Trainer DAY 2

Service Channel

Review signing in Review GeoFence Review information being submitted to mHelp Copy and Paste Job Notes Submit Photos Add Receipts Put in the time in and time out

By Greg Rudawski |
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Office Apps Day 2 – Feedback Checkpoint

This is your training Feedback Checkpoint Inbox. Once your New Hire 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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mHelp

Review opening a work order on schedule and discuss areas inside open work order How to read Job Descriptions Where to put job notes Discuss job notes formats (same for all work/all clients)                                             How to add/take photos (in app/from gallery) Review Quoting Labor Material Scope (what needs to be done) Equipment Review how to enter […]

By Greg Rudawski |
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Expensify

Review how to submit an expense report Review with new hires what is a reimbursable expense and how to submit for reimbursement A purchase is reimbursable if purchased on their personal card Select the Reimbursable Instruct new hires what is a Per Diem Expense

By Greg Rudawski |
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Teams

By Greg Rudawski |
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Outlook & Teams

Outlook Review outlook basics from Day 1. Remind the new hire that emails should be checked at the end of each day. Teams: Review Day 1 Ensure the new hire is still signed in Introduce the new hire to their direct supervisor and other technicians to contact for assistance in the field. Review who to […]

By Greg Rudawski |
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