How do I add a job from SWRemote?
A technician can add a job from their device if they are in the user group "Remote Tech Manager", or "Remote Tech On Call" within SuccessWare21. To Change User Groups, please follow these instructions: Changing User Groups
To add a job from SWRemote, follow these instructions:
2. The tech can search by company name, phone number, last name, or address:
3. When the search is complete, the tech will be able to select the appropriate customer from the list.
4. Click the ‘Add Job’ button. On a Phone, the Add Job will have a Page/Paper Sheet as it's Icon and it is the button to the far right.
if the Technician needs to immediately dispatch to this job, they will want to leave the date and time as is.
To create a new Customer from the field:
Go back to Step 4 and simply hit the Search button. Even though it will return results of current customers, a button called "New" will show up in the upper right hand corner. Press this button. From here you will be able to enter in all of the necessary info.