Navigating Spearhead - Agent

Navigation Menu: The panel that appears on the side of your desktop screen and on the bottom of your mobile screen to direct you between pages of Spearhead. Company logo at the top. 

Use the collapsible icon to expand the full Nav menu.

Operations, containing: 

• 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.
  
  • • 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. Usually these are one-off tickets for single task jobs. 
      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. 
• Tickets: Tasks created for 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.
• Reports: Generated reports by the user or users to view and download. 
  
  

Directory, containing: 

• Customers: List of customers of the organization and their profiles. 
• Work Sites: List of worksites and their data (latitude and longitude, county, tickets, etc.). 
• Agents: List of agents of the Spearhead organization and their profiles.

Offerings, containing: 

• Catalogs:  List of products and services contained within one or multiple catalogs. 
  

Financials, containing: 

• Expenses:  List of expenses based on spending on tickets per jobs, separated by internal and external expenses.

Expand the Profile from the navigation menu to see Support Desk and Knowledge Base for Help.

Preferences is where you'll find notification preferences and user settings for in-app or out of app usage. 

Use Support Desk to access the chat function to ask for help.

Use the Knowledge Base to access documentation repository for guides, how-tos, and references for navigating Spearhead. 

From mobile, the company logo is in the middle. Click it to expand the full options of the navigation menu. 

The icons take you to the most frequently used parts of Spearhead. 

For Work Orders

For Tickets

For your Employee Dashboard

For your Employee Profile