Mobile App: Service Manager

Overview#

Service Manager tickets can be managed from the mobile app, however, they must first be created in the desktop app.

When you tap the applicable tile on the Tile Menu, tickets that have an active status and are assigned to the user accessing the mobile app appear.

💡These tutorials explain how to manage service tickets from the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to View a List of Tickets#

1. Sign into the Mobile App.
2. Tap the tile button that displays the code or description of the applicable Service Manager class.
3. A list of Active tickets assigned to you appears.

How to Add an Image to a Ticket#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Add Image on the context menu.
5. Grant permission to use your camera if prompted.
6. Capture the image with your camera.
7. Enter a name for the image on the popup.
8. Tap Save (button).
   • Note: Tap Cancel (button) to discard the image.

How to Add a Note to a Ticket#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Add Note on the context menu.
5. Complete these details on the popup form:
   1. Select a Reference from the dropdown list.
   2. Assign the ticket to someone else if applicable.
   3. Change the ticket's status if applicable.
   4. Enter the note in the block provided.
   5. Tap Save (button).

How to Navigate from the App#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Navigate on the context menu.
5. If permission is granted, your default navigation app (e.g. Google Maps) will open with your Location as the start, and the Customer's Address as the destination prefilled.

How to View the Ticket's Details#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap View Detail on the context menu.
   1. On the popup, tap the applicable tabs (e.g. Travel, Detail, Notes) to view the ticket information.
   2. Tap Close (button) when done.

How to Start Timekeeping for a Ticket#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Start Work on the context menu.
5. On the interface that opens fill in the fields as follows:
   1. Reference = Select a Reference from the dropdown list (if not prefilled).
   2. Note = Enter a Note (optional).
   3. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Start Work. Tapping Start (button) saves your edits and closes the form.
6. Close the Mobile App (optional).

How to Start Travel Timekeeping for a Ticket#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Start Travel on the context menu.
5. On the interface that opens fill in the fields as follows:
   1. Reference = Select a Reference from the dropdown list (if not prefilled).
   2. Odometer Start = Tap the block and enter your start odometer reading.
   3. Note = Enter a note (optional).
   4. Tap Start (button).
      • Note: The Timekