RFS Construction Procedures

RFS Construction Procedures

Overview

Construction Work Orders in RFS follow a simplified process compared to standard service calls. Construction Work Orders do not require the normal checkout process. The Lead Technician is responsible for maintaining daily communication and documentation for all technicians assigned to the job site.

1. Vision Emerald App Overview

• Log in to the Vision Emerald App.
• Verify that all assigned Construction Work Orders are visible.
• Confirm data synchronization is enabled before beginning work.
• Review job details, customer information, and scheduled activities.

2. Reset the Database (First Day of Each Month)

• On the first day of each month, perform a database reset.
• Allow the application to fully synchronize after the reset.
• Verify that current schedules, inventory, and work orders have downloaded successfully.

3. Manage Today's Schedule

• Review all assigned Construction Work Orders.
• Verify job site location, customer information, and assigned resources.
• Confirm work priorities and daily objectives with the project lead.

4. Refresh Day and Refresh Schedule

Perform the following throughout the day as needed:

• Select Refresh Day to update daily activities.
• Select Refresh Schedule to download any new assignments or updates.
• Verify that schedule changes have been received before proceeding.

5. Data Sync ON/OFF

• Ensure Data Sync is turned ON whenever connectivity is available.
• If working in an area without connectivity, continue work and synchronize when service is restored.
• Verify successful synchronization before ending the workday.

6. Office Notes

• The Lead Technician is responsible for creating one Office Note per day for the entire crew.
• Include:
  • Daily progress updates
  • Work completed
  • Delays or issues encountered
  • Material requirements
  • Customer communications
  • Next planned activities
• Individual technicians do not need to create separate Office Notes unless specifically directed.

7. Truck Inventory Refresh

• Perform a Truck Inventory Refresh as needed.
• Verify inventory quantities are accurate.
• Add parts received or used during the project to the register.
• Ensure inventory records remain current throughout the project.

8. Miscellaneous Sales

Record miscellaneous items used on the project, including:

• P.O. purchased miscellaneous materials
• Boneyard parts
• Other non-stock materials used on-site

Ensure all applicable materials are properly documented for project tracking and cost reporting.

9. Checkout Process

Construction Work Orders do not require the standard RFS Checkout Process.

At the end of each day:

• Ensure Office Notes are complete.
• Verify inventory updates have been entered.
• Confirm all data has synchronized successfully.
• Review the next scheduled work activities.