How advice is followed up
An advice item doesn’t stand alone: it goes through several steps in which both the technician and the customer have a role. This article explains how that works and what the statuses mean.
From recording to verification
Section titled “From recording to verification”The technician records the advice on the floor plan during a visit. The customer then sees the advice in the customer portal and responds to it. On a later visit, the technician checks whether it has been resolved. That is how an advice item moves from Open to resolved.
The statuses
Section titled “The statuses”| Status | Meaning |
|---|---|
| Open | The advice has been recorded; no response yet. |
| In progress | The customer chose We’ll handle this in the portal. |
| To verify | The customer chose Done — please verify on next visit. |
| Approved | The technician confirmed on a visit that it has been resolved. |
| Rejected | The technician found it is not yet in order. |
| Not accepted | The customer disagrees with the advice. |
Where you find advice
Section titled “Where you find advice”Advice items appear on the location’s Advice tab, with their status. They also show up in the visit report and in the customer portal for the relevant location. Use Export advices to download an overview as an Excel file.