Zutek Technician Playbook
Zutek Field Operations

Technician
Playbook

Your complete guide to getting scheduled, doing the job right, and closing it out clean. Read this before your first assignment.

Safety Quality Documentation Communication POS · Menus · Kiosks · Networking
01

Before You Can Be Scheduled

All four items below must be complete before any work order can be assigned to you. Incomplete setup delays both scheduling and payment processing.

→
Sign Master Partner Agreement & Project-Specific SOW (if applicable)
→
Complete Your Technician Profile
→
Submit onboarding materials & ACH details through Ramp after invitation received
→
Install & Activate the Z-link App
Why it matters
  • You cannot receive a work order until all four are complete
  • Payment setup takes time — do it the moment you're invited, not after your first job
  • Your Technician Profile controls what types of jobs you're eligible for
📹 Watch Before Your First Job
  • Z-link App Training Video — walks through every screen you'll use in the field. Watch it after installing the app and before your first assignment. Ask dispatch for the link if you haven't received it.
02

Support Contacts

When in doubt, start with your Project Manager. They own your job from assignment through invoice approval. Only go directly to accounting for payment release or ACH issues.

Jobs, Scheduling & Invoice Approvals
Your Project Manager / PC Team
First point of contact for all project questions — scheduling, scope, site issues, abort decisions, invoice approvals, and escalations
Technical Support
Tech Support
tech@zutek.com · (941) 462-4762
Z-link issues, on-site tech questions
Finance / Invoicing
Sharon & Dayana
accounting@zutek.com
Payment release, ACH issues, payment status
PO & Reconciliation Issues
Rebecca Horwitz / Nicole Elzer
PO discrepancies, invoice-PO mismatches,
ZLink cost gaps — direct contact only
General
General Support
support@zutek.com
Everything else
Safety Incidents
Your Project Manager
Site inaccessibility, scope disputes, safety events — escalate to your PM immediately; do not wait until closeout
03

Every Job Workflow

Every job follows the same three phases. No exceptions — regardless of site size, scope, or duration.

PRE
Before You Go
▸ Confirm schedule in app — note scope, PO number, and booking order
▸ Review install docs, site notes, and all required closeout items
▸ Pack required tools, PPE, and any project-specific materials
▸ If anything is unclear — escalate before you roll, not when you arrive
ON
On Site — First Things First
▸ Set status to On Site in Z-link — follow Service Notes/Instructions
▸ Complete the Work Safety Check before touching anything
▸ Introduce yourself to the site manager — stay in scope, no assumptions
▸ Take required "before" photos immediately upon arrival
▸ Fill out all attached forms in Z-link before proceeding with work
▸ Execute scope: mounting, cabling, labeling — follow standards exactly
▸ Test all equipment — confirm connectivity and functionality before leaving
▸ Clean up and restore the install area to pre-work condition
OUT
Closeout
▸ Submit closeout in Z-link: photos + test results — required, not optional
▸ Record your Exit Code (OTP) — you will need this on your invoice; do not leave site without it
▸ If anything is incorrect: document it with photos + what was found + next step
▸ Review your entry — confirm every requirement is met before submitting
▸ Do NOT mark complete if scope is not done — get approval first
⚠ Escalate Immediately If:
Z-link info doesn't match what you were told
Materials or equipment are missing or wrong
Site is inaccessible or unsafe
A safety incident occurs
Anything prevents completing scope
Scope is NOT complete — do not close without approvals
04

Closeout Standards & QA

Missing or incomplete closeouts are the #1 reason payments get delayed. Here's exactly what a passing closeout looks like.

Minimum Photo Set

🪧
Site Signage
📷
Before
(work area)
✅
After
(work area)
🔧
Installed
Equipment
🏷
Serial / MAC
Labels
📊
Test Proof
(if required)

Notes That Pass QA

Use this structure
  • Found: access issues / missing parts / damage / unexpected conditions
  • Did: steps performed, config changes, replacements made
  • Verified: test run + results (screenshots or photos)
  • Open items: blocker + owner + next step

Common Rejection Reasons

Missing required photos — before, after, or test proof
Notes don't mention what was verified (no test result documented)
Scope completed but not documented — labels or serials missing
Mismatch between invoice/job ID and closeout details

Optional: Certification Pathway

Want more work and higher-complexity assignments? Work through the certification levels.

Level Focus Scope What It Unlocks
L1 Foundation Onboarding complete, entry-level customer-facing work within defined scope Standard assigned work
L2 Skilled Standard installs: POS, menu boards, kiosks, indoor cameras Minimal oversight on standard installs
L3 Advanced Leads complex multi-system installs, mentors other technicians Higher-complexity work + mentorship
L4 Mastery Expert-level work (high-risk / high-visibility), shapes standards Leadership + training roles
Get Enrolled
  • Ask dispatch or email tech@zutek.com to get enrolled for your first level
  • Technicians who advance to L2+ receive priority assignment and repeat opportunities