A job that has been created and assigned to a team member will sync to their mobile device when a sync is performed by the team member in the field. A scheduled job will sync to the mobile app when it is within the job sync setting parameters for the team member in question. For more information on sync settings, click here.
When team members log into the mobile app, it is advised that they routinely sync by pressing the Sync Jobs button. This ensures that any changes made by the web dashboard team members prior to the sync will update on the app. Once updated, a timestamp will show the last date and time that the device was synced.
Jump To Sections:
Sync Jobs On Mobile App Dashboard
To view and update the jobs assigned to them, mobile team members should tap on the sync jobs button on the mobile dashboard, as below:
This ensures that the app is up-to-date and any amendments to the date, time or scope of work are reflected on the mobile team members' app.
Viewing and Confirming Products & Services Allocated To A Job
The team member should start their job as per the usual process by selecting the appropriate job on their schedule. Within the selected job, the job overview will display the number of Products & Services allocated to that specific job.
When the team member taps the Products & Services allocated button, each product & service allocated to the job will be displayed along with the names, descriptions, quantities allocated & quantity used once confirmed. Select the product or service to view the details and to confirm the quantity used.
As well as confirming the quantity used, you can also confirm which Stock Location the allocated product has been taken from. For more information on setting up Stock Locations on your Klipboard account please click here.
Once the location and required quantity allocated are confirmed, a green tick will appear beside the product or service you to indicate this.
Adding Inventory Products & Services To A Job On The Mobile App
If your team members need to add further products or services to the job, from your inventory on the mobile app, they can by pressing the Add New Item button at the bottom Products & Services overview page.
They will be presented with the option of selecting the Product from your inventory by pressing the arrow icon far-right > and selecting the relevant Product or Service.
Adding Non-Inventory Products & Services To A Job On The Mobile App
If the product or service they require is not part of your existing inventory, the team member can manually input the information by pressing on the relevant section for:
Enter Product Name (press to type, do not press on the arrow far right)
Enter Product Code
Enter Description
Enter Purchase Unit Cost & Quantity
Confirmation and Sync of Products & Services On A Job
Once all of the allocated Products & Services have been confirmed and synced, the allocation amount will be removed from the app dashboard as per below:
Inventory stock level updates will happen in real-time therefore your Klipboard web dashboard account will be updated to display accordingly.
The team member should continue to complete any remaining aspects of the job and once ready press the Complete Job button to finish. For more information on completing a job on the mobile app please click here.
Other Inventory Management Help Articles:
Inventory & Stock Level Management: Allocate Products or Services To A Job On The Web Dashboard
To learn more about how you allocate products or services when scheduling a job on the Klipboard web dashboard:
Managing Inventory & Stock Levels: Products & Services (Parts, Stock, etc)
To learn more about how you manage your inventory products or services on the Klipboard web dashboard: