You may find that two or more techs are on a single appointment.
Keep in mind that when this happens:
- There is exactly one of each service.
- There is one appointment (with multiple techs on it).
This means that:
- One and only one technician needs to mark services as complete
- One and only one technician needs to mark appointment as complete
- Marking the appointment as complete will clear the appointment from all devices, not just yours.
What if I accidentally marked an appointment as complete, and I need it back, or another tech is still working on it?
- Contact your office. They can view the job in ServiceTrade desktop and re-open the appointment.
What do I choose for "Service Complete?" and "Appointment Complete?" when clocking out onsite?
How to answer "Service Complete?":
- Is the service / task complete done? No need for you, or anyone else, to return for any reason? Then choose yes, the service is done. Else choose no.
How to answer "Appointment Complete?":
- If you need to come back to the job later (as in, after lunch, or a run to Lowe's, choose "No, do not remove this appointment from my list."
- If you are done BUT others are staying on the job later than you, choose "No, do not remove this appointment from my list."
- If everyone is done with this appointment, everyone is leaving, and no one will be back today, then and only then, choose "Yes, remove this appointment."
What if I need to come back tomorrow?
- The intention of appointments is to mean a specific visit on a specific day.
- To achieve maximum clarity for technicians, we recommend that the office set up multiple appointments if a job spans more than one visit.
- If you do need to come back tomorrow, and the office has not set you up with multiple appointments, you should choose "No, do not remove this appointment from my list."