Table of Contents
Daily Routine #
Start of Day
- Sync device
- Review Day Book
- Check inventory
- Plan route
During Jobs
- Update status promptly
- Capture all details
- Take photos
- Communicate issues
End of Day
- Close all jobs
- Sync data
- Submit requests
- Charge device
Tips for Success #
Efficiency Tips
- Use barcode scanning
- Set up quick picks
- Use voice notes
- Template responses
Quality Tips
- Complete all fields
- Take clear photos
- Get proper signatures
- Double-check entries
