Public docs

Documentation

Quickstarts, task guides, reference, and troubleshooting for customers rolling out Deucalion, office admins, schedulers, and field engineers.

Start with a quickstart

Use the header search for scheduler, staged imports, notifications, work orders, sync, customer rollout, and fire damper workflows.

Quickstarts

Get started

Short setup guides for customer rollout and each operating role.

Customer rollout

Customer Rollout Quickstart

Start small: set up people and access first, enter one real site, schedule one job, run it in the field, then review the report path before scaling across the estate.

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Admin quickstart

Admin Quickstart

Start from workspace access and estate setup, then move into scheduling, inspection review, and client-facing outputs.

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Scheduler quickstart

Scheduler Dispatch Desk Walkthrough

Use the Dispatch Desk as the office control surface for draft work, deploy-ready work, live field visibility, capacity pressure, and daily scheduling workflows.

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Engineer quickstart

Engineer Quickstart

Start from Today’s Run, confirm the visit context, and use Sync Status when local changes have not reached the workspace yet.

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Common tasks

Common tasks

Task-led guides so teams can work without learning the whole product first.

Customer handbook
Set Up Workspace Users and AccessTreat access setup as the first live operation: correct roles and field-work settings prevent assignment, visibility, and support issues later.Build the Estate and Schedule WorkBuild the estate in the same order the team works it: customer, site, system, assets, scheduled work, then deployment.Complete Field Work and Sync SafelyEngineers should prepare while online, keep all visit detail inside Deucalion, continue through weak signal when local data is available, and verify sync before the office relies on the output.Review Reports, Exports, and Follow-UpTreat output generation as a review workflow, not a download button. Confirm source data first, preview the customer-facing result, then export or follow up.Get Support and Escalate IssuesMost support issues are faster to resolve when the team captures workspace, user, record, device, network state, and timing before escalating.
Admins
Managing Sites, Systems, and AssetsTreat the site register as operational infrastructure, not passive reference data.Running Scheduling, Inspections, and DefectsKeep planning, execution review, and remediation in one connected flow.Running the Scheduler Day to DayUse the Dispatch Desk as one dominant workspace with the work queue, planner views, right-side workbench drawers, and explicit field-resource eligibility.Using Collaboration, Notifications, and Dashboard ActivityTreat the notification bell as your personal queue and Dashboard Activity as the wider office view across sites, inspections, quotes, defects, and work orders.Handling Customers, Quotes, Work Orders, and FinanceDeucalion should keep commercial follow-on attached to the operational record that created it.Managing Customer SLAs and Service PoliciesService-policy governance now belongs in a reusable organization-level workflow, not scattered CRM notes.Using Finance, Receivables, and BillingFinance should help org admins work invoices and billing state, while public docs stop short of platform-only credit controls.Using Reports, Exports, and IntegrationsReports, exports, and integrations are operational surfaces, so staged imports, CSV exports, and sync troubleshooting should be handled with the same discipline as scheduling or inspections.
Scheduler
Views and NavigationEach scheduler view answers a different planning question. Choose the right surface for the decision you are making, then narrow the job set with filters.Planning and OperationsMove from reactive scheduling into proactive daily operations using the work queue, day-run builder, recurring import, and deployment pipeline.Bulk Operations and DeploymentSelection, bulk editing, deployment preview, deploy, and the downstream effect on engineer day runs.
Engineers
Working from Your Day Run, Sites, and BriefingsToday’s Run is the engineer’s deployed view of office planning; site detail and briefing provide the visit context.Running Inspections in the FieldThe workspace owns live inspection state; an unbound visit can capture context first, then unlock assets and checklist work after system selection.Capturing Evidence, Sign-off, and CertificatesEvidence quality matters as much as completion state because reports and certificates now read from visit notes and final inspection data more tightly.Using Fire Damper and PDS WorkflowsUse the specialist path for damper and PDS work so drop-test and reporting detail stay structured and reviewable.Managing Offline Work, Sync, Search, and SettingsRecent sync and startup hardening improve reliability, but the safest workflow still depends on checking sync state and keeping the in-app record authoritative.
Reference and support

Reference & support

Shared definitions, status codes, and troubleshooting.

Statuses, Roles, Inspection Types, and System Types

This page captures public customer-facing terminology only and stays focused on the workflows customer teams actually use.

How Collaboration and Access Works in Deucalion

The collaboration model is built around three distinct layers — personal notifications, office-wide activity history, and server-enforced access gates — each with a different owner, scope, and purpose.

Troubleshooting Common Issues

Start with the symptom, then confirm whether the problem is access, sync, workflow state, or data quality.

Docs feedback

Flag pages that are outdated, unclear, or missing something.

Still need help?

Email support with the workspace, site, or inspection involved.

support@deucalion.uk