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Guides for every task in the PrimeFix web portal and mobile app, written for the role you work in.
Browse by role
- Clients25 articlesRaise requests, approve quotations, pay invoices and sign off finished work.
- Technicians25 articlesReceive jobs, check in on site, report diagnoses and completions, and get paid.
- Corporate accounts46 articlesRequest work for your company, do field jobs, and run assets, contracts and planned visits.
- Operations37 articlesRun the ticket queue, dispatch technicians, review reports and send quotations.
- Accounting20 articlesIssue invoices, record payments, pay technicians and export financial reports.
- Sales21 articlesConvert leads, onboard clients, move the pipeline and quote for your accounts.
- Super admin46 articlesManage the team, roles and permissions, and organisation settings.
Popular articles
- Create your accountSign up as a client, technician or corporate account on the website or in the app.Walkthrough
- Sign in to PrimeFixSign in on the website or in the app, stay signed in on your own devices, and fix common sign-in problems.Walkthrough
- Ticket statuses explainedWhat each of the ticket statuses means, who moves the ticket on, and what happens next.
- Raise a service requestReport an HVAC or technical fault from the web portal or the app and get a ticket number.Walkthrough
- Track a ticketFollow a request from creation to invoice: its status, the eight stages, the activity timeline and your next step.Walkthrough
- Review a quotationCheck a quotation's lines, VAT and validity, download the PDF, then approve it, ask for a revision or reject it.Walkthrough
- Pay an invoicePay an invoice's full balance by mada, Visa or Mastercard on the page, or with Apple Pay, on the web or in the app.Walkthrough
- How you receive jobsThe office assigns jobs to you. You are notified and the job appears in your list. There is nothing to accept.Walkthrough
- Submit your diagnosisRecord what is wrong, the parts needed and an estimate, with before photos. The office uses it to price the job.Walkthrough
Browse by topic
Getting started
Service requests
Quotations
Payments & invoices
Field work
- Your field dashboard
- Start a shift and share your location
- How you receive jobs
- Read a job's details
- Schedule the site visit
- Check in on site with GPS
- Submit your diagnosis
- Dictate notes by voice
- Prepare a quotation for the office
- Start, pause and finish the work
- Record a payment collected on site
- Submit the completion report
Earnings & payouts
Corporate & maintenance
Operations
- Your operations dashboard
- Work the ticket queue
- Create a ticket for a client
- Edit a ticket
- Assign a technician
- Assign several tickets at once
- Schedule or skip the site visit
- Live locations
- Review the diagnosis
- Build and send a quotation
- The quotations board
- Advance payments
- Record or correct an on-site payment
- Review the completion report
- Cancel a ticket
- Internal team tickets
- Technical reports
- Reviews and ratings
- Manage clients
- Approve pending accounts
- Team and accounts
- Pay rates
- The app for office staff
Accounting
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