What You'll Learn

• How to assign projects to specific technicians
• How to use notes and tags to keep projects organized across your team
• How managers review completed work, including test results and overrides
• How team-visible project status works
• How notifications alert you when a technician completes a test
• Best practices for coordinating multi-technician workflows

What You'll Need

• Account: A measureQuick account with an active Premier Services subscription
• App version: measureQuick v3.5 or later
• Role: Manager or admin-level access on your company account
• Team: At least two users set up under your company (see A3 - User Management)
• Time: 10 minutes to review collaboration features

Why Team Collaboration Matters

When multiple technicians work under one company account, coordination becomes a daily concern. Who handled which job? Did the test-out pass? Did someone override a failing result? measureQuick's team collaboration features give managers visibility into field operations without requiring phone calls or manual check-ins.

Premier subscribers get access to all collaboration features described below. Basic accounts do not include team-level project visibility or assignment tools.

Assigning Projects to Technicians

Managers can assign projects to specific technicians from within the app. Assignment ties a project to a particular user, making it easy to track who is responsible for each job.

To assign a project:

1. Open the project from the Results tab or create a new project.
2. In the project details, select the Assigned To field.
3. Choose the technician from your company's user list.

Cloud portal project detail showing Assignee field with technician name

Assigned projects appear in the technician's project list when they log in. This is useful for dispatching work, especially during seasonal rushes when managers schedule jobs in advance and need to direct technicians to specific sites.

Tip: If a technician is reassigned mid-job, update the assignment in the project. This keeps the audit trail accurate for manager review.

Sharing Notes and Tags on Projects

Notes and tags help your team communicate context about a job without relying on text messages or separate systems.

Notes

Any team member can add notes to a project. Notes are free-form text fields attached to the project record. Common uses:

• Pre-visit instructions ("Customer reports intermittent cooling loss, check charge first")
• Mid-job observations ("Found kinked liquid line behind drywall, customer aware")
• Post-job follow-ups ("Quoted condenser replacement, awaiting customer decision")

Notes sync to the cloud with the project and are visible to anyone on the team who opens that project.

Site Information screen showing project name, map pin, Customer Info, Notes, and Photos sections

Tags

Tags are short labels you apply to projects for filtering and organization. Examples: "warranty," "callback," "new install," "maintenance plan." Tags make it easy to pull up all projects of a certain type across the team.

[Visual Reference] The Tag field on a project displays applied tags as colored labels (e.g., "maintenance," "warranty," "new install"). Tap the field to add or remove tags. Tags enable filtering across the team's project list.

Team-Visible Project Status

When a technician syncs a project, it becomes visible to the entire company in the cloud. Managers can see:

• Project list: Every synced project, sorted by date, filterable by technician
• Sync status: Green checkmark confirms the project data is in the cloud
• Workflow phase: Whether the project contains a test-in, test-out, or both
• Pass/fail summary: High-level results for each subsystem tested

This means a manager sitting in the office can monitor the day's completed jobs as technicians sync them from the field. There is no need to wait for end-of-day reports or ask technicians to send screenshots.

Cloud portal project list showing synced projects with technician assignments and status

Reviewing Technician Work

One of the most valuable collaboration features for managers is the ability to review every detail of a technician's completed test.

Viewing Completed Tests

Open any synced project to see the full measurement set. You see exactly what the technician saw in the field: temperatures, pressures, airflow, capacity, EER, and all diagnostic indicators.

Grid view showing complete measurement data with refrigerant pressures, temperatures, airflow, and diagnostic indicators

Checking Pass/Fail Results

The test summary shows pass/fail status for each subsystem (refrigerant charge, airflow, venting, electrical, and others). Green indicates pass; red indicates fail. This gives managers a quick quality check without reading every measurement.

Reviewing Overrides

When a technician changes a pass/fail result, measureQuick records it as an override. Overrides show up in the test detail. Managers should pay attention to overrides because they indicate situations where the technician's judgment diverged from the measured result.

Common legitimate overrides include subjective subsystems (condensate drain, outdoor unit condition, air filtration) where visual inspection may contradict the automated assessment. Frequent overrides on measurement-based subsystems like refrigerant charge or static pressure may warrant a conversation with the technician.

Test detail showing an override indicator on the refrigerant charge subsystem

Tip: Make override review part of your weekly quality assurance routine. Patterns in overrides often reveal training opportunities.

Notifications

measureQuick can notify managers when a technician completes and syncs a test. This allows real-time awareness of field activity without actively monitoring the app.

Notification behavior depends on your device settings and app configuration. Ensure push notifications are enabled for the measureQuick app on your device to receive alerts.

[Visual Reference] A mobile push notification from measureQuick indicating that a technician has completed and synced a test at a job site. The notification allows managers to monitor field activity in real time without opening the app. Notification delivery requires push notifications to be enabled for the measureQuick app in the device's system settings.

Best Practices for Multi-Technician Workflows

Establish a sync routine

Require all technicians to tap Exit and Sync before leaving every job site. Unsynced projects are invisible to the rest of the team.

Use tags consistently

Agree on a standard set of tags across the team. If one technician tags callbacks as "callback" and another uses "CB," filtering breaks down. Define your tag vocabulary and communicate it during onboarding.

Review work daily, not weekly

Catching issues early prevents callbacks. A 5-minute daily review of synced projects is more effective than a lengthy weekly audit. Focus on failing subsystems and overrides.

Pair collaboration with TestTracker

For complex jobs, combine team collaboration with live streaming (K3). A senior technician or manager can watch measurements in real time and provide guidance, then review the final synced project later.

Use benchmarks on return visits

When a different technician returns to a job site, they should start from the cloud to pull the original benchmark. This ensures continuity across your team and gives the returning technician the baseline for comparison.

Tips & Common Issues

I assigned a project but my technician does not see it

Confirm the technician is logged in to the correct account and has synced recently. Assignments propagate through the cloud, so both parties need connectivity.

Can technicians see each other's projects?

Under the same company account with Premier, all synced projects are visible to all team members. There is no per-technician privacy setting. This is by design for quality assurance and collaboration.

How do I track which technician performed a test?

The project record includes the assigned user. If a project was not explicitly assigned, it is associated with whichever user created it on their device.

What if a technician leaves the company?

Deactivate their account through User Management (A3). Their synced projects remain in the cloud and are still accessible to the team. The historical data is not lost.

Related Articles

Prerequisites (complete these first):

• User Management - adding and managing team members
• Cloud Sync and Backup - syncing projects to the cloud

Follow-up articles (next steps):

• Live Streaming (TestTracker) - real-time remote diagnostics for team support
• Web Portal Features - managing team operations from a desktop browser

Related in the same domain:

• Project Sharing - sharing reports with customers
• Mobile App Features - platform capabilities for field technicians

Need Help?

If you get stuck or this article does not answer your question:

• Check the Related Articles section above
• Contact measureQuick support: support@measurequick.com