From the navigation menu (the nav menu), you'll see several icons that represent tabs for easy access to different parts of Spearhead.
It looks like this:
Desktop
Company logo at the top. Click this at any point to go back to My Dashboard.
Use the collapsible icon to expand the full Nav menu.
Mobile
From mobile, the company logo is in the middle. Click it to go back to My Dashboard.
The following icons represent different headings within Spearhead.
Workflow, containing:
- Work Orders are how Spearhead organizes tasks that are or will be attributed to customers and performed by agents. This sorting system simplifies the distribution and sorting of work from customers to agent.
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- There are two kinds of work orders, differentiated by their parameters for completion:
1. Closed by Completion indicates that a work order is complete when the defined parameters for the job have been met.
2. Closed by Date indicates that a work order is complete when a set date has been reached, usually concluding a long period of time.
- There are two kinds of work orders, differentiated by their parameters for completion:
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- Tickets: Tasks created by supervisors or assigned agents issued after a request for work from the customer. Agents are assigned tickets and they add work (labor, mileage, and expenses) and submit the ticket for review.
Review, containing:
- Insights
- Reports
- Expenses
Organization, containing:
- Customers
- Work Sites
- Agents
- (Pricebooks)
- (Catalogs)
- Settings
Add Functions:
Depending on where you are in Spearhead, there will be add buttons in the right hand corner.
Use the Add a Ticket button to pull up the ticket generation form.
Use the Add a Pricebooks button to pull up the pricebooks generation form.
Use the Add an Agent button to pull up the agent profile generation form.
Use the Add a Catalog button to pull up the catalog generation form.
Use the Add a Customer button to pull up the customer profile generation form.
Use the Add a Contact button to add a employee contact to an organization or customer's profile.
Use the Add a Work Order button to create a new work order.
Use the Edit buttons to edit profiles, tickets, and organizations to make updates.
Use the flag to expand the search bar to make detailed searches within lists.
Change the order of lists to ascending view.
Change the order of lists to descending view.
Use the sort functions to change the view functionality of lists.
Use the Ellipsis icon to expand more options from a menu.
Table View to view the results in ticket form.
Card View to view the results in list form.
Ticket Calendar View to view the results by dates.
Use the Toggle to go between options on submissions and profiles.
Use the Slider to manually adjust times on time entries on a ticket's activity log:
Two colors differentiate between labor and travel on the slider and the slider prohibits you from billing for both simultaneously:
Under Profiles and Customers, especially when in mobile view, there is a middle menu that has more tabs. Scroll sideways under the agent or customer profile to see all the options:
Mobile:
Desktop:
FROM A TICKET
Use the Middle menu from the agent's ticket to add activity to a ticket.
this icon refers to labor and will be used as shorthand on the logs
this icon refers to mileage and will be used as shorthand on the logs
this icon refers to travel expenses and will be used as shorthand on the logs
Tickets can have customer signature requirements on them. When it's red, it means the work on the ticket required a signature and it hasn't been added to the ticket.
When a signature has been successfully added by the on-site customer, the signature icon is not red.
This icon refers to a work site that was created during the ticket generation phase and has not been created as an official site of the customer.
