Use the job portal and technician sign-in

The Work portal gives invited technicians a focused view of their assigned field visits. The office can open the linked portal from Projects & Jobs to review the same work and its evidence.

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Prepare technician access

An installer or installer-company record does not create a user account. Set up both the person and their assignment.

1. In Team & Access, use Invite team member and choose Technician for the person who will carry out the work.
2. Use their own email address. Ask them to complete the invitation and verify their email.
3. Open the installer in Installers, select the matching Technician user, then Save technician user.
4. Assign the installer to the correct field visit. Check its linked customer, project and job in Field Operations.
5. Ask the technician to sign in and confirm that the intended job appears.

If no technician is available to select, check the invitation, active membership and role. Do not reuse another person’s login or create a duplicate organisation.

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Sign in as a technician

Open Technician sign in. Enter the email used for your team invitation, then open the sign-in link sent to that email. If you started from a job link, sign-in returns you to that work when access is valid. The email entry does not create a new account or grant a role. An expired or failed sign-in link requires a new link; an unassigned job requires the office to check your current assignment. Office staff use Staff sign in and their normal workspace account. A technician account does not open the retailer’s wider customer register, quote builder or financial workspace.

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Open or share a job portal

In Projects & Jobs, open the job’s Installer portal controls. Open portal opens the office view of the linked field visit. Copy link copies the installer job portal URL for the recipient. A field visit must be linked before a portal location is available. The link points to /work/<work-order-id>; it is not a public share token. The recipient must use their own account and still hold the current assignment. Reassignment, archived membership or revoked access prevents further access through an old link. Opening the office view does not impersonate the technician. Use staff scheduling and assignment controls for decisions that require office authority.

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Review the visit before starting

On the Work page, open your assigned job. Review its scheduled date, time, timezone, site address and responsible people. The available sections depend on the job and your access. If a section is unavailable, do not assume that its contents are empty or that you should have wider access. Ask the office to check the linked records and sharing.

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Record work and evidence

Use the available visit controls to record progress and notes against the correct field visit. Upload photos or files with the required evidence type, and add a note where useful. The upload flow accepts up to 20 files per batch, with a 20 MiB limit per file; supported formats and the on-screen validation still apply. Check that uploads have completed and appear on the job before relying on them. A queued or failed upload is not saved evidence. Use Forms to save a draft while collecting information, then submit only after reviewing the required answers. The office reviews evidence, forms and visit history through the linked records. Sharing or annotating a file does not make every project document visible to every technician. Follow the access and file controls offered for that job.

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Complete a visit or arrange follow-up

Use Mark field visit as complete when the current visit’s work is complete, then verify the resulting status and history. Use Schedule another visit for a follow-up when that action is available to your role, and review the proposed date, timezone and assignment before saving. Completing a field visit is separate from closing the entire project. Missing compliance, inspections, grid or metering work, rebates, customer handover and financial obligations still need their own review. If work cannot proceed, record the reason and arrange an owned next action instead of marking it complete.

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Resolve access or connection problems

This release does not promise offline operation or establish that a provider received an ArcSolar update. ServiceM8 and other connected systems keep their separate setup and confirmation requirements.

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ArgonixIntelligence in this workflow

Use shared site and job context to prepare the handover. Intelligence cannot create technician access, replace accreditation or safety checks, invent evidence or certify compliant completion. The assigned people and canonical visit records remain the authority for the work.