You're on a boiler service and notice the radiator valve in the back bedroom is weeping. You don't need to remember it, ring the office or be able to write a quote. Flag it from the job and the office takes it from there.
Anyone on the job can do this: owners, engineers and subcontractors.
Flag it
On your phone, open the job, tap More, then Flag more work. On a computer it's under More too.
- Under What needs doing?, type it, or tap Say it instead and say it. What you said appears in the box so you can check it before it goes.
- Tap Take photo or From library to add pictures. They go on the job's photos as well.
- Pick How soon?: Urgent, Next few weeks or Next service.
- Tick I've told the customer if you have.
- Tap Send to the office.
Nothing is sent to the customer. The work goes on the job as a recommendation, and the office gets a card.
Before you go asks for you
When you tap Finish job, the Before you go list asks Anything else need doing here?, just ahead of the customer's sign-off.
- No, all done records that you checked, and the step ticks.
- Yes, flag it opens the same form as above.
What the office sees
The office gets a More work card: who found it, where, what you said, how soon, whether the customer knows and how many photos. On the card:
- Quote it opens a new quote on the job, with the customer, the address and your words already in. The job's photos are there to add from the quote.
- Book it opens a new job off the back of this one, with your words as the work. More in Book another job off the back of this one.
- Not now puts the card away. The recommendation stays on the job.
Quoting and booking need the office's own permissions, so an engineer who flags work isn't the one who prices it.
Where it shows on the job
Flagged work is listed under The work on the job, with how soon, who flagged it and whether it has been quoted or booked yet. It's in the job's History too.