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Help for testers

Short videos recorded from the real app, and the steps for the things you do every week. 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.

Your day: from My day to results 1:09

Start the journey, arrive, enter results with a photo, and record a fail with the reason.

  1. My day shows today’s jobs in route order, with arrival times and the drive.
  2. Tap “Start journey” when you leave for the job.
  3. Share your ETA with the site, or just start.
  4. On site, tap “Arrived”.
  5. Then “Start test” opens the results screen.
  6. Answer the on-site checks.
  7. Enter the measured value for Plot 1. It is under the target, so it passes.
  8. Choose the test standard and method.
  9. Add a photo of the test set-up.
  10. Tap “Save & next plot”.
  11. Plot 2 opens with the same equipment, standard and method. It misses the target: a fail.
  12. Choose what failed, and say what you found.
  13. Tap “Save as fail”.
  14. When every plot has a result, tap “Complete visit”.
  15. “Create the invoice now?” — “Create invoice” checks and sends it; “Later” keeps it in Ready to invoice.
  16. Done: the results, reasons and photos are with the job, ready for the client and your invoice.

Block out time off 1:01

Use the diary's month view to block out a holiday or part of a day.

  1. Your diary shows booked jobs and time off. Switch to “Month”.
  2. Go to the month you want with the arrows.
  3. Tap the first day you are off.
  4. Tap “Block out day”.
  5. It starts as a holiday on that day. Tap the dates to choose the last day too, then “Save”.
  6. Those days now show as time off, and you won’t be offered work then.
  7. For an appointment, pick a day and “Block out part of day”.
  8. Set the times (it starts at 13:00 to 17:00) and “Save”.
  9. Tap any time off to change or delete it. The “Time off” button works in every view.

Take a marketplace job 0:25

Find work that fits your route and accept a fixed-fee job from its card.

  1. The marketplace lists work near you. No commission.
  2. “Fits my route” puts the jobs that fit your diary first.
  3. Each card shows the fee, the dates and how it fits your day. Tap a card for the details.
  4. Tap “Accept” on a job that suits you.
  5. Check the day and fee, then “Accept job”.
  6. It’s yours: the job is in your diary, with the address and site contact.

Send an invoice 0:26

Tap “Create invoice” on a finished job, check it and send it, then mark it paid.

  1. A finished job is ready to invoice: tap “Create invoice” on the job.
  2. Check who it goes to, the lines, VAT and the due date. “Preview” shows it in your design.
  3. Tap “Create & send”: it gets its number and is emailed with your bank details, a PDF and a pay link.
  4. Sent. Open it to see the invoice.
  5. When they pay, tap “Mark paid”. If it goes overdue, “Send reminder” chases it politely.

How to…

Set your base postcode and working area

Tester profile

  1. On “Overview”, tap “Edit” in the “Profile” section.
  2. Under “Where you work”, enter your “Home base postcode” and “How far you travel”.
  3. Add any extra districts you cover, then tap “Save”.

Start your day

My day

  1. Open “My day” to see today's stops in route order.
  2. Tap “Start journey”, then “Share ETA” or “No, just start” (asked once; change it on the job).
  3. On site tap “Arrived”, then “Start test”.

Enter results and photos

The job's results screen

  1. Answer the “On-site checks”, pick the plot and enter the measured value.
  2. Choose the test standard and method, and tap “Add photo”.
  3. Tap “Save & next plot”: the next plot opens with the same equipment, standard and method. Then “Complete visit”.
  4. “Create the invoice now?” — tap “Create invoice” to check and send it, or “Later”.

Record a fail

The job's results screen

  1. Choose “FAIL” (it is chosen for you when the result misses the target).
  2. Under “What failed? *” pick at least one reason, such as “Windows and doors”.
  3. Fill in what you found and what should be fixed, then tap “Save as fail”.

Upload a certificate

A completed job

  1. Tap “Upload certificate”, then “Add certificate”.
  2. Choose the plot and scheme, enter the certificate number and attach the PDF.
  3. Add the lodgement reference if it is lodged, then “Save certificate”. TestConnect doesn't issue or lodge certificates; you do that with your scheme.

Block out time off

Diary

  1. Choose “Month” and tap the first day you are off.
  2. Tap “Block out day” (or “Block out part of day”).
  3. Choose “Holiday”, tap the dates to choose the first and last day, and tap “Save”.

Take a marketplace job

Marketplace

  1. Tap “Fits my route”. Each card shows the fee, the dates and how it fits your day.
  2. Tap “Accept” on the card (or open the job for “Route fit” and “Can you take it?”).
  3. Check it and tap “Accept job”. It goes into your diary.

Send a price for an “Ask for prices” job

Marketplace

  1. Open a job marked “Prices requested” and tap “Send a price”.
  2. Enter your price, the dates you can do it and how long it is valid.
  3. Tap “Send price”. Only the poster sees it; you can change or withdraw it until it closes.

Add or import your clients

Clients

  1. Tap “New client”, fill in the name, contact and billing address, then “Add client”.
  2. Or tap “Import from CSV”, choose your file and match the columns.
  3. Check the preview and tap “Import”.

Invoice your work and record the payment

Invoices → Ready to invoice

  1. One job: tap “Create invoice” on the finished job. Several: your finished jobs are grouped by client — tap “Invoice all” on a client, or “Create & send” for everything ticked.
  2. Check the invoice and tap “Create & send”: it is numbered and emailed with your bank details and the PDF.
  3. When you are paid, tap “Mark paid” on the invoice row. Late? Tap “Send reminder” for a polite reminder.

Change bank details, numbering, terms or reminders

Invoices → Invoice settings

  1. Tap “Invoice settings” at the top of Invoices (or Settings → Invoice settings).
  2. Use the tabs: “Bank & card payments”, “Numbering”, “Terms & VAT”, “Reminders” and “Design”.

Log mileage

Mileage

  1. Trips from planned routes are added when you tap “Close day” on My day.
  2. To add one yourself, tap “Add trip” and fill in the date, from, to and distance.
  3. Choose the tax year and export a CSV for your accountant.

Invite your office person

Settings → Invite someone

  1. Enter their email.
  2. Choose “Office person”: they can book jobs, process results and raise and chase invoices.
  3. Tap “Send invitation”. Office and finance staff are free.

More: help for office staff · all help · questions and answers. Stuck? Email support@testconnect.co.uk.