- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
Whether you are out on the field or on your way to your next job, you can access your assigned work orders from your mobile device. With the mobile app, not only can you complete the designated tasks that make up a work order, but you can add and edit work orders as well.
Table of Contents
- Mobile App User Interface
- Mobile Work Order Layout
- Search Work Orders
- View Work Order on Device
- How to Access the Feature
- View Mobile Work Orders Layout
- Actions Panel
- Information Panel
- Action Items
- Complete a Work Order
- How to Access the Feature
- Complete a Repair Work Order (Main Actions)
- Complete a Sales Work Order (Main Actions)
- STEP 1: View Customer
- STEP 2: Arriving to the Job Site
- STEP 3: Adding Quotes
- STEP 4: Adding Sales Order
- STEP 5: Customer Survey
- Complete a Service Work Order (Main Actions)
- Complete a Simple Work Order (Main Actions)
- Secondary Action Items
- Need Follow Up
- Request Missing Parts
- Order Missing Parts (PO)
- Add Expense
- Add Quote
- Add Sales Order
- Update Time Tracking
- Update Crew Time Tracking
- Actions Panel
- Close Work Order
- Edit Work Order
- Add Note
- Add Reminder
- Add Expense
- Documents
- Add Image
- Images
- Billing
- Location History
- Contacts
- Assets
- Complete/Close Work Order
- Add Work Order
- Edit Work Order
- Load Items
- Unload Items