With the Job Closeout App Build Partners can:
Contact customers, send ETA text messages, and get driving directions to the job site.
View system design, details, and documents.
Follow a checklist for improved customer experiences and upload photos for JCO.
STEP 1 On the day of an install, Palmetto will create and send a unique link for each project.
The link is available under the customer's name in your schedule and will also be texted to your scheduling contacts.
STEP 2 Open the link on any device in any browser.
STEP 3 Send the customer an ETA and navigate to their home.
Use the built-in app or click Get Directions to open your Maps app.
STEP 4 When you arrive on site, upload a photo of the front of the home.
STEP 5 Follow the checklists provided to greet the customer and walk them through the plans.
STEP 6 Upload photos throughout the installation.
Multiple crew members can upload photos to the app simultaneously.
STEP 7 When the installation is complete, all checklist items are marked, and all photos have been uploaded, click 'Send for Job Closeout.'
If you have any issues, please contact our Support Team [email protected]