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Tradesmen Tutorials - Estates Helpdesk

(Click the relevant link to activate the tutorial)

Create Requests
Add a request on behalf as yourself or on behalf of a customer This tutorial will show you how to create a request on behalf of yourself or ob behalf of soemone else. It will also show how to enter a Warwick cost code to be used when recharging the customer for the work
Filter and search for jobs
Job search options

This tutorial will show you how to use the search box (top right of the screen) to find jobs by either all or part of a job number and also keywords from the job description

Filter your jobs list to find only statutory maintenance jobs This tutorial will show you how to identify and filter by Statutory Planned Maintenance jobs
Post updates to jobs
Awaiting Access

This tutorial will show you how to update a customer’s request to report any problems gaining access once attended, typically couldn’t gain access to a location including booked Centrally Timetabled (CTT) Rooms

Awaiting Parts This tutorial will show you how to update a customer’s request to report you attended but on inspection found parts needed ordering, when reporting awaiting parts always put an estimated date of when both the parts will have arrived AND fitted
Awaiting Shutdown

This tutorial will show you how to update a customer’s request to report that the job is delayed awaiting to organised along with a planned shutdown, when updating the job please indicate when the planned shutdown if know will occur

Awaiting information from the customer This tutorial will show you how to update a customer’s request to show that youve attended and indenfied tht parts and materials are required to progress the job. Please always included an estimated date for the delivery and fitting of parts & materials and also the part or full completion of the job
Recording that youve passed the job onto a contractor This tutorial will show you how to update a customer’s request to inform the helpdesk that youve passed the job onto a third party contractor, to either part complete or complete the job. Its essential that you dont mark the job as closed\complete when passing the job to a contractor
Recording time against jobs
Recording time against a job This tutorial will show you how to search for a job already assigned to another tradesman and then record your time against it and as 'In Progress: Assisted'
Recording Standard Time, Time & Half and Double Time This tutorial will show you how to enter single time, time & a half and double time