Scoreboard update, champ! You've clinched that job like the pro you are. Now, picture yourself as the coach ready to assemble the dream team of technicians.
Congratulations, your bid has been accepted and you need to assign the line-up! Think of this quick start guide as your playbook for victory – minus the sweaty jerseys and yelling. This guide will help you quickly assign the awarded job to your technician and prepare for a successful service. Follow these steps to efficiently manage your awarded job on Peazy:
Step 1: Access Awarded Job
- Upon logging in to Peazy, you'll immediately see the awarded job on your dashboard.
- Click on the job to view the essential details.
Step 2: View Job Details
- Review the job specifics, including location, date, and bid price.
- Click "View Details" to access comprehensive information or click "Let's Get Started" to proceed.
Step 3: Prepare Shift Details
- Define shift timings for your technician by specifying start and end times.
- Assign team members who will be responsible for the job. If needed, add new team members as users.
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Step 4: Task Checklist
- View the list of tasks associated with the job.
- Identify tasks requiring proof of completion (uploading a picture or video).
- Ensure all necessary tasks are included for a comprehensive checklist.
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Step 5: Pre-Shift Checklist
- Access the pre-shift checklist to list equipment, supplies, and chemicals your technician needs to bring.
- Add items like vacuum units, mops, buckets, and cleaning solutions based on job requirements.
- Consider additional tasks that might enhance customer satisfaction and add value.
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Step 6: Finalize Assignment
- Save the pre-shift checklist and ensure all information is accurate.
- Assign the team members, set the shift timings, and prepare the task and pre-shift checklists.
Step 7: Job Assignment Confirmation
- The job will appear in the home screen until you've assigned it.
- When you're ready to proceed, click "Continue" to confirm the assignment.
Step 8: Post-Assignment Options
- Once the job is assigned, it will no longer display on your home screen.
- Navigate through different sections: "Marketplace" to explore more jobs, "My Business" to manage your profile and services, and "Account" to log out.
Coach, it's showtime! Your technician lineup is ready for a victory! You're all set to effectively manage your awarded job on Peazy! For more detailed information, access the comprehensive user guide in our Support Library on the website. Should you have questions or require assistance, our team is ready to support you.