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Help for office staff

You keep the team moving: results, bookings, certificates and invoices. Office and finance staff are free. In the app, tap ? on any page (or press F1) for help with that page.

Videos

No sound: the steps are on screen and written under each video.

Enter results for a tester 0:41

Process results a tester left on site and finalise the job.

  1. “Results to process” lists jobs where the tester left site with the results to type in.
  2. Tap “Process results” on the job: the results form opens straight away.
  3. Enter the first plot from the testing software: it passes.
  4. The next plot opens, with the same details. Enter its value and save.
  5. Every plot has a result: tap “Finalise results”.
  6. The job is complete, recorded against the tester. Next: certificates and the invoice.

How to…

Enter results for a tester

Results to process

  1. Open “Results to process” and tap “Process results” on the job.
  2. For each plot set “Tested by” and “Tested on”, enter the measurement and choose the outcome; “Save & next plot” moves on.
  3. Tap “Finalise results” and “Finalise”. Then “Create the invoice now?” — “Create invoice”, or “Later”.

Give jobs to a tester

Jobs

  1. Tick the jobs in the table.
  2. Tap “Give to a colleague” and choose the tester.
  3. To move one booked job, open it and tap “Change tester”.

See the team’s day

Home and Diary

  1. “Today across the team” on your home page lists each tester; tap “Route” for their day.
  2. In the Diary choose “Whole team” or a tester’s name.

Find work for a tester

Marketplace

  1. Tap “Choose” in the bar at the top and pick the tester.
  2. Open a job and tap “Accept job”; choose who it is for, then confirm.

Prepare a job from the drawings

The job → Preparation

  1. Open the “Preparation” tab and tap “Add figures” for each plot.
  2. Use “Apply to all plots on this job” when they are the same, then “Save preparation”.

Record a certificate

Certificates to upload

  1. Tap “Upload certificate” on the job’s row (or “Add several” to match a batch of PDFs to their plots).
  2. Tap “Add certificate”, fill in the number, attach the PDF and “Save certificate”.

Invoice finished work

Invoices → Ready to invoice

  1. Finished jobs are grouped by client and already ticked. Untick anything not ready to bill.
  2. Tap “Create & send”, check each invoice (“Preview” shows it as the client sees it), choose one invoice per client or one per job, then “Create & send”.
  3. When a client pays, tap “Mark paid” on the invoice row: the amount and today’s date are filled in.

Chase late payers

Invoices, or Money owed

  1. Tap “Send reminders to … overdue invoices” on Invoices, or “Chase” on a client in Money owed.
  2. Each client gets one polite email in your invoice design, with the invoices attached and your bank details.
  3. To send reminders automatically, open “Invoice settings” → “Reminders”.

More: help for testers · all help. Stuck? Email support@testconnect.co.uk.