Open and accept the job 👍

Requirements:

You have an Assist account, have created a password and are logged in
Assist is set up on your mobile
You or someone in your company has selected you as the driver for a job
You are On duty and linked to a vehicle (in Assist)

You receive a notification on your mobile about a job that has been assigned to you
Open the job and allow Assist to use your location.
This matters if you are to appear on the map for as long as Assist is open. If you close Assist, tracking stops.
Review it and select Accept if you can take this job
Enter an ETA (optional) and select En route
You can also call the requester straight from Assist - or send a message. That uses the built-in functions of your smartphone.

See the section on Navigation - Assist recommends using this feature - it guides you to the site, and colleagues and dispatch can also see on the map where you are.

Arrived at job site 🚙

Once you have arrived at the job site - select Arrived at job site

The GPS on your phone now checks where you are - and you can either correct the location or keep it. (this is a handy way of pinpointing the exact location of the job site)

Documentation / photos 📷

Select Documentation - take the photos / video you need to document the job

Select Upload - and choose how you want to add photos or files

- Photos or video taken directly are not saved to the camera roll, but straight into the job with GPS position and date/time
- Photos/video taken as normal and uploaded via the camera roll are also tagged with
GPS location and time
- Files are chosen from local storage

Assistance

- Is the vehicle fixed on site, or does it have to be transported somewhere?

You can now enter the information required:
Select Assistance:

Select Ready on site if the vehicle is fixed on site, or Transport if you have to take it with you:

Ready on site - remember to write down the work performed and how long it took (you can create an order and enter this now if you wish)
Transport - Select + Add transport and enter the destination either by typing the address or by selecting it on the map

Note: always remember to add information and useful details in the service comment field. This helps whoever does the invoicing, and saves them having to ask you later.

Excess and order B 💲

You can take payment of the excess, for example by Vipps, as follows:

a) Select Payment

b) Select ? New order - Order A is created

c) Select Order A (or, if there are several orders - the most recently created one)

Enter the customer name (it suggests the Requester, or add a contact)
Select + Excess

d) Enter the amount of the excess

e) Select Receive excess

f) Select Add new order (Order B is created - this is, for example, the insurance company)

g) Select Save

h) Select Payment - App - Vipps

i) Add any comment (feel free to take a photo of the customer confirmation)

j) Confirm payment

k) You can now view and share the receipt with the customer (Messages/AirDrop/email etc.)

😊 You have now taken payment for the excess, created 2 orders and finished one of them.

TIP:
If you have it the other way round, so that order A goes to the insurer and order B is the excess - the excess belongs on Order B and is deducted on order A.
If this is an invoice between two companies, you can also use VAT transfer from A to B here

If you use App Requested (for those who do not have Vipps for Business, but send the Vipps claim later.)
DO NOT tap Payment Requested or Confirm payment out in the field. Accounts will do this later.

PS: Remember that you now also have a cash settlement under: My pages - My cash settlement

Transport to destination 🛻

If you are now taking the vehicle onward - go back to the Job using the arrow at the top left and select Loaded:

See the section on Navigation - Assist recommends using this feature when you are transporting - it guides you to the site, and colleagues and dispatch can also see on the map where you are.

Drive to the destination!

Arrived at destination 🎯

Select Arrived at destination

Once you have arrived, add any other useful information for invoicing and select Completed:

⛔ Before you can select Signed off, all orders and cash settlements must be completed

Cash settlement 💰

If you have taken an excess or sold anything else and received payment on site, you will need to do a cash settlement. A cash settlement is generated automatically by, for example, Vipps

Go to Menu - My pages - My cash settlement