Codafication | Crunchwork | Unity Cloud | Virtual Assist

Repair Supervisor

Written by Caitlin Druery

Updated over a year ago

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How do I search for and view my jobs?	How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or job?
How do I communicate with my stakeholders?	How can I lodge a dispute, notify my seniors, and track it?
Where can I see a timeline and audit history of the Project and job?

What is workflow and how does it impact my role?

How do I view and manage my tasks?

How do I create and action tasks?

How do I create a report?	What is draft and publish in a report?
How do I revise reports?	How do I send my report to clients?

How do I create a quote?	What is Catalog? What are items, combos and bundles?
How can I add/check the margin on a quote?	What is draft and publish in a quote?
How do I revise quotes?	How do I create a variation?
How do I send my quote to clients?

How do I create a PO for Specialist Report?	How do I create a PO for make safe?
How do I create a job schedule and send purchase orders to trades?	How do I amend and update purchase orders to trades?
How do I reconcile trade purchase orders?	How can I check the margin or cost savings on a purchase order?

How do I create and send an invoice?

How do I view details of our trades?

How do I view what Postcodes are allocated to what Zones?

How do I view what Tenants are available in the system?