Managing Work Orders with CorrigoPro DesktopLife of a work order – Desktop

During this tutorial we will cover…

• Accepting or rejecting a work

order

• Checking in

• Check lists

• Pausing a work order

• Checking out

• Work verification and rating

• The CruChat link

• Logging into CorrigoPro Desktop

• Locating your work orders

• The message

• The work order contact

• The service location

• The issue

• Service Level Agreement (SLA)

• Not To Exceed (NTE) amount

Log into Your CorrigoPro DesktopCorrigoProDesktoploginpageURL- https://login.corrigo.com/connect/login

LogintoyourCorrigoProDesktopusingyouremailaddressandpassword,setupduringregistration

Thenclick“LOGIN”

test@Corrigo.com………..

Locating Your Work Orders

FromyourCorrigoProDesktop,clickontheCorrigoProtile

Locating Your Work Orders

YouwillbetakentoyourCruChatspagewhereyoubeabletolocatealloftheworkorderssentbyyourconnectedcustomers

AlongthetopoftheCruChatpageyou’llfindclickablemenus,allowingyourtosearchandfilteryourCruChats.

Locating Your Work Orders

TofindanyCruChatswithworkordersthathavenotyetbeenaccepted,clickonthe“WOState”menu,clickon“WaitingforAcceptance”

Let’slookforworkordersstillwaitingforacceptance

PowerfulfilteroptionsmakeiteasytosortyourCruChatsandworkorders

Locating Your Work Orders

CruChatboxesinyellowhavenotbeenopenedorhavenewinformationthatneedstobereadThoseingrayhavealreadybeenopened

Let’sclickontheunreadworkorderstillwaitingforacceptance

Reviewing a New Work Order

AllofthedetailsoftheworkorderarecontainedwithintheCruChat,witheveryactiontimeanddatestamped

Orangetextintheworkorderisclickable

Tobegin,scrolltothetopoftheworkorder

Clickonthe“MESSAGE”linktodisplayinformationrelatedtotheworkorder,inputbythecustomer

Accompanying Message

Contactinformation,workdescription,andproceduraldetailsmaybeincludedinthemessage

Toexitthemessageboxandreturntotheworkorder,click“CLOSE”

Site Contact and Service LocationNextyouwillseethecustomer’ssitecontact,withaclickableemailorphonenumberlink

Followedbytheservicelocationwiththephysicaladdressandaninteractivemaplink

ClickingonthemaplinkwillopenthenativemappingapplicationonyourPCtoallowforspecificdirectionsandnavigationtoyourcustomer’ssite

The Issue and SLA

Belowtheservicelocationyouwillfindthereportedissueand/orrequestedtask

TheServiceLevelAgreement(SLA)fortheworkorderislistednext

BeawarethatyourcustomerwillrateyouonyourabilitytomeettheSLAtimeframes

NTE: Not to Exceed

Next,youwillseetheNotToExceed(NTE)amountforthisworkorder

TheNTEisdeterminedbythecustomerasaceilingcostfortherequestedrepairorservice

IfyouneedtorequestanincreasetotheNTEamount,clickonthe“HERE”link,the“SubmitQuote”boxwillappear

Submitting a Quote

Enterthequoteamountfortherequestedservice,andadescriptionjustifyingthequoteamount

$350.00

Newpartsneededtocompleterepairs.

Thenclick“SUBMIT”

ThecustomerwillbenotifiedoftherequestedNTEincreaseandwillhavetheopportunitytoeitheracceptorrejectthequote

Accepted Quote and the New NTE

ThedetailsoftherequestedNTEincreasearerecorded,inrealtime,intheCruChat

Inthisexample,thecustomerhasapprovedthequoteandthequoteamountisnowshownastheupdatedNTEamount

Accepting a Work Order

AtthebottomoftheoriginalCruChatworkorderdetails,youwillbepromptedtoeither“ACCEPT”or“REJECT”theworkorder

Click“ACCEPT”toaccepttheworkorderor“REJECT”torejecttheworkorder

TheactionwillbetimestampedintheCruChat,andthecustomerwillbenotifiedthattheirworkorderhasbeenacceptedorrejected

Ifyouacceptaworkorder,anewavailableactionto“CHECKIN”andbegintheworkwillappear

Assigning a Work Order

WhenaworkorderisaccepteditcanbeassignedtoafieldtechnicianoraSubtocompletethework

Clickonthetwo-personsilhouetteiconattheupperrightoftheCruChat

Assigning a Work Order

CruMembers andconnectedSubswillappear,seetheexampleontheleftNames thataregrayed-outareCruLeadswhichareautomaticallyincludedonallCruChats

Toassignwork,clickthecheckboxtotherightofthedesiredSuborCruMember's name

EnteraCruChattextmessageandclick“Send”PleasetakecareofthisWO.

TheCruChat reflectstheaddedCruMemberandassignmentoftheworkorder

Theworkorderisnowassigned

Checking In to START the Work Order

WhenaCruMemberorSubisassignedaworkorder,theywillberequiredtocheck-intostarttheworkorder

IfintheDesktop,clickorange“CHECKIN”tostarttheworkorder

TheCruChatwillupdatewithanoteindicatingthelocationofthepersonthathascheckedinandbegunwork

Thecustomerwillknowthatthetechnicianwaswithinacertainproximitytothesitewhencheckingin,anditbeginstotracktimesothatboththecustomerandserviceproviderknowhowlongittakestocompletethejob

Pausing a Work Order

Sometimesyouwillneedtopausetheworkorderifthetechniciantakesabreakorleavesthesiteattheendofthedayonamulti-dayproject

Clicktheorange“PAUSE”link

OnceagaintheCruChatwillbenotedtorecordthattheworkorderhasbeenpaused

Whenthetechnicianisreadytorecommenceworktheyclickon“CHECKIN”

Checking Out and Completing the Work Order

Whentheworkiscompleted,clickontheorange“CHECKOUT”link

The“CompleteWorkOrder”windowwillopenwhereyoushouldenterdetailedcommentsabouttheworkthatwascompleted - these commentswillbeavaluablesourceofinformationandrecordforbothyouandyourcustomer

Allrepairsweremadeandproducttested.

Repair Category and Repair Code

Afterenteringyourcomments,selecta“REPAIRCATEGORY”byclickingandaccessingtherepaircategorylist

Repair Category and Repair CodeThenyouwilldothesameforthe

“REPAIRCODE”

Andclick“COMPLETE”

Verifying and Rating the Work

When thetechnicianhascheckedoutandtheworkorderhasbeencompleted,thecustomerwillreceivenotification

Customersmayratetheworkduringtheirverificationprocess,andtheratingwillappear,withcomments,intheCruChatverificationmessage

Ifyourcustomerhasimplementedtheverificationstepasarequirementintheworkorderprocess,youwillonlybeabletoinvoicethecustomeroncetheirverificationandworkratinghavebeencompleted

The CruChat Link

ToshareaCruChatconversationviaemailortext,clickonthelinkiconattheupperrightoftheCruChatwindow

ThiswillgenerateanactiveCruChatlinkwhichyoucancopyandpaste

Sincethelinkislive,itwillalwaysshowthecurrentconversation - iftheconversationcontinues,openthelinkagaintoseethenewcontent

ThisisapowerfultoolforarchivingCruChatconversationsorreferencingspecificworkordersanddetails

QuestionsContact Corrigo via phone or online:

https://corrigopro.com/contactus/