New Hire Training Guide

Field Note

Review Day 1 & 2

By Greg Rudawski |
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Expensify

Review adding receipts Review how to put in a reimbursable receipt Upload the reimbursable receipt Training Checkpoints: Have the new hire teams Message Natalie Rufener that a receipt has been uploaded to be reviewed on Expensify

By Greg Rudawski |
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EOD 2 – Feedback Checkpoint

This is your training Feedback Checkpoint Inbox. Once your Trainer has submitted the appropriate sections, you will see this inbox populated with a new item. To complete your section, simply click into the item below, answer the questions, and click Submit. 
By Greg Rudawski |
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Timesheets

Review commuting and the hour deduction for commutes Review time entry for each work order Time Started On-Site Time Ended On-Site Work order Number Store Number Unaccounted for time must be documented

By Greg Rudawski |
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Client Apps Day 2 – Feedback Checkpoint

This is your training Feedback Checkpoint Inbox. Once your Trainer has submitted the appropriate sections, you will see this inbox populated with a new item. To complete your section, simply click into the item below, answer the questions, and click Submit. 
By Greg Rudawski |
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IFM

Review signing in, accessing a work order, adding time in and out Review adding Photos to a Work Order Status Change

By Greg Rudawski |
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BBW & VSS

Review IVR importance and submit job information in Field Note Revisit Quoting Adding receipts The receipt that is loaded on here goes into Expensify Adding material used
By Greg Rudawski |
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SMS

Review time in and out, submitting job notes, submitting photos Review how to enter quotes in Field Note Labor Hours/# of Techs Material Product Number Miscellaneous Material to complete work Description of Work
By Greg Rudawski |
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