After-Hours Calls with Two Technicians

Technician Quick Reference Guide: After-Hours Calls with Two Technicians

When two technicians are required on an after-hours job, follow one of the options below.

---

Option 1 (Best Method)

📞 Call the After-Hours Dispatcher

Ask the dispatcher to assign the work order to the second technician.

This allows:

• Each technician to enter their own labor and parts

• Proper inventory tracking

• Accurate work order documentation

---

Option 2 (If Dispatcher Is Not Available)

If the Primary Technician creates the work order and later requires help:

⚠ A work order created on your device cannot be assigned to another technician.

---

Step 1: Primary Technician Creates Work Order

1. Use Customer Lookup.

2. Create a new work order.

3. Travel to the job site and begin work.

---

Step 2: Enter Work Details

After completing the work:

The Primary Technician enters:

• Travel

• Labor

• Parts

• Miscellaneous items

---

Step 3: Enter Helper Technician Labor

For the second technician/helper:

1. Add Labor entries.

2. In the Technician field, select the helper technician’s name.

3. Repeat this for:

   • Travel

   • Labor

   • Miscellaneous expenses

---

Step 4: If the Helper Uses Parts from Their Truck

Option A (Preferred)

📞 Call the After-Hours Dispatcher to transfer the part to the Primary Technician’s truck inventory.

• Technician Refreshes Parts to see the part in their inventory.

---

Option B (If Parts Transfer Is Not Possible)

1. Enter the part as a Miscellaneous Item. (+ADD MISC)

2. Include:

   • In the Technician field, select the helper technician’s name.

   • Tap the "Description" field box.

   • Type in the Part Number & Description: Pending Transfer (PT) i.e., PT-RJUMP200U13SPR 2HP Motor

3. Make an Office Note indicating the pending transfer.

4. Checkout and Submit the Work Order.

---

Step 5: Next Business Day Inventory Correction

If the part could not be transferred overnight:

1. The Secondary Technician contacts the Dispatcher.

2. The dispatcher reassigns the work order to the secondary technician.

3. The technician:

   • Adds the actual inventory part from their truck

   • Checks out and submits the work order again.

4. The Dispatcher removes the temporary Miscellaneous entry.

---

Final Result

The work order is now accurately documented and ready for Admin to process for billing.

---

✅ Best Practice: Always try to use Option 1 so inventory, labor, and documentation are recorded correctly from the start.