Help
Technician Help Sheet
Everything the engineer portal does, in four steps. This replaces the PDF that is currently emailed out — same content, always current, and each step links to the screen it describes.
Managing sites
On sign in you see only the sites you are assigned to, with their details, and you can add visits for them. Nothing from other technicians' rounds is visible.
Site Management — your round onlyOpening a site
Click the site name to see the site details — contact, cellar configuration, the savings figures from the survey, and the full visit history for that site.
Site Details — read-only site cardAdding a visit
From the site details, click Add Visit — or use New Visit in the menu. Fill in the three steps and save. Anything marked with an asterisk must be filled in before the visit will save.
Add Visit — Step 1 of 3Signing off on site
Capture the customer's signature on the last step, then save. The signed report goes to the site portal automatically, so the licensee can see it without you emailing anything.
If you lose signal mid-visit, Save draft keeps what you have entered on the device. Offline capture is not built yet — it is flagged as a separate piece of work.