1. Updating Status & Notifying Clients
The status dropdown is your main control switch. Changing the status often triggers automated communications:
1. Pending → Scheduled: Sends an email confirming the appointment time with an "Add to Calendar" button for the client.
2. On My Way / Start Job: Triggers a popup where you can notify the client that the technician is en route or to inform them with the official start time.
3. Complete: Marks the assessment as finished.
2. Converting to Quotes, Jobs, or Invoices
Once the assessment is done, you usually want to sell the work. You don't need to re-type the information!
Go to Quotes Tab: Click + Quote to build an estimate based on your findings.
Go to Jobs Tab: Click + Job to schedule the actual work immediately.
Go to Invoices Tab: Click + Invoice to bill for the assessment visit itself.
Linking: Any item created this way will have a "View Assessment" hyperlink. This keeps your records connected, so you can always trace a final invoice back to the original assessment that started it all.
3. Using Checklists & Attachments
Checklists Tab If you have set up mandatory checklists in your Company Settings, they will appear here.
Note: If configured, a technician may be blocked from marking an assessment as "Complete" until all checklist items are checked off.
Attachments Tab
Upload photos or documents related to the site visit.
Send with Invoice: Toggle this option if you want these photos to be attached automatically when you bill the client later.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.