Complete guide to using the CRM as a service technician
As a technician, you'll use the CRM on your phone to manage jobs and communicate with the office.
MOBILE APP: The CRM works on any smartphone (iOS or Android). No special app to download - just use your phone's web browser.
LOGIN: • You'll receive an email invitation from your manager • Click the link to create your password • Log in with your email and password • You're ready to start receiving jobs
WHAT YOU CAN DO: • See jobs assigned to you • Navigate to job locations using GPS • Update job status (arriving, in progress, complete) • Take before/after photos • Record time spent on job • Send quick updates to office • See customer info and contact details
✓ You've received login email and set password
✓ You can access CRM on your smartphone
✓ You understand your daily job list
✓ You know how to navigate using GPS
✓ You can mark jobs complete and take photos
✓ You know who to call if you have questions
Contact your office manager or call the main office line. All team members are here to help you succeed. The better you use the CRM, the better organized we all are, and the more jobs we can complete.