Skip to main content

Do the work in TechView

Technicians open the job in TechView on the workshop tablet or their phone. From there they:

  1. Update the status to Active when they start, and to On Hold if they're waiting on parts or the customer's approval. Job statuses.
  2. Tick off each task as it's completed.
  3. Log their time with time logs or the timer, so you can compare the time spent against the estimate. How to time jobs.
  4. Add notes and photos to the job. These show up in the office straight away.
  5. Set the status to Workshop Complete when the work is done.

Time logs

tip

Found extra work along the way? Once the customer agrees to it, add it as a task on the job in the office. That way it gets done in the workshop and ends up on the invoice too.

info

Once a job is Workshop Complete, it appears in the Jobs Not Invoiced report until you add the Invoiced tag. Nothing finished in the workshop gets forgotten.