Users log in and tap on any module icon from the Main Menu, along the bottom of the screen, to open. Moving around each module is similar. The mobile app has the following modules:

Work Orders
PMs
Assets
Requests
QR Codes
Account Settings

The mobile app you experience depends on the type of user role and permissions.

Work Orders Module

By default, all users log in to the Work Orders module. There are several features in this module to help you locate both your Reactive and Preventive work orders.

Key Word Search

Click in the key work search field and type in any work to help locate a specific work order in the main screen area. Results change instantly.

Filter

Click the filter icon to open the filter screen and narrow your WO search.

Select specifics from the dropdowns, then hit the back button and the Apply Filter button.
Click Clear to cancel filters and use X to cancel or go back.

Quick Filters

Depending on your user role, you may see All Active Work Orders or My Active Work Orders. Use the Quick Filter to change which Reactive and Preventive work orders that are in any active status, listed in the main screen area.

Create New WO

Click the + button to open and fill in the New WO form. From the form, you can:

Fill in all the required fields * and any other optional fields
Click Attach File to allow camera or file access from your mobile
Hit Save to keep the new WO
Click Cancel to discard and go back

See the full guide to Create a Work Order via mobile here.

Open, Edit, Complete WOs

Tap on a WO name to open, edit, and complete. Once a WO is open and displayed on your screen, you can:

Use the back arrow in the top left to get back to all WOs
Use the Edit icon at the top right to open and modify the original work order form
Quickly change the status from the Status dropdown
Tap on different WO tabs on the work order to view details
Click Start Timer to calculate work time as a technician

PMs Module

When the Work Order icon is selected from the Main Menu bar along the bottom, tap on the PMs tab to open the PMs module.

This module stores your PM data. It's not the actual work orders, but where the details of PMs are kept and can be changed if needed.

Tap on the PM name to view the PM details form then you can:
Click on the Planned button to select the Paused button.
- Planned - generate as scheduled.
- Paused - temporary stop to generate the work order.
Click on the edit icon to open the PM form and change the PM work order details for all future PMs of this type.
Click on the Active Now button to generate a PM early if needed.
Click on Active button to take you directly to the open Preventive Work Order.

Assets Module

Filter

Use the filter icon in the top right to search for specifics from dropdown menus.

Search

Enter a keyword in the Search field to find specific assets

Asset

Click on an Asset name to open and view the asset details. Use the Edit icon to open the Edit Asset form and modify asset information.

Add New Asset

Click on the + button to open the New Asset form and enter new asset information in the program. Don't forget to hit Save.

Requests Module

Filter Icon

Use the filter icon in the top right to search for specifics from dropdown menus.

Search

Enter a keyword in the Search field to find specifics.

Request

Tap on a request to open details and Approve, Decline, or put On-Hold. Use the Edit icon to modify request information.

Add New Asset

Click on the + button to open the New Asset form and enter new asset information in the system. Don't forget to hit Save.

QR Codes Module

Tap on the QR Code icon from the Navigation bar to open your mobile camera. This scans the QR Code and allows you to:

Create a work order
Create a Request
View the Detail Card associated with a QR Code

Account Module

Click on the Account icon to:

Sign Out
Change Entities - select the entity from the dropdown list at the top of the account module to determine the details you're currently viewing in the app, including work orders, assets, etc.
Edit Personal Info:
- Edit name
- Change app language to French or Spanish
- Delete your account from the app. This won't delete you as a User from desktop.
Change phone number
Change password
Edit push and email notifications
Locations - view location details within the entity selected at the top of the Account module
Connect with Click Maint Support team