Your role
Site supervisor
Your day on the Day board, booking site visits for the crews, following them on site, and checking the work with the customer before hand-over.
As a site supervisor you lead the crews: Kila says the role “Leads crews at customers’ sites: assigns the work, records site visits and checks the work with the customer before hand-over.”
When you sign in
Link to this section: When you sign inKila opens the Day board: “Site visits by technician or crew. The crew marks on the way, arrived and done from My jobs.” The counts show the Visits, who is On site now, what is Done and what is Late to start; each crew has its visits by time, with Day or Week and the date to look at.
Your day
Link to this section: Your day- Book the visits. Tap Move on a visit to set When and the Technician: see Tell the customer you are on the way.
- Follow the crews. Each visit shows Booked, On the way, On site or Done, as the crew taps it on their phone, and Late when it has not started on time.
- Check the work with the customer before hand-over, on Quality checks: see Quality controller.
What you can do
Link to this section: What you can do- Book and move site visits, and give them to crews.
- Work on visits yourself, from My visits.
Everything the role is allowed to do
- General
- View dashboard
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- View services and bookings; Assign job cards; Work on assigned job cards; Quality-check and verify finished job cards (any job)
What needs someone else
Link to this section: What needs someone elseNo approval limits: anything that needs approval goes to someone else.
Prices and payments are not part of the role: see everything it may do above.
Common questions
Link to this section: Common questionsA call-out came in this morning. Who takes it? It shows under Not assigned on the Day board: tap Move and give it to a crew.
The installation takes two days. Move the visit to the next morning: it starts afresh there as Booked.
How do I see next week? Tap Week, then the arrows beside the date.
- Installation & maintenance: how Kila works for installers.
- Technician: the crews’ day on My visits.