Site plans
Put a plan of each floor or area of a site into Crewzy and place its units on it, so the crew can find each one and see what it needs.
On the Unlimited plan. A free trial includes it too.
A site plan is a picture of one floor or area of a site, such as "Ground floor" or "Car park", with the site's units placed where they are. It works for any units you look after: extinguishers, switchboards, backflow valves, air conditioners or bait stations.
Add a plan
- Go to Assets and filter to the site (open a site's units from the customer's page).
- Press Site plans, then Add a plan.
- Give it a name, such as Ground floor.
- Choose the plan: a PDF (its first page is used) or a picture. On a phone or tablet you can press Take a photo and photograph the evacuation diagram on the wall.
- Drag the four corners onto the corners of the plan to straighten a photo taken at an angle and crop it. Press Turn if it is on its side, or Whole picture to keep all of it.
- Press Save plan.
Add one plan for each floor or area. Use the arrows beside a plan's name to change their order, Rename to change its name, and the bin to take it off (its units come off it; the units themselves stay).
Place the units
The units at the site that are not on a plan yet are listed beside it under Units to place.
- Press Place beside a unit, then tap the plan where it is. Or drag the unit from the list onto the plan.
- Drag a pin to move it.
- Tap a pin to see the unit, open it, move it or take it off the plan.
A unit is on one plan at a time. A unit moved to another site, or marked removed, comes off its plan.
A better picture later
Press New picture to replace a plan's picture with a clearer scan or photo. The units stay where they were, so use a picture of the same area, cropped the same way.
What the pins show
Each pin shows the unit's tag (or the start of its name), and its shape and colour say what it needs. The first of these that is true is shown:
| Shape | Means |
|---|---|
| Square | Fail: its latest visit recorded a fail |
| Triangle | Defect to fix: a defect is still open, quoted or booked |
| Hollow circle | Not tested: its latest visit recorded it as not tested |
| Diamond | Due: due this month, overdue, or not done yet on its service plan |
| Filled circle | Pass: its latest visit recorded a pass |
| Small hollow circle | No result yet |
The shapes differ as well as the colours, so they can be told apart by anyone.
On the phone
On a job at the site, the crew press Site plan in Units on this job. Pinch or use the buttons to zoom. The job's units show what they need on this visit: Due on this job, or the result recorded so far. Other units at the site are greyed as Not on this job; tap one to add it to the job.
Tap a pin to open the unit and record Pass, Fail or Not tested there.
The plans are saved on the phone with the job, so they open with no signal. Results recorded offline are sent when the phone is back online.
In the site report and the portal
A site report includes each plan after the counts, with the units numbered and a key that says which number is which unit and what was recorded for it in the period.
With Units, defects and site reports turned on for the customer portal, customers see their sites' plans with each unit's tag, and which units have a defect still to fix. Never your notes or results.