Mobile Technician App

This guide provides an overview of the ZR Ware® Mobile Technician App, which is used by technicians to manage their daily routes and appointments. The app is accessed by logging in on a mobile device and provides access to morning reminders, client details, invoices, and more. 
See 'Mobile App: An Overview' article for information on other mobile applications.

Note: Some technicians may be required to wait until the office or dispatch team releases jobs before appointments are visible in the app.

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Index

1. Getting Started
   1. Signing In
   2. Morning Reminders
2. Appointment Screen

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1. Getting Started

Signing In

To access the app, open your mobile browser and navigate to zrware.com/mobile/. Log in using your assigned email and password.

Morning Reminders

Upon signing in, you will be directed to the Morning Reminders page. This page displays a list of critical items and notes you need to be aware of before starting your day.

• Morning Reminders: General notes from dispatch for the entire day's bookings.
• Tags: A list of tags associated with the day's bookings.
• Refresh Button: Located in the top right-hand corner of the screen. You must tap this button any time dispatch makes changes to your route to ensure you have the most up-to-date information.

After reviewing your reminders, tap "View Next Appointment" to proceed to your first job.

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2. The Appointment Screen

The Appointment Screen is your hub for all information and actions related to a specific job. It provides a comprehensive view of the booking and gives you access to the following functions:

Quick Links

• Client Information
• Morning Reminders
• Notes to Tech
• Invoice - Close Invoice
• Client History
• Client Subscriptions
• Listen360 Reviews
• ETA
• Send User Invoice Link
• Image Attachments
• Upload Images
• Adding Waivers
• Client Attachments

 

 

Client Information

• Client Details: Name, commercial name, and the customer's arrival window.
  • Tapping the client's name will display some key data points for the client.

• Appointment Address: The address for the job. Note: ZR Ware® uses Google Maps for directions. If you are using an iPhone, it is recommended to select Google Maps to ensure proper functionality.
• Contact Information: Clickable phone numbers (to dial) and email address (to email).
• Tags: Tags associated with the client or booking.
• "From Online" Tag: This tag indicates the customer booked the appointment using the online scheduler.
• Billing Contact Information: Details for the billing contact, if different from the primary service contact.
• Recurring Appointment: If the job is a recurring appointment, you'll see the words "Recurring Appointment" here.

Morning Reminders

This section contains any morning reminders that exist for this booking.

 

Notes to Tech

This section contains specific information that is critical for the technician to know on their way to or at the job site. This includes notes from the dispatch team as well as any details the customer provided in the "Anything Else We Should Know" section of the online scheduler.

Invoice

This section is where the tech goes to modify and close the invoice.

For instructions on this process, please refer to the Modifying and Closing An Invoice article.

Client History

Tapping Client History displays details on the client's last three jobs. This includes the services performed, the original booking amount, the final closed amount, and which previous technicians were assigned to the job.

Client Subscriptions

If a client has a subscription or a recurring appointment, a "Client Subscriptions" button will appear on the Appointment Screen. Tapping this button will show a list of all their active and inactive subscriptions and recurring appointments.

Listen360 Reviews

This button is visible if the client has completed a Listen360 survey. Tapping it will display the client's survey history and any comments they have left.

ETA (Estimated Time of Arrival)

The ETA function allows you to send an estimated time of arrival to the dispatch team and customers.

See Managing ETAs in Zr Ware article.

Send User Invoice Link

This feature allows you to send a text message to the customer with a link to their invoice. This link enables the customer to view the invoice and make payments.

1. Select Phone Number: Choose the phone number(s) to which you want to send the link. The list includes numbers from both the service and billing contacts.
2. Add/Edit Phone Numbers: You can add a new phone number or edit an existing one. This screen also allows you to opt-in or opt-out the contact from receiving transactional and marketing texts.
   
3. Customer Experience:
   • The customer will receive a customizable text message with a link.
     
   • Tapping the link leads them to a page where they can review the invoice and complete a payment flow.
   • If you (the technician) have not yet released the invoice for approval, a pop-up will inform the customer that they can add a payment once you do so.
   • Once the invoice is released, the customer must refresh the page, where an "Approve Invoice" button will appear, guiding them through the payment process.
     

See User Invoice Link article for more information.

 

Image Attachments

Tap Image Attachments to view any images that were previously uploaded to the booking or a related estimate.

Upload Images

Tap Upload Images to attach new images to the booking. These images can also be attached to waivers.

1. Tap Upload Images
2. Tap Select Files at the bottom right.
3. Choose the files you would like to upload.
4. Add a description to to files (Optional).
5. Tap Upload in the bottom right.

Adding Waivers

Tap Waivers to view/send waivers.

Waivers can be required or optional, depending on your franchise's settings. You have two options for completing a waiver:

Option 1: Send a Link to the Customer

1. Start a Draft: Open the waiver and fill out any required fields on your device. Tap Save Draft.
   
2. Send Link: Tap the newly available "Send Waiver Link" button.
   
3. Select Phone Number: Choose the customer's phone number to send the text message with the waiver link.
   
4. Customer Completion: The customer taps the link to open the waiver, fills out the required sections (highlighted in yellow), signs, and submits it.
   
5. Finalize: After the customer submits, tap the Refresh Button in the top right-hand corner of your app. A black checkmark will appear next to the waiver, indicating it has been signed and is now attached to the booking.

Option 2: Customer Signs on Your Phone

1. Open Waiver: Tap the waiver on your device.
2. Add Signature: Have the customer review the waiver and tap "Add Signature."
3. Customer Signs: The customer signs directly on your device.
4. Save & Submit: Tap "Save" and then "Submit." The completed waiver is now attached to the booking.
   

Note: To add pictures to a waiver, tap "Add Images" and select from the pictures you have already uploaded to the booking.

Client Attachments

This section is where you can view any documents or files that have been uploaded to the client's permanent file.