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ActiveTestPage

Service Ticket Menu - Panels, Zones & Testing option - Panel List page's Menu - Active Tests page

 

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this Active Tests page to display the Add Test Zone page

 

1.CSID - The CSID is inserted by the App

2.Zone -  Enter the Zone to be placed On Test

3.Signal - Enter Alarm Condition this Zone reports

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ActiveTestPage-AddTestZone

Service Ticket Menu - Panels, Zones & Testing option - Panel List page's Menu - Active Tests page - Add Test Zone page

 

4.Save - Click (Tap) Save to record this new Test Zone.

5.The Active Test page will be displayed with the new Active Test Zone included in the list (as shown below)

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-ActiveTestPage-WithNewActiveTestZone

Panels, Zones & Testing option - Panel List page's Menu - Active Tests page - with new Active Test

 

iii.Required To Test option displays the Zones page with a list of the CSID Zones which are required to send a Test Signal (aka Unverified Zones).

 

HelpFilesTechProII-ServiceMenu-Panels-ZonesTestingOption-RequiredToTestPage

Service Ticket Menu - Panels, Zones & Testing option - Zones page - required To Test tab

 

iv.Call List - See 7) Call List immediately below

v.Pictures -  See 3) Pictures above

vi.Help Tips -  See Help Tips at the beginning of this chapter

 

7)Call List - Click (Tap) Call List to display the Contact List page.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-CallListPage

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu - Contact List page

 

HelpFilesTechPro-II-CSIDSearch-AddTestTimeIcon - Click (Tap) the three vertical dots option on the Contact List page to open the Contact List - Edit Options pop-up

 

HelpFilesTechProII-ServiceTicketMenu-Edit-CallListPage-DeleteEditPhone

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu - Contact List page - Menu options

 

1.Edit Contact - Click (Tap) this Edit Contact option to display the <>?<> Edit Contact <>?<> page

 

HelpFilesTechProII-ServiceTicketMenu-Edit-EditContactPage

Service Ticket page Menu - Call List option - Contact List page - Edit Contact page

 

a.Modify the Contact information as needed.

b.Save - Click (Tap) Save to record this new Contact information.

 

2.Delete Contact - Click (Tap) this Delete Contact option to Delete the currently selected Contact.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-ContactPage-DeleteConfirmation

Service Ticket page Menu - Call List option - Contact List page - Delete Contact Confirmation

 

3.Add New Phone Number - Click (Tap) this Add New Phone Number option to display the <>?<> Ad New Phone Number <>?<> page

 

HelpFilesTechProII-ServiceTicketMenu-Edit-AddNewPhonePage

Service Ticket page Menu - Call List option - Contact List page - Edit Contact page - Add New Phone

 

i.Type - Click (Tap) the Type (default entry is Home) down-arrow to open the Type pop-up to Choose the Type of Telephone for this Contact's Telephone Number entry.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-AddNewContactPage-Type

Contact List page - Add New Contact - Type of Telephone

 

ii.Number - Enter the Telephone Number starting with 1 and formatting will automatically be applied to the remaining part of the telephone number

iii.Ext - Enter any extension that must be used.

iv.Notify Alarms by Sms: - Click (Tap) the box to indicate that Text Messages may be sent when an Alarm Signal is Dispatched.

v.Order - Click (Tap) on up-down arrow to set this Telephone Number's Calling Order position.

vi.Save - Click (Tap) Save to record this Contact information.

