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Zavtek Inc
Technician Opportunity Lead
1
Customer
2
Noticed
3
Notes
4
Timing
5
Confidence
01 Customer Info
Who did you visit?
02 What Did You Notice?
Select all that apply
Aging or end-of-life equipment
Capacity concern (power/cooling/battery)
Expansion or upgrade discussion
Reliability / downtime concern
Compliance or maintenance gap
Monitoring / visibility issue
Customer asked about new services
03 Technician Notes
Plain language — what did you see or what did the customer say?
04 Timing / Urgency
Best guess on customer timeline
🔴
Immediate concern
Needs attention now
🟡
This year
Within 12 months
🔵
Future planning
No rush
🟣
Unknown
Not sure yet
05 Confidence Check
Is this worth Sales follow-up?
Yes — customer expressed interest
Yes — strong technical concern
Maybe — worth exploration
You're not selling — just sharing what you see. Sales will follow up.
Procedures
MOPs & Field Procedures
Loading documents...
📄

Method of Procedure Generator

Select a customer and site from the sidebar to auto-populate a new MOP, or click + New MOP to start from scratch.

New MOP
Unsaved
📋 Job Information
🏠 Customer & Site
⚡ Equipment Being Serviced
Select equipment from the sidebar to add it here. Multiple pieces supported.
✓ Procedure Steps
Drag ☰ to reorder
# Step Description Responsible Party Initials
✎ Sign-Off & Completion
Lead Technician
Signature
Date
Customer Representative
Signature
Date
Completion
Date & Time Completed
Notes
Customer Database
Customers & Sites
Equipment
+ Add Customer/Site
Admin
Update BATNET Data
Site & Equipment Database
Add and manage customers, sites, equipment, and battery strings. Changes are picked up immediately by the Battery Report generator and MOP maker.
🗄 Open Database Manager
Audit Log
Review sign-ins, sensitive section access, and admin deploys. New IPs are highlighted automatically.
📜 Audit Log
Technician List
Manage technicians and their titles. The title set here appears under the signature on battery report cover pages, matched by technician name.
🧑‍🔧 Tech Manager
Comments Verbiage
Manage the verbiage auto-filled when a tech checks "Add Verbiage" on a service report's Comments section. Matched by Report Type + Service Type.
📝 Verbiage Manager
Upload New Battery Excel File
📊
Drag & drop your Excel file here
or click to browse — .xlsx files only
How it works:
Upload your updated Excel file here. All technicians will automatically get the new data next time they open BATNET.
Upload Procedures & MOPs
Upload PDF Document
📄
Drag & drop PDF here
Files starting with "Procedure_" or "Method_of_Procedure_" auto-categorize
Install Zavtek Portal Add to home screen for quick access