Working a Job on the Mobile App

This page is designed to help Field Technicians using the Mobile App in the field to:

  • Access Job and Customer Info
  • Complete Forms and Questions
  • Work Activities
  • View Equipment
  • Collect Photos, Notes, and Signatures


Prefer to Watch?  Click to view the video.




Home Screen


From the Home screen, select the Jobs button.  Here, Field Technicians will see all Jobs currently assigned to them.

Note: Depending on your company's settings, you may see jobs for today only, 1 day in advance, 7 days in advance, etc.




Job Info


Job Information

User's can view information about their Jobs including:

  • Job Number
  • Job Description
  • Address (click for directions)
  • Work Package and Job Type
  • Contract
  • Reference Number


Change Status

A User can change the status of a job at any time until they complete it.  To do this, select the Change Status button and select the desired status:


Attachments

If there are any attachments on the job, select View Attachments.  The number in the parenthesis "(1)" will indicate how many attachments are on the job.  


Customer Information

On this screen, a User can also view Customer Information.  This will include:

  • Contact Info
    • Company Name
    • Contact First and Last Name
    • Phone Numbers (click to call)
    • Email (click to email)
    • Address (click for directions)
  • View Details: View and Edit any Custom Fields for the Customer
  • View Customer's Job History: View all job history for this Customer




Forms

The Forms tab allows your company to input custom fields to ask questions of Field Technicians and document the responses while they work a Job.  There are four response types.  These responses can be required or optional.  This data can also be included on Message Templates.  Each response will be stored on the Job and can be accessed by your company at any time.



  1. Checkbox: Tap to display checkmark = yes.  No checkmark = no.
  2. Alphanumeric: Input response using the keyboard.  
  3. Numeric: Input numeric response using the keyboard.
  4. Date: Select the field (mm-dd-yy) to open the calendar and select a date.
  5. Drop Down Menu: Tap and select an option from the display menu.


Save your work to store it on the Job.



Work

Work Activities

Depending on your company's process, it may be necessary for Field Technicians, while in the field, to add items to a Job.  The Mobile App allows for you to add activities on the fly.  Here's what you can add:

  • Work Package: Adds an additional Work Package to the current Job.  This is different than creating a new Job.  This will add all associated Activities for the new Work Package to the current Job in addition to those Activities already on the Job.
  • Labor Activity: Adds an additional Labor Activity to the current Job.
  • Equipment Activity: Adds an additional Equipment Activity to the current Job.
  • Inventory Activity: Adds an additional Inventory Activity to the current Job.  This will be used to add inventory items that are serialized and non-serialized.


Adding Activities

Labor Activities

  1. From the open Work tab on the Mobile App, select Add Work Activity.
  2. Select Labor Activity.
  3. Select the name of the Labor Activity you want to add and select Submit.  
  4. The Activity will now display in the Labor section for the Job.
  5. Complete the Activities as necessary and document time per your company's process using the Mobile App including Logging Hours and/or Setting the Activity Status. 


Equipment Activities

  1. From the open Work tab on the Mobile App, select Add Work Activity.
  2. Select Equipment Activity.
  3. Select the name of the Equipment Activity you want to add and select Submit.
  4. The Activity will now display in the Equipment section for the Job.
  5. Complete the Activities as necessary and document time per your company's process using the Mobile App including Logging Hours and/or Setting the Activity Status. 

Note: Equipment Activities are NOT the same as Equipment


Inventory Activities

  1. From the open Work tab on the Mobile App, select Add Work Activity.
  2. Select Inventory Activity.
  3. Select the Inventory Source.  This should be the Vehicle assigned to you or the Warehouse you want to pull from.
  4. Select the Inventory you want to add.  Use the Search options if necessary:
    • Filter Search
      • Input the name of the inventory or a portion of the name and select the Search button.  
      • All inventory using matching the criteria will be displayed.  
      • Select the Inventory and select Next.
      • A success message is displayed.  Select OK.
      • The inventory is now applied to the Job.
    • Scan Search
      • Selecting this button opens the smartphone or tablet camera.  Hold the camera eye over a serialized item to scan and select OK to add the inventory to the Job.
  5. Complete the Activities as necessary and document time per your company's process using the Mobile App including Logging Hours and/or Setting the Activity Status. 




Equipment

If there is Equipment associated to the Job, the View Equipment button will contain a numeric value for how many piece(s) of Equipment are on the Job.  (In the example below, 2).  If there is no Equipment associated to the Job, but the Customer the Job is for does have Equipment at their location, a User can add Equipment to the Job.



Equipment Info

The Equipment Info screen will include all details about the Equipment you may need while working in the field.  


This will include the following:

  • Alias
  • Description
  • Equipment Type
  • Serial #
  • Model #
  • Warranty Date (if applicable)
  • Location (if applicable): The latitude and longitude for the piece of Equipment will be displayed here.  Click to open in your device's Maps application.
  • View Details: Click to view and edit any Custom Fields for this piece of Equipment.
  • View Equipment Job History: Click to view all past jobs completed for this piece of Equipment. 




Notes

Select the Notes tab to add or view any notes for the piece of Equipment.



Attachments

Select the Attachments tab to upload and view any attachments for the piece of Equipment.



Add or Remove Equipment

WATCH THE VIDEO


  • Use the Add Equipment button to select one or multiple pieces of Equipment assigned to the Customer and add them to the current Job.
  • Use the Delete icon to remove a piece of Equipment.



Crews

The Crew Icon allows Users to view other Users working the same Job.  Depending on your company's settings and the User's Access Level, they may also have the ability to log hours for other Users working the Job.  Read more here: Crews.



Photos

Use the Photo Icon to select one of the following:

  • View Images: Select this option to view any photos previously taken in the field for this Job
  • Upload from Camera: Select this option to take a photo in real-time
  • Upload from Image Gallery: Select this option to select a photo from photos already stored on your device.


Note: Users with Android devices - the first time you try to take a picture, you will be prompted to give permission for the app to access the device's camera.  This is only a tone time step.



Notes

WATCH THE VIDEO


On the Mobile App, Users can view and add notes to a job using the Note Icon in the top right corner.  Here, they will be able to:

  • View any notes added to this job from the Control Tower
  • View any notes previously logged by other Users or by themselves
  • Add New Notes to the job


Internal Notes

When adding a new note, a User can select or deselect the Internal Use checkbox to indicate whether or not the note should be internal.  If this box is unchecked:

  • The note will be visible in the Customer Portal
  • The note will be available as a token for Message Templates (this does not mean they will show by default)


Sign

This tab is used for final job closeout.  Below are each of the features and descriptions for use.


Invoice Preview

This button will allow the Field Technician to view all Activities for the Job and their associated pricing.

Note: This button will only show if your company has chosen to enable it.



Send Invoice

This button will only show if your company has a Message Template associated to the type of work you are doing.  When this button does appear it will allow you to manually send the Message Template to the Customer's email address (this will show by default) and/or add email recipients via a comma separated list.


View Logged Hours

This button shows the hours for the Job you are currently working.  For example, if you logged 4 hours on the job yesterday and 2 hours on the job today, you will see your hours for both days here.


Signatures

Note: Depending on your company's settings, one or both signatures may be required on your Jobs.

  • Technician Signature: This is your signature after having completed the Job.  
  • Customer Signature: This is the Customer's signature to indicate their acknowledgement of the completed Job.
  • Notes: Notes made by you regarding the completed Job.


Select Accept and then Save to save the signature(s).