Digicall Assist Help Center

Teams (technicians/drivers)

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Teams facilitates the capturing of technicians / drivers/ device users that need to be assigned to execute a service or job. It also facilitates the use of the mobile application by these users. 

Note: Only users/technicians with mobile numbers added in Teams will  be able to download the Digiflow Partner app from the relevant Store.

The processing of jobs and tasks on the mobile application is detailed in the last chapter of the Provider manual.

Compliance

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• Digiflow Compliance functionality allows you to manage compliance documents, expiry and renewal digitally.  Compliance categories and templates have been pre-configured, and you can therefore just upload the relevant documents and capture the requested information. Once submitted, the compliance will automatically be directed for approval by a built workflow. There’s no need to email it to Digicall Assist.
• Once all compliance requirements have been met, built-in workflows will manage expiry, renewals and related notifications. This means you’ll be notified automatically.
• As per the image below, the required/mandatory compliance is visible on top of the screen as well as the current status.
• To add compliance documents, simply select New and select the relevant category and sub-category, complete the required fields and upload the document.
• Submit

Company profile

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The Company tab enables you to view company related information such as addresses, contacts, services registered for, operational areas, rates etc. You are also able to edit this information when anything changes. This will activate a digital approval and notification process between Digicall Assist and your business.

Overview

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This chapter of the Provider Manual deals with the different features of the Provider portal including:

• Jobs - active and completed
• Job workflows and tasks
• Financial aspects including purchase orders and invoices
• Company portfolio
• Mobile teams and tracking
• Compliance

Registration checklist

Checklist

To complete the Provider registration process successfully, the following checklist will guide you in what is going to be required:

Accept jobs on the app

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Once you’ve registered and completed the app’s configuration, assigned jobs will automatically display on the device. You can also ensure latest jobs have been received by swiping down on the screen to refresh all jobs. Make sure your sound is on maximum to prevent missing a job opportunity. All registered managers will receive the Job offer at the same time; any of the managers can then accept and assign jobs to the relevant team.

• The following screenshots shows how the App guides you through the process.

App features

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On the bottom of the app screen there are 4 tabs to navigate:

• My Jobs
• Unassigned 
• History 
• Uploads

Register on the app

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The application registration will guide teams through a simple onboarding process as detailed below:

Checklist before you register on app

Checklist

Note: Teams that register as managers to receive app job offers on behalf of the Provider company need to meet additional checks:

• Confirm selected the "App" option as a notification channel in contacts for Manager contact;
• Confirm Manager toggle in  Teams user is on;
• Confirm Teams and Contacts mobile number corresponds.

Overview

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Before a Provider can download the app, accept job offers, or complete tasks, the relevant teams or technicians or drivers need to be configured. The process is detailed in a previous chapter named "Provider Portal". Please ensure you familiarize yourself with the requirements and complete these steps prior to downloading the app from the app store. This includes: