In Trakzee, assign tasks to technicians, and keep an eye on the progress in real time. Check the availability of the technicians, enter customer information, and specify the task.
To get started
- Login to your account.
- Go to Settings > Technician > Technician Task
The page you land on is the Technician Task overview page where you can have a look at all your technician task details.
To upload technician task
- Click on the ➕ icon on the task bar.
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- Select Reseller from the dropdown menu.
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- Select Company from the dropdown menu.
- Select Branch from the dropdown menu.
- Select Technician from the dropdown menu.
- Select Task Category from the dropdown menu.
- Maintenance: Select Maintenance for maintenance task.
- Enter the Task Name.
- Select the Task Priority.
- Enter the Description.
- Select the Objects for maintenance.
- Installation: Select Installation for installation task.
- Enter the Task Name.
- Select the Task Priority.
- Enter the Description.
- Enter the No. of Object for installation.
- Maintenance: Select Maintenance for maintenance task.
- Select Company from the dropdown menu.
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- Enter the Contact Person details as asked.
- Enter Service Location.
- Select Planned Reporting Time.
- Click on the save 💾 icon.
- Enter the Contact Person details as asked.