COMPLETING AN APPOINTMENT

1. Open the Runabout application on your handheld device, This will bring you to the Main Menu
   • If you are completing an appointment that is scheduled for today then Tap on Today’s Schedule
   • If you are completing an appointment that is scheduled for tomorrow then Tap on Tomorrow’s Schedule
   • If you are completing an appointment that is scheduled for another day in the future, then Tap on Schedule Calendar
2. This will bring you to your Appointment List
3. Tap anywhere in the appointment box of the appointment that you want to complete, This will bring you to the Appointment Details Menu

If at any stage you want to go back to the Main Menu, keep tapping your handheld device’s back button until you get to the Appointment Details menu.

This will give you a popup menu of options:

1. Fix
   1. This will take you back to finish completing the appointment if you accidentally tried to exit out of completing an appointment
2. Submit
   1. This will save the changes you have made to the appointment onto your handheld device and return you to the Appointment Schedule List
   2. This will allow you to go back into the appointment and continue completing the appointment from where you left off
3. Discard
   1. This will clear any changes you have made to the appointment and return you to the Appointment Schedule List

Customer Details

• Tap Customer Details

This will take you to the Customer Details menu so that you can show and verify with the customer that all of the information saved in Runabout is correct and valid

If the customer’s name on Runabout is spelled incorrectly or if the person who is present for the appointment is different to the customer on Runabout (ie: a spouse or relative), you can change it so that it is correct.

We want the name saved in Runabout to be the name of the person who is present for the appointment even if it is a different person who requested the appointment.

If you need to update any of the customer details please follow this guide:

Creating an Appointment in Runabout

Site Risk Assessment

Before you start the appointment you need to run through a few OH&S questions to analyse whether it is safe to proceed with this appointment.

• Tap on the first question, and answer accordingly

Once you answer it Runabout will take you to the next question and so on, until you finish the Site Risk Assessment

Sections highlighted in Red have required fields that haven’t been completed.

Tap back to return to the previous question

If you do not feel it is safe to continue with the appointment, tell the householder that you cannot continue with the appointment, leave and ring the Ecovantage office immediately.

Questions

These questions establish which products can be installed during the appointment.

• Tap on the first question, and answer accordingly

Once you answer it Runabout will take you to the next question and so on, until you finish the Questions

Sections highlighted in Red have required fields that haven’t been completed.

Tap back to return to the previous question

Activity product questions

Some installation activities have question blocks which include additional questions relating to the products being installed, ie: Residential Downlights

You need to add a new question block for each product type AND/OR installation area.

• To add a Question Block, tap the Plus sign at the bottom right corner
• Tap on the question block to answer all of the required questions and add controlled products for that particular activity

To add more question blocks just Tap the Plus sign at the bottom right corner

Products and Services

You can see products that have been added here.

Products that aren’t controlled by questions or question blocks can be added here.Tap the Plus sign in the bottom right to add a new product

The Add/Remove Products button is useful for adding accessories (ie fittings) etc.

Invoice Screen

If required, This will take you to the Invoice for the job so that you can show and verify with the customer that all of the information saved in Runabout is correct and valid, including the final costs

Quotation Status

• Tap Pending, this will bring up a popup
• Tap on the appropriate status (ie Accepted)

Customer Signature

• Tap on the grey box

This will bring up a popup for the customer to sign the agreement to pay the amount specified

If the Quotation Status is not set to Accepted, the Customer Signature popup will not appear.

Make Payment

• Tap the Make Payment icon at the top right hand corner
• Fill in the customer’s Credit Card details
• Tap the Pay button to proceed with the paymen

Runabout will automatically calculate the balance due by the customer based on the products you have installed

Ecovantage does not store or see the Credit Card details at any point, The data is transferred over secure connection to a secure payment gateway who manages the transaction.

Once the appointment is saved the Credit Card details are removed from Runabout automatically.

Photos

You can add any additional photos for reference

Work Signoff

• Ask the customer to read through Declaration by the Customer
• Tap the grey box above Field Worker Signature, then sign your signature
• Tap Set to save the signature
• Tap the grey box above Customer Signature, then ask the customer to sign their signature
• Tap Set to save the signature

If the customer signed a paper form, tick the box Customer Signed Paper Form

Set Completed Date to Schedule Date

• Tap Set Completed Date to Schedule Date to bring up a popup, then tap Yes or No
• Tap Ok to save your changes

Updated Appointment

Synchronising Runabout with ASAP

• Tap your handheld device’s back button

This will bring up the popup Updated Appointment

Tap Yes to synchronise the appointment