 

4.Add New Contact - Click (Tap) this Add New Contact option to display the <>?<> Add New Contact <>?<> page

 

HelpFilesTechPro-II-ServiceTicket-AddItemIcon - Click (Tap) the Add Icon at the bottom of this Contacts List page to display the Add New Contact page

 

HelpFilesTechProII-ServiceTicketMenu-Edit-AddNewContactPage

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Contact List page - Add New Contact

 

i.CSID - The CSID is inserted by the App

ii.Name - Enter their Name

iii.EMail - Enter their Email Address, if available

iv.Address - Enter their Address, if available

v.City - Enter their City, if available

vi.State - Enter their State Code, if available

vii.Zip - Enter their Zip Code, if available

viii.User Number - Enter the Contact's User Number if appropriate.

ix.Type - Click (Tap) the Type (default entry is Home) down-arrow to open the Type pop-up to Choose the Type of Telephone for this Contact's Telephone Number entry and Click (Tap) OK.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-AddNewContactPage-Type

Contact List page - Add New Contact - Type of Telephone

 

x.Number: - Enter the Telephone Number starting with 1 and formatting will automatically be applied to the remaining part of the telephone number

xi.Ext - Enter any extension that must be used.

xii.Notify Alarms by SMS -

xiii.Order - Click (Tap) on up-down arrow to set this Telephone Number's Calling Order position.

xiv.Save - Click (Tap) Save to record this new Contact.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-CallListPage-NewContactEntry

Contact List page - Add New Contact - New Contact entry

 

8)Customer Signature - Click (Tap) Customer Signature to display the Signature page.

 

HelpFilesTechProII-ServiceTicketMenu-Edit-SignaturePage

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu - Signature page

 

i.Type your name: - The Customer should Type their Name and it will be signed.

ii.Using a stylus or their finger, have the Customer sign their name.

iii.Sign - Click (Tap)  Sign   to accept that signature

iv.Clear - Click (Tap)  Sign   to get a new copy of their signature

v.Cancel - Click (Tap)  Cancel   to abort getting their signature

 

9)Process Payment - Click (Tap) Process Payment to display the Payment page.

Type - The default Payment Method is Credit Card.

a) Click (Tap) the Type down-arrow to open the Type pop-up to Choose a different Payment Method's Type if needed.

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-PaymentTypePop-Up

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Process Payment option - Payment page - payment method Type pop-up

 

b)Description - Enter a brief description of the payment, if appropriate.

 

Credit Card - If Credit Card was selected as the Payment Method Type, the   Credit Card Information   sub-header will be displayed.

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Payment page - Credit Card Information

 

i.Card Type - Click (Tap) the down-arrow to open the Card Type selection pop-up a

a)Card Type - Click (Tap) the correct Credit Card Type  

b)Save - Click (Tap) OK

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-CreditCardTypes

Payment page - Credit Card Information - Card Type pop-up

 

ii.Credit Card Number: Enter the Credit Card Number

iii.Card Expiration (MMYY): Enter the Expiration Date using a four digit MMYY format

iv.Card Holder Name: Enter the Name as it appears on the Credit Card

v.Street Address: Enter the Billing Address street address (optional)

vi.City: Enter the Billing Address City (optional)

vii.State: Enter the Billing Address State Code  (optional)

viii.Zip Code: Enter the Billing Address Zip Code

ix.Amount: Enter the Amount to be paid (it will be defaulted to the Payment Total initially shown below)

x.Payment Total: Value inserted is based on the charges displayed in the Estimate section on the Service Ticket page which may be amended by entering a different Amount above.

xi.Pay - Click (Tap)  PAY  to record this Payment information

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-WithCredtiCardData

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Payment page - Credit Card Information - Ready to Process

 

e-Check - If e-Check was selected as the Payment's Type, the   Bank Account Information   sub-header will be displayed.

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-PaymentType-eCheck

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Payment page - Bank Account Information

 

i.Check Number: Enter the Check Number the customer will use to track this payment.

ii.Bank Account:  Enter the customer's Bank Account number

iii.Routing: Enter the customer's Bank Account number

iv.Account Holder Name:  - Enter the Name on this Bank Account

v.Amount: Enter the Amount to be paid (it will be defaulted to the Payment Total initially shown below)

vi.Payment Total: Value inserted is based on the charges displayed in the Estimate section on the Service Ticket page which may be amended by entering a different Amount above.

vii.Pay - Click (Tap)  PAY  to record this Payment information

 

Paper Check -  If Payer Check was selected as the Payment's Type, the   Payment   header will be displayed as shown below

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-PaymentType-PaperCheck

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Payment page - Paper Check

 

i.Description - Enter any description or comment needed

ii.Check Number: Enter the Check Number the customer used for this payment.

iii.Amount: Enter the Amount to be paid (it will be defaulted to the Payment Total initially shown below)

iv.Payment Total: Value inserted is based on the charges displayed in the Estimate section on the Service Ticket page which may be amended by entering a different Amount above.

v.Pay - Click (Tap)  PAY  to record this Payment information

 

Cash - If Cash was selected as the Payment's Type, the   Payment   header will be displayed as shown below

 

HelpFilesTechProII-ServiceTicketMenu-PaymentPage-PaymentType-Cash

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Payment page - Cash

 

i.Description - Enter any description or comment needed

ii.Amount: Enter the Amount to be paid (it will be defaulted to the Payment Total shown below)

iii.Payment Total: Value inserted is based on the charges displayed in the Estimate section on the Service Ticket page which may be amended by entering a different Amount above.

1.The Material tab on the Service Ticket page is used to identify the inventory item(s) used and the associated cost and is included in the Estimate

2.The Labor tab n the Service Ticket page is used to identify the hours required and the associated cost and is included in the Estimate

iv.Pay - Click (Tap)  PAY  to record this Payment information

 

Notification - Once the Payment is recorded, the Receipt number - which serves as a Confirmation number for this transaction will be displayed

 

HelpFilesTechProII-ServiceTicketMenu-PaymentNotification-ReceiptNumber

Ticket List - Quick View section - Edit Ticket option - Service Ticket page with Notification number

 

i.Tap (Click) the DISMISS option and the Service Ticket page will be re-displayed

 

10) Complete Ticket - Click (Tap) Complete Ticket to display the Ticket completion page.

 

HelpFilesTechProII-ServiceTicketMenu-CompletePage

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu - Ticket completion page

 

i.Payment - Click (Tap) Payment to display the Payment page [see item 9) Process Payment above].

 

ii.Signature - Click (Tap) Signature to display the Signature page [[see item 8) Customer Signature above].

 

iii.Edit Service Notes - Click (Tap) on any Service Note line to edit the Service Note

These edits are temporary to the current time so the Service Ticket must be completed immediately after the edit.

Otherwise, go to the Service Notes page and add additional Notes as needed  [see item 5) Service Notes above].

 

iv.Resolution Type - Click (Tap) the Resolution Type down-arrow to open the Resolution Type pop-up to Choose the appropriate Resolution Type description.

 

HelpFilesTechProII-ServiceTicketMenu-CompletePage-ResolutionTypesPopUp

Ticket List - Quick View section - Edit Ticket option - Service Ticket page Menu

Ticket completion page - Resolution Type pop-up

 

Click (Tap) the appropriate Resolution Type

Click (Tap) OK

 

v.Complete - Click (Tap) Complete when finished and you have reviewed steps i. to iv.

 

HelpFilesTechProII-ServiceTicketMenu-CompletePage-CompleteConfirmationPopUp

Service Ticket page - Ticket completion - Confirmation pop-up

 

Confirmation - Click (Tap) OK.

 

HelpFilesTechProII-ServiceListPage-ServiceTicketQuickView-MarkedCompleted

Ticket List page - Quick View section - Ticket Completed

 

The Ticket List page will be displayed and the associated Quick View data will indicate that this Service Ticket has been Completed.

Tech Status - Click (Tap) the box to the right of the Tech Status title to display the Tech Status Change page (see 2. Tech Status above) and re-set your Status appropriately

 

HelpFilesTechPro-II-TicketList-TechStatusChangeOptions

Tech Pro II  - Tech Status Change options

 

11) Pictures - When appropriate, the Technician may want to photograph some portion of their work. - See 3) Pictures above for more information

 

12) Help Tips - When available, the Technician may Click (Tap) to display the associated Help Tips page - See Help Tips above