Pathway Beginner’s User Guide

Jumptech Pathway is a specialised installer and project management platform designed to streamline your scheduling, quoting, electrical certifications (EIC), and DNO (Distribution Network Operator) applications.

As a new user, here are the first steps you should take to get set up and start managing your projects efficiently.

Step 1: Logging In & Your First Steps

Before diving into projects, let's make sure you can access the system and customise your workspace.

• Finding Your Login URL: Due to Pathway’s hierarchy, your login link is specific to your company. Check your original setup emails for your Sub Tenant URL (for example, acme.jumptech.eco).

• Logging In: Usernames and passwords are case-sensitive. If you have trouble getting in, it's recommended to clear your browser's cookies/cache, as Pathway works best on Google Chrome.

• Set Your Default Landing Page: Instead of navigating to the same page every time you log in, you can set a default! Click your Profile Drop-down Menu in the top right corner and select your desired landing page (like the Scheduler).

Note: If you need a new team member added or require a password reset that you can't complete yourself, you will need to contact a Pathway Administrator in your business.

Step 2: Navigating & Managing Projects

Once inside, you will spend a lot of time in the Projects tab. Here is how to keep things organised:

• Filter Your View: If you have a large number of projects, use the drop-down filters to narrow them down by Project Type, Status, Contact Attempts, or Documents (e.g., finding projects that include an EIC certificate). You can select multiple options at once or use Advanced Filters to search by specific dates and event types.

• Project Status Actions: Projects move through various statuses as work is completed. If you accidentally move a project forward or realise vital information was skipped, an Admin user can use the 'Project Status Actions' drop-down on the left-hand side to safely revert the project backwards.

• Project Flags: Keep an eye out for "Support Flags." If a customer is filling out a form and clicks the "Relay Help Button" (e.g., "I don't have my VIN"), it will automatically flag the project in Pathway for your attention.

Step 3: Scheduling Jobs

When a project is ready to go, it's time to assign it to an engineer.

1. Navigate to the Schedule tab on the left-hand menu.

2. On the left side of your screen, you will see "Jobs Ready to Schedule." You can filter this list by job type, name, or postcode.

3. On the right, you will see your tradespeople and their calendar availability.

4. Drag and Drop: Simply drag a job from the left and drop it onto an available calendar slot.

5. Assigning Details: A pop-up will appear allowing you to view project details, set exact start and end times, and assign specific tradespeople. If multiple people are assigned to a job, you can click the person icon to designate one as the Lead Tradesperson.

Step 4: Utilising Core Workflows

Pathway acts as a central hub for generating paperwork and submitting compliance forms. Once your projects are underway, you will use these features:

• Sending Quotes: You can quickly dispatch quotes to customers using your company's Standard Quote Templates. Pathway will automatically track quote acceptance for you.

• Electrical Certificates (EIC): Pathway handles Electrical Installation Certificates. You will just need to ensure you Configure Engineer Data properly within the system so certificates are generated with the correct installer accreditations.

• DNO Submissions: You can submit applications to the Distribution Network Operator directly through Pathway.

  • ENA Portal Integration: Jumptech integrates directly with the Connect Direct portal to raise DNO applications smoothly.

  • Need to make a change? If you submit an application and realise it needs a fix, you can navigate to the DNO Application tab and click Cancel Application (if it is "Submitted") or Manually Reject (if it is "In Review") to resubmit it. (Note: Approved applications cannot be changed).

Step 5: Getting Help & Troubleshooting

• Disabled Accounts: If you are locked out and your account is disabled, Jumptech support cannot re-enable it without written permission from your internal Pathway Administrator.

• Document Mistakes: If you send a document to a customer and realise there was a mistake, don't panic! You can click on the document preview and select the Revise button to reset the document from "Sent" back to "Awaiting Approval."

• Help Centre: If you ever get stuck, refer back to the Jumptech Help Centre to find detailed, step-by-step FAQs for any specific task.