How to use Omega's Technician Flow

This tutorial explains how to use Omega's Technician Work Flow to efficiently manage and complete your assigned jobs. Before starting, ensure you have access to the Omega Technician App and your job list is available.

To start, after you are logged in, you will see a list of your jobs. Open jobs will be listed at the top and in time order, with closed jobs underneath. Next ou'll want to make sure that your parts are received. You can do that by tapping the hamburger icon in the top left and selecting parts list.

This will show all the parts that have been listed for jobs needed for the day. To receive a part, you'll want to make sure this box is checked and click the Receive Selected Parts option.

Click "Save..."

Now that your parts have been received, you'll want to tap the job to go into the job. This will load a job summary with a few things listed, such as the vehicle, service address, the requested appointment window, any tags, the unit number, the account, any previously left technician notes,

and then the invoice tax, total, and amount due. This will also show contact information for the customer and a list of the items that are listed on the job. In the top right will be the Actions menu, which has a few different options. Tapping View Details will load a copy of the work order.

You can also mark parts received from within the Received Parts option. You can tap Navigate and notify the customer. This will cause your native maps app to open and will send a notification to the customer that you are on your way.

Technician feedback can be left on the job for details pertaining to the job, such as the customer not being available or the job needing to be rescheduled. You can contact the customer using the contact customer icon, which will open your phone's native app for phone calls and allow you to call the customer.

You can use the contact dispatch option, to leave a note for your dispatcher that when you create it, they will be notified of the note. If able, you are able to reschedule the appointments. And then you can also send SMS to the customer from this.

Tapping the SMS option will load a list of your templates that are available on your account. To start the job, you'll want to tap arrived at job. You will receive a notification saying, do you wish to start work on this job? Tap yes to continue. After confirming that the job has been started,

you will see a timer at the top of the job. Then tap next to move to the next page. This will take you to the pre-inspection page, showing a list of some detailed information about the pre-inspection. You will need to enter in the VIN as that is required for the vehicle.

You'll want to inspect any damage and confirm it by using the checkboxes for these icons.

Click "on"

And then you can tap the option to upload files that are images or any recalibration documentation that you take for the job. You can also add any notes that you need for the job in the notes section.

And then once you have informed the customer of any pre-installation damage, you can check this box. This will allow you to continue to the next page.

The next page will load all of the part dot information or AGRSS information. The information listed here is the glass DOT number or department of transportation number, the adhesive lot and primer lot numbers, as well as the expiration date.

and it will have a field for temperature and relative humidity that you can either type in manually or tap Get to Receive. The last field on this page is the safe drive away time, which is in minutes and is the safe amount of time for the customer to wait before driving the vehicle away.

Once you've completed the information on this page, tap Next. This page is the post-inspection page. This will show some check boxes to mark when you've completed these tasks. You can upload additional photos here as well as additional notes can be added.

Once you've completed with the post inspection page, click next. Lastly is the payment page. This is where you can take payment from the customer. To take payment, you would go to the create payment option and tap, then select your payment method.

You will enter in the name of the customer. Any card information will be put into the card fields. You will select the amount that is being paid for this job and enter in any relevant reference numbers, initials or check number.

And then once you have entered in that information, tap Submit in the top right, and the payment will reflect on the job. As you can see here, there's a dollar payment. This will show the remaining amount due to the customer for the job. It will show their email

and have a signature field that if you tap, it will open up the signature field where normally this will have the company profile's invoice footer and a disclaimer there. And then you can have the customer use their finger to sign for the job and then tap agree.

If the customer is not available to sign, you can check the box for customer not present and that field will disappear. You can also uncheck and check the send receipt to customer box for the customer to receive their receipt. Lastly, to close out the job, you would click Finish.

Click "Finish"

If there is an amount due still that has not been received, you will receive this notification. If the customer is not paying the remaining amount and this is okay, you would click Yes.

Once that has been completed, you will see the job is marked Completed and that the job has been ended and the job is no longer active. You will also see a flag icon indicating that the job been completed.

You have successfully completed the technician workflow in Omega, from managing parts and inspections to processing payments and closing jobs. For further assistance, explore additional resources or contact support.

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