Callouts
Manage your callout settings.
By Rubin and 1 other2 authors14 articles
- Manage contractor auto selection for calloutsYou can enable or disable automatic contractor selection to let the system allocate the best performing contractor.
- Manage quote requests from calloutsYou can allow contractors to raise quote requests directly from callout orders by updating contractor settings.
- Setting up additional callout questionsYou can add additional questions to callouts for specific equipment types, allowing unit users to provide responses that contractors can use to complete the work efficiently.
- Enable mandatory pictures for a calloutEnsure contractors have the right context before attending site by requiring users to upload an image when raising a callout.
- Manage auto-released calloutsYou can view orders that are being released automatically by the system and configure the bypass option.
- Manage trade-specific response timesYou can configure contractor response times for each equipment type to control which options appear when raising callouts.
- Manage Health & Safety flagged ordersYou can set up flag-specific callouts for Health and Safety.
- Error uploading a PDF file greater than 5MBExplains the PDF file size limits for uploads, provides guidance on compressing large files, and notes an exception for Electrical Inspection Testing documents, which allow uploads up to 20 MB.
- Edit the parts of an orderThis setting allows admins to update the parts on an order, including quantities and prices. It's useful when parts need to be corrected or adjusted before the order is processed.
- Edit an orderAmend an order in the system using the Admin screen, with step-by-step instructions and guidance on what to do if you need further support.
- Flag and track ordersYou can enable and use flagged orders to track and report on specific categories, or other exceptional costs.
- 24-hour order showing as an emergency calloutLearn why a 24-hour callout may show as an emergency in contractor notifications when weekend attendance is required for business-critical equipment.
- Link PMV remedial workContractors can confirm whether a job is complete when logging a visit, and if further work is needed, they can raise a quote or remedial.
- Allocate an in-house job to an engineerAllocate in-house orders to engineers, including steps to re-assign jobs and enable auto-allocation for single-engineer sites.