> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vynta Integrate: Your Most Frequently Asked Questions

> Answers to the most common questions about Vynta Integrate, covering work orders, scheduling, technician roles, the customer portal, and more.

## General

<AccordionGroup>
  <Accordion title="What is Vynta Integrate?">
    Vynta Integrate is a field service management platform for teams that work on-site. It handles work orders, scheduling, dispatch, customer portals, inventory, time tracking, and reporting — all in one tool.
  </Accordion>

  <Accordion title="Who is Vynta for?">
    Field service businesses of all sizes — HVAC, electrical, plumbing, security, cleaning, landscaping, and any trade that sends technicians to customer sites.
  </Accordion>

  <Accordion title="Is there a free trial?">
    Yes. Every new account starts with a free trial. No credit card required.
  </Accordion>

  <Accordion title="Does Vynta work on mobile?">
    Yes. Vynta has a responsive web app that works on any phone browser, plus a dedicated mobile experience optimised for field use.
  </Accordion>

  <Accordion title="Is my data secure?">
    Yes. Vynta uses industry-standard encryption, role-based access control, and regular backups. Your data is stored in secure cloud infrastructure.
  </Accordion>
</AccordionGroup>

## Work Orders

<AccordionGroup>
  <Accordion title="Can I create a work order without assigning a technician?">
    Yes. Leave the technician field blank and assign later. The job stays in Scheduled status until assigned.
  </Accordion>

  <Accordion title="Can a work order have multiple technicians?">
    Yes. Assign additional technicians to the same work order. Each records their own time and parts.
  </Accordion>

  <Accordion title="How do I reschedule a job?">
    Open the work order and change the scheduled date, or drag the job on the schedule board to a new date.
  </Accordion>

  <Accordion title="Can I duplicate a work order?">
    Yes. Open a completed work order and click Duplicate to create a new job with the same details.
  </Accordion>
</AccordionGroup>

## Scheduling and Dispatch

<AccordionGroup>
  <Accordion title="Can technicians see other technicians' schedules?">
    Technicians can only see their own schedule. Dispatchers and Admins see everyone.
  </Accordion>

  <Accordion title="What if two jobs overlap?">
    Vynta flags the conflict on the schedule board. Resolve it by moving one job or reassigning a technician.
  </Accordion>

  <Accordion title="Can I schedule jobs in the past?">
    Yes, but only for completed or missed jobs. Past jobs cannot be assigned to technicians.
  </Accordion>
</AccordionGroup>

## Customer Portal

<AccordionGroup>
  <Accordion title="Can customers see other customers' data?">
    No. Each customer only sees their own jobs, invoices, and service history.
  </Accordion>

  <Accordion title="What if a customer doesn't activate their portal account?">
    They still receive email notifications about job updates. The portal is optional.
  </Accordion>

  <Accordion title="Can customers submit photos through the portal?">
    Yes. When submitting a service request, customers can attach photos.
  </Accordion>
</AccordionGroup>

## Team and Permissions

<AccordionGroup>
  <Accordion title="How many team members can I add?">
    Your plan determines the limit. Check Settings > Billing for your current limits.
  </Accordion>

  <Accordion title="Can I create custom roles?">
    The four built-in roles cover most needs. For custom access levels, contact support.
  </Accordion>

  <Accordion title="Can a technician also be a dispatcher?">
    Not with the same account. Create two accounts with different roles if needed.
  </Accordion>
</AccordionGroup>

## Time and Attendance

<AccordionGroup>
  <Accordion title="What if a technician forgets to clock in?">
    An admin can manually add a clock-in entry from the Timesheets page.
  </Accordion>

  <Accordion title="Does clock in/out work offline?">
    Yes. The mobile app queues entries when offline and syncs when connectivity returns.
  </Accordion>

  <Accordion title="How does auto clock-out work?">
    After a configurable grace period past shift end, Vynta automatically clocks out technicians who forgot. The entry is flagged for review.
  </Accordion>
</AccordionGroup>

## Billing and Payments

<AccordionGroup>
  <Accordion title="Does Vynta integrate with accounting software?">
    Vynta exports invoices as CSV or PDF, which can be imported into most accounting tools. Direct integrations are planned.
  </Accordion>

  <Accordion title="Can customers pay online?">
    Yes, if you connect PayFast. Customers can pay invoices through the portal.
  </Accordion>

  <Accordion title="How is billing calculated?">
    Billing is based on parts used and time spent. You set the pricing on work order items. Labour rates are configured in Settings.
  </Accordion>
</AccordionGroup>

## Inventory and Assets

<AccordionGroup>
  <Accordion title="Can I track parts without barcodes?">
    Yes. Vynta uses part numbers and names. If you use barcodes, you can enter them as the part identifier.
  </Accordion>

  <Accordion title="What if a technician doesn't record a part used?">
    The van stock will be out of sync. Vynta flags discrepancies when you run a stock count.
  </Accordion>

  <Accordion title="Can I set different prices for the same part?">
    The unit cost in inventory is your cost price. When billed to a customer, the work order item uses your markup.
  </Accordion>

  <Accordion title="Can I track assets across multiple customer sites?">
    Yes. An asset's location can be updated whenever it moves. The asset history shows every location change.
  </Accordion>
</AccordionGroup>

## AI Features

<AccordionGroup>
  <Accordion title="Does voice dictation work offline?">
    The mobile app can record audio offline and transcribe it when connectivity returns.
  </Accordion>

  <Accordion title="Is my voice data stored?">
    Audio is processed for transcription and then discarded. Only the transcribed text is saved.
  </Accordion>

  <Accordion title="Is the AI copilot always right?">
    No. It provides suggestions based on patterns in your data. Always review AI-generated content before saving.
  </Accordion>

  <Accordion title="Can I turn off AI features?">
    Yes. Go to Settings > AI and toggle off the features you don't want.
  </Accordion>
</AccordionGroup>

## Health and Safety

<AccordionGroup>
  <Accordion title="Can technicians complete risk assessments from their phone?">
    Yes. The mobile app has a simplified risk assessment form designed for field use.
  </Accordion>

  <Accordion title="What happens when a certificate expires?">
    The technician is flagged as non-compliant. They cannot be assigned to jobs requiring the expired certificate until it's renewed.
  </Accordion>

  <Accordion title="Can I export compliance records for an audit?">
    Yes. Go to Health & Safety > Reports and export certificate status, incident logs, and risk assessment records.
  </Accordion>
</AccordionGroup>