Differences Between iOS and Android
The ProgressionLIVE mobile application offers nearly identical functionality on both iOS and Android, but the location of the menus differs.
iOS (iPhone)
Menus are accessed through icons located at the bottom of the screen.
Android
Menus are accessed through icons and menus located at the top of the screen.
Main Task Screen
When viewing a task without opening any menu, you can see:
The task status
The appointment
The summary and description
The duration
The taxes
The customer and location
The task's completed fields
Note: Only fields containing data are displayed on the screen.
Accessing Task Menus
Task menus are accessible only to:
The primary assigned resource
Assistants (with limited permissions)
Note: Users with a Timesheet-only license do not have access to the features described in this article.
Attachments
iOS
Attachments icon in the bottom-left corner.
Android
Attachments icon in the upper-right corner.
Purpose
Add photos
Add documents
Manage all files attached to the task
Note: Both the primary resource and assistants can add and view attachments.
Comments
iOS
Comments icon in the bottom menu.
Android
Comments icon in the upper-right corner.
Purpose
Add comments to a task
View existing comments
Review comments left by other users
Tips : Comments can be marked as Priority Comments when created (if configured). These comments are displayed to the user when opening the task.
The user must view the priority comment before accessing the task.
Signatures
iOS
Signatures icon in the bottom menu.
Android
Signatures icon in the upper-right corner.
Purpose
Add a customer signature
Add an employee signature
Note: Signatures can be configured as mandatory within task property settings, requiring users to collect a signature before progressing through certain workflow steps.
Invoice
iOS
Shopping Cart icon in the bottom menu.
Android
Shopping Cart icon in the upper-right corner.
Purpose
Add items to the invoice
Modify existing items
Note: Products are pulled from the account's Product Catalog.
Equipment
iOS
Gear icon in the bottom menu.
Android
Equipment menu (gear icon) at the top of the screen.
Purpose
Add equipment associated with the task
Create new equipment records linked to the task
Tips : When equipment is linked to a task, the task becomes part of the equipment's service history. This allows accurate tracking of all work performed on each piece of equipment.
Task Fields
iOS
Paper/Pencil icon in the bottom menu.
Android
Paper/Pencil icon at the bottom of the screen.
Purpose
Complete or modify task fields
Examples
Customer information
Location information
Custom fields specific to the task type
Tips : If equipment is associated with the task, it will impact the service history of the selected equipment, providing detailed tracking of work performed.
Timesheet
iOS
Clock icon in the bottom menu.
Android
Clock icon in the upper-right corner.
Purpose
Add time entries
View existing time entries
Record time for:
The primary assigned resource
Other resources assigned to the task
Tips : If you add a time entry for a resource who is not currently assigned to the task, that resource may be automatically added to the task if the corresponding Timesheet configuration option is enabled.
Work Order Preview, Printing, and Delivery
Preview and Print
iOS
Printer icon in the bottom menu.
Android
Available through the Preview / Print menu.
Purpose
Generate the work order
Print the document
Share it by email or SMS
Changing a Task Status
iOS
Share icon in the bottom menu, or directly beside the current status.
Android
Circular button displaying the current status and color at the top of the screen.
Purpose
Change the task status
Trigger automations associated with workflow states
Note: Most automations within Progression are triggered by status changes.
Frequently Asked Questions (FAQ)
Can assistants modify a task?
No. Assistants can add time entries and attachments, but they cannot modify task details.
Where do I add photos on the mobile app?
Photos can be added through the Attachments menu.
Can signatures be added at any time?
Yes. Signatures can be collected at any time through the Signatures menu.
Where do I enter time on a task?
Time entries are added through the Timesheet menu (clock icon).
How do I change the status of a task?
Use the status button displayed on the main task screen.