Mobile Workflow
Task List
Technicians can view their assigned tasks and details from the Task List screen.
From here, a user can tap on a task to view the task details including a map that shows the location of the task.
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Check-In Page
The check-in page displays the work order and task details along with these functionalities:
When a technician taps on Check-In:
Able to check-in within 500 meters of task location
Task Status will be In Progress.
Captured as the actual start date and time of a task
Tap Navigate with Map to open the technician’s native map app in their device (e.g. Google map).
View reason for a rejected task in Review Notes.
Example: Review Notes for a rejected taskUpdate Incorrect Site Address: In the Task Details screen, select if you have an incorrect address, check this box and then enter the correct address and reason.
Check-In Page fields
Field | Description |
---|---|
Map of the task Customer Site Location |
|
Navigate with Map button |
|
Customer Site Adress |
|
Customer Name |
|
Contact Number |
|
Work Order ID |
|
Task ID |
|
Task Type |
|
Priority |
|
Task Start Date & Time |
|
Task End Date & Time |
|
Task Description |
|
Incorrect Adress | If an incorrect address is selected
|
New Address |
|
New Location Photo |
|
Reason |
|
Comments |
|
Check-in Button |
|
Rejection Reason |
|
Notes |
|
Submit Page
When a technician taps Submit and End Job, the date and time are captured as the actual task end date and time. The task status then changes to Pending Approval.
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The captured date and time are then reflected on the (Web) Task Details tab.
Submit Page Fields
Field | Description |
---|---|
Signature field |
|
Submit & End Job |