The mobile app has the following modules:
Work Orders
Assets
Requests
QR Codes
Account
Users log in and arrive at the Work Orders module. Tap on any module icon from the Menu bar along the bottom to open it. Moving around each module is similar.
The experience in the mobile app varies based on the type of User role and permissions. |
Work Orders
Filter - click the filter icon in the top right to narrow your WO search.
Select specifics from the dropdowns, then hit Apply Filter.
Click Clear to cancel filters and X to go back.
Viewing Options - switch between all Work Orders or PMs (Preventive) WOs.
Search -enter a keyword search in the Search field to find specifics.
Work Order - tap on a WO to open, edit, and complete.
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 work order
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
Create New WOs - click the + button to open and fill in the New WO form
Fill in all the mandatory fields and any other optional
Click Attach File to allow camera or file access from your mobile
Tap on Scan QR if you have a barcode system
Hit Save to keep the new WO
Click Cancel to discard and go back
Assets
Filter - use the filter icon in the top right to search for specifics from dropdown menus.
Search - enter keyword in the Search field to find specific assets
Asset - Click on an Asset name to open and view asset details. Use the Edit icon to modify asset 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.
Requests
Filter Icon - use the filter icon in the top right to search for specifics from dropdown menus.
Search - enter 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
Tap on the QR Code icon in the bottom menu bar. This opens your mobile camera, which scans the QR Code and allows you to:
Create a Work Order
Create a Request
View Detail screen associated to a QR Code
Account
Click on the Account icon to
Sign Out
Change Entities
Delete your account from the app. This doesn't delete you as a User from the system.