Under Operations, the Units view shows the equipment at your sites
and the Jobs view shows upcoming visits, service history and the
service report for each visit.
Units
Open Operations, then Units (Units is also where Operations opens).
Units are grouped by type, for example "Standard Unit" or "ADA", with a
count for each. Click a type to open it. Grid shows each unit as a small
card; List shows one row per unit.
Each unit shows:
shows as a count and type instead, for example "4 × Standard Unit".
way to you).
no date yet).
green, fair is amber, anything else is blue.
Request more equipment at the top opens the equipment request form. See
With no units the view says "No units assigned to this customer yet."
Where your units are (GPS)
When some of your units carry a GPS tracker, a map titled Where your
units are appears above the list. "Solid markers are live tracker
positions; rings are where each unit was placed." Under the map each tracked
unit shows when it went on site and either "At its placement" or how far it
is from where it was placed, with how long ago the tracker last reported.
Without tracked units the map doesn't appear.
Jobs
Open Operations, then Jobs.
with no date yet, soonest first.
completed, cancelled and skipped visits, and an open job whose date has
passed.
When nothing is upcoming, the one list is titled Jobs. With no jobs at
all it says "No jobs found for this customer."
The Overview page also shows Next Service and a short Recent Jobs
list with View all.
Each job shows:
pickup)
reads "Not scheduled", which only means it isn't finished yet.
The driver's name and an arrival window are not shown on the job row.
Dates are calendar dates, so a visit booked for the 15th shows as the 15th
wherever you are.
Job status badges
The badge shows the job's status in words, for example Pending,
Assigned, In progress, Completed, Cancelled or Skipped.
| Badge | Dot |
|---|---|
| Completed (a visit finished late also reads Completed) | Green |
| In progress | Amber |
| Cancelled | Red |
| Any other status | Blue |
Service reports
When the driver filed a report for a visit, it appears under the job:
(amber) or Unable to service (red)
the report number. If your company turned on Hide Employee Names in
Customer Portal, no name is shown, here or on the PDF.
full size.
notes and the Sign-off signature.
Anything the company marks as internal is left out, on screen and in the
PDF. When a job has more than one report, the latest is shown.
A completed visit with no report says "No service report was filed for this
visit." There is no "report pending" state: a report is either there or it
isn't. If you expected one, ask the company.
Invoices for a billing period can also show the visits behind them. See
Service details for this invoice in
Invoices, Payments and Statements.