Pass, fail or not tested
Give each unit on a job a result at the level due, fill in its result fields, and pass the rest at once.
On the Unlimited plan. A free trial includes it too.
On a job with units, such as a site's run, each unit gets a result: Pass, Fail or Not tested. On a unit with a service plan the result is for the level due on the job, such as the yearly. It is your own record of what you found.
Give a unit its result
On the phone, each unit on the job has Pass, Fail and Not tested under its name.
- Pass is one tap. If its type has a result field that is needed, fill that in first.
- Fail asks why, in a few words, such as "Pin missing".
- Not tested asks you to pick why: No access, Removed, Could not find it or Other, with a few words for Other.
Tap the result again to change its details, or Take the result off. Each result records who set it and when. Results can be changed until the job is finished. It all works offline too, and syncs when the signal is back.
The box says how many are left, such as 8 units not tested yet.
Pass all
When every unit left has passed, press Pass all. Crewzy asks first, with the count, such as "Pass 6 units with no result yet?". When the job has more than one type of unit, you can pick one type.
Pass all never changes a unit that already has a fail or not tested. It leaves for you a unit whose type has a needed result field, or whose type is left out of Pass all.
Result fields
A type's result fields are what a tech fills in with a result, such as a reading. Set them in Settings, Assets: press Edit on the type, then Add result field under Result fields. Tick Needed for one that must be filled in for a pass. A fail or not tested can be saved without it.
Untick The crew can use Pass all for these units for a type you always want done one by one.
What a result changes
- A pass moves the level's last done to the day the job is finished, as recording it serviced does, so it comes off the due list and Units due on Home. A bigger level that covers the smaller ones counts for them too.
- A fail or not tested moves nothing: the unit stays due.
- A fail raises a defect, to quote and fix.
Finishing a job with units that have no result reminds you, but you can still finish it.
The office sees each unit's result, reason and result fields in the job's Assets box, and on the unit's history. A site report puts them in one PDF for the customer.
In a fire protection business, ask the assistant "What failed last month?", "What failed on the Hunter St run?" or "What's still not tested at Hunter St?". It answers from what your crew recorded.