Zylergy Field support

Point the camera at the nameplate. The app reads make, model and serial number on the device, without a signal. You can also scan a QR or barcode tag, pick a unit you opened recently, or type the details. With any method, you confirm the unit before its unit chart opens.

The screen for one unit: its identity, maintenance status, open work, documents and service log, and the actions Find a part, Diagnose a fault and Run maintenance. In the web console, the same information is on the unit page.

Tap Type it and enter the make, then the model, then the serial number. The app suggests values at each step.

The app tells you why and what to do. You can add the unit to the customer's site, request access when another shop or the building owner already holds the record, or capture the manual when the library has none for the model. See "Identifying units" in the Operator Guide.

The assistant answers questions about the unit in front of you using only that unit's manuals and service log. It cites the page it used, and it says so when the documents do not cover a question.

From the documents for that unit's model that your shop is entitled to read, and from the unit's service log. Each answer cites the document and page. Tap the citation to open the page with the passage highlighted.

The documents available to you do not support an answer, so treat the question as unanswered. From there you can open the closest section, send the thread to your office, or search the manufacturer's support site. Web results are not verified manuals.

Some manufacturer documents are licensed only to shops that hold the manufacturer's authorization. The document exists, but you do not hold the entitlement for it. Your administrator can tell you which entitlements your shop holds.

A technician can capture it from the app, and office staff can upload it in the web console. An administrator in your shop reviews it, and it then joins the shared library, which only licensed and approved contractors can use. Zylergy handles copyright and licenses, and removes a document when the rights holder asks.

No. Without a signal you can still open the manuals stored on the device. Ask the question again when you are back online.

Technicians see your shop's cost. The customer sees the price with your shop's markup. Your office sets the default markup.

On the technician's device. Tap Review with customer on the cart, and the customer approves the total before the order is placed.

Yes. You can build the cart and capture the customer's approval offline. The order is sent when you are back online. An order that is not sent within 7 days expires.

Start a return from a completed order. The app takes you through five screens and shows the RMA number when you submit. The return then moves from Reported to Awaiting receipt. It shows Credited when the supplier has received the part and issued the credit.

An administrator reviews and publishes checklists before technicians use them. Each unit gets its model's published checklist. The schedule starts from the unit's install or in-service date.

Building owners, property managers and facility managers sign in to the customer portal and see only their own sites and units: the health of each unit, the next visits and the records of past visits. They can approve quotes and service plans there. See "The customer portal" in the Operator Guide.

Zylergy Field connects to ServiceTitan, BuildOps and Housecall Pro, and reads from and writes to the one you use. Your administrator connects it with your shop's own credentials, and our engineers help during onboarding. Dispatch and invoicing stay in the system you use today. See "Integrations and API" in the Admin Guide.

Yes. On iPad the task stays on the left and the manual page, schematic or catalog it refers to opens on the right. Turn the iPad to portrait to read a page full size. See "Working on iPad" in the Operator Guide.