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Let techs know they can service an account anytime
Let techs know they can service an account anytime

Create a Status, change the Location Name or create a service

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Let techs know they can arrive anytime at a location for exterior or commercial accounts, for example. You can do this by putting ANYTIME in the Service Instructions or in the Location Notes. The problem with this is the tech has to open the Work Order to see that instruction.

To make it easier for them to see this, place that information in a place where the they can see it from the Calendar screen without needing to open the Work Order.

Key Points

Do one of the following:

  • Create a Status

  • Change the Location name

  • Create a service named ANYTIME.

Create a Status

  1. Click the New Status button

  2. Type in the status ANYTIME

  3. Give it a unique color that is different from your other status colors

  4. Let it act as Scheduled

   6. Apply the status to the customer's Work Order

Note After the status is created, the techs must reload data in the mobile app for them to see this change.

  1. Save any unsaved Work Order in the mobile app. 

  2. Tap Save in the upper-right corner of the open Work Order. 

  3. Tap Save & Exit

  1. Then, from the Calendar, tap the menu in the upper-left corner (the three lines)

  2. Tap Settings

  3. Tap Reload Data

  4. Tap Ok or Allow to any messages

It will appear in the mobile app with the correct color and the first letter (A) indicating ANYTIME:

Put the instruction in the Location Name

  1. Edit the customer's Location page

  2. Update the customer's Location name

It will appear in the mobile app as:

Put the instruction in as a service

If ANYTIME is not necessary for each visit, follow these steps:

Create a new service, name it ANYTIME, and add it as the first service line in the Work Order.

Create the Service

  1. Click the New Service button

  2. Type ANYTIME in the Description text box

  3. Give the service a price of $0.00

  4. Click the Create Service button 

Add the service to the Work Order as the first line:

Save the Work Order. It will appear in the mobile app as:

Note After the service is created, the techs must reload data in the mobile app for them to see this change.

  1. Save any unsaved Work Order in the mobile app. 

  2. Tap Save in the upper-right corner of the open Work Order. 

  3. Tap Save & Exit

  1. Then, from the Calendar, tap the menu in the upper-left corner (the three lines)

  2. Tap Settings

  3. Tap Reload Data

  4. Tap Ok or Allow to any messages

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