AXA on mobile

Introduction

As an AXA member, you can now view, accept/decline and complete jobs on the mobile app! This will reduce your SLA times and allow engineers to access jobs on the go for quicker turnarounds and more efficient workdays.

Permissions

There are a few permissions that can be set in the back office to grant/restrict access as needed.

Navigate to Settings > Staff > click staff name > Mobile Tab. Search for axa to filter the results.

You’ll have the option to amend permissions for various areas of the AXA module. See below for full details.

Notifications for New Jobs

You’ll receive a notification when a job has been sent from AXA.

AXA Jobs List and Job Details

A new icon will be available for your AXA Jobs within the Menu tab of the app

Click this to view your AXA jobs list, including status and address details

Click on a job card to view further details

AXA Job process

Accept

To accept a job, click Accept under the job details

Alternatively, if you click into job, you can Accept from here too

You’ll then need to fill in the Contact Outcome, Contact Date and if necessary, a Contact Note.

If you choose ‘Contact Made’ under Contract Outcome, a couple more fields will appear: ETA Start Date and ETA End Date

Next, you can confirm the details by clicking Accept at the bottom of the page

You’ll then be sent a job via the Visits tab on the app. Work through this as normal. See our other guide for help on completing jobs.

Decline

To Decline the job, click the X box next to the Accept button

Alternatively, if you click into job, you can Decline from here too

You’ll be asked to provide a Reason and then click Decline in the bottom right

If you choose ‘’Cannot meet response time’’, you’ll have an option to choose an Alternative Time Slot

Edit Job details

Once the job has been accepted, you can make amendments to the Description, Primary Job Trade and Tags by clicking into the Job details, and then clicking the Edit button.

Propose New ETA

To send a new appointment ETA to your customer, click into your Job, and then choose the three dots at the top of the page.

Next, click Propose New ETA from the menu at the bottom

On the next screen you’ll be able to enter the new ETA start and end dates, plus a non-SLA reason.

Click Save when you are happy with the new details

Revisit Required

If you need come back to this visit another time, you can mark the job as ‘Revisit Required’.

To do this, click the three dots in the top right of your Job Details page.

Next, choose Revisit Required from the pop-up list at the bottom of your screen

You’ll then be able to select a Reason. Confirm your Revisit by clicking Yes.

Cancel

To cancel a Visit, click the three dots in the top right corner of your Job Details screen, and then click Cancel Job.

Choose your cancellation reason from the list and click Done.

Finally, confirm the cancellation via the pop-up

Complete

Once the visit is complete, you can come back to the AXA Jobs page and find your job.

Click Complete Job to be taken to the Invoice Details page. Again this can be done on the main job list, or within the job details page.

If the visit has not yet been completed, you will be presented with the following warning:

When you have completed the visit, and click to Complete your AXA job, Enter the cost details for the invoice, and then click Save & Submit

Choose which Service was undertaken and the outcomes

Specify if further AXA Action is Required and click Save

Once the job is completed, go to the visit and create an invoice, if required.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used