Team and Invitations
Team member didn't receive the invitation email
Team member didn't receive the invitation email
- Check the spam/junk folder
- Go to Settings > Team > Pending Invitations
- Click Resend
- If the email is wrong, revoke the invitation and create a new one with the correct email
Team member can't log in
Team member can't log in
- Make sure they’re using the email the invitation was sent to
- Check if the invitation has expired (invitations expire after 7 days)
- Resend the invitation from Settings > Team
- If they forgot their password, use the “Forgot password” link on the login page
Technician can't see certain features
Technician can't see certain features
Work Orders
Work order won't save
Work order won't save
- Make sure all required fields are filled in (customer, job type)
- Check if you have an active internet connection
- Try refreshing the page and entering the details again
Can't assign a technician to a job
Can't assign a technician to a job
- Check if the technician is active (not deactivated)
- Check if the scheduled date falls during their time off
- Make sure you have Dispatcher or Admin role
Job status won't change
Job status won't change
- Technicians can only change status to In Progress, Completed, or No Access
- Admins and Dispatchers can change to any status
- Check your role and try again
Customer Portal
Customer can't log in to the portal
Customer can't log in to the portal
- Make sure portal access is enabled for their customer record
- Check if they used the correct email address
- Resend the invitation from the customer record
- If they forgot their password, use the “Forgot password” link on the portal login page
Customer can't see their jobs
Customer can't see their jobs
- Verify portal access is enabled
- Check that the work orders are linked to their customer record
- Ask them to log out and log back in
Portal looks different from expected
Portal looks different from expected
- Check Settings > Portal for branding settings
- Clear the browser cache
- Try a different browser
Mobile App
Clock in/out not working
Clock in/out not working
- Check if GPS permissions are enabled for the browser/app
- Make sure you have an internet connection
- Try refreshing the page
Voice dictation not transcribing
Voice dictation not transcribing
- Check if microphone permissions are granted
- Try speaking more slowly and clearly
- Switch to a quieter environment if possible
Photos not uploading
Photos not uploading
- Check your internet connection
- Make sure the photo is under 10MB
- Try taking the photo again
Inventory and Assets
Stock levels seem wrong
Stock levels seem wrong
- Run a stock count to verify actual quantities
- Check for unrecorded parts usage on completed jobs
- Review recent stock transfers
Can't add a part to a work order
Can't add a part to a work order
- Make sure the part exists in your inventory catalogue
- Check if the part is in stock at the technician’s van
- Verify the work order is not already completed
Asset not showing in the list
Asset not showing in the list
- Check if the asset is marked as active
- Verify the asset is assigned to the correct location
- Try refreshing the page
AI Features
AI copilot suggestions are not relevant
AI copilot suggestions are not relevant
- The AI improves over time as it learns your data
- Make sure job descriptions are detailed enough for context
- Try providing more specific input
Voice dictation produces incorrect text
Voice dictation produces incorrect text
- Speak more slowly and clearly
- Avoid background noise
- Review and edit the transcription before saving
AI features not available
AI features not available
- Check Settings > AI to ensure features are enabled
- Verify your plan includes AI features
- Contact support if the issue persists
Health and Safety
Certificate not uploading
Certificate not uploading
- Check file format (PDF, JPG, PNG accepted)
- Make sure file size is under 10MB
- Try uploading again
Risk assessment not saving
Risk assessment not saving
- Complete all mandatory fields
- Check your internet connection
- Try refreshing the page and re-entering
Incident report not submitting
Incident report not submitting
- Fill in all required fields
- Check file attachments are under 10MB each
- Verify you have an internet connection
Still Stuck?
If none of these fixes work:- Check the FAQ for your specific issue
- Log a support ticket
- Include your account email, a description of the issue, and any error messages
FAQ
How do I report a bug?
How do I report a bug?
Is there a status page for outages?
Is there a status page for outages?