PrimeFix Service Portal

Read a job's details

Open any job from your list to see what the client reported, where the site is and what has happened so far. The buttons at the top are the steps you can take right now.

Open a job

In the app, tap the job in the Jobs tab or on the Home card. On the web, open My jobs and select the job's card.

What the job shows

  • The client company, the contact's name and phone. In the app, select Call client to ring them.
  • The site address. Select Open in Maps for directions to the client's map pin, or to the address when there is no pin.
  • The client's preferred visit time, if they gave one, and the date your visit is scheduled for.
  • The problem as the client described it, with the system type and service category.
  • Your check-in time and coordinates once you have checked in, and your diagnosis once you have submitted it.
  • The activity timeline, with every step the job has been through.

Why the buttons change

The buttons come from the server and match the job's status, so you only see steps you are allowed to take now: Schedule site visit on a new job, Start work once the quotation is approved, and so on.

When there is nothing for you to do, the app says why:

  • The office is preparing the quotation: after your diagnosis and while the quotation is with the client. It also shows while the office reviews your completion report.
  • Waiting for the client to sign off: after the office sends your report to the client, and while the client's request for changes is open.

If the office skipped the site visit

Sometimes the office decides a visit is not needed. You are notified, and the job shows The office skipped the site visit — submit your diagnosis remotely. Go straight to Submit diagnosis; there is no check-in.

Tips

  • Check the preferred visit time before you book the visit, so the client is there when you arrive.
  • Read the timeline before you call the office; it often answers what happened last.

Frequently asked questions

Why don't I see a Start work button?
Work can start only after the client approves the quotation. Until then the job waits on the office or the client.
Can I change the address or contact on a job?
No. Only the office can edit a job. Call them if a detail is wrong.
Why is a job I finished still in my list?
Your part is done, but the job stays visible under Completed so you can look back at it.

Still stuck?

Our team can look at your request or account with you.

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