Platform Features and Integrations
How to Use the Technician Coverage Tool
1. Open the Technician Coverage Tool 2. Choose a Technician Type of Work and Location 3. Review the Technician List and Map Results 4. Use the Map View to See Broader Coverage 5. Use the Tool to Confirm Coverage Prefer to watch? Watch the full walkthrough below.
Quoting Tool for a Single Work Order
This video explains how to use the Quoting Tool for a single work order.
Video Chat
This video describes how to video chat with a technician while they are on site.
Dashboards
Your dashboard is what will keep you organized here at Cloudwork|PRO! Take note of the different filtering that can be selected at the top in addition to the Kanban board and List view options.
Visual Dashboard
Steps 1. Open the Visual Dashboard map 2. Review scheduled work orders on the map 3. Drill into a specific area or region 4. View technician assignment details 5. Switch to dispatched work orders 6. Filter to only un-applied dispatched work orders 7. Show technicians on the map 8. Open...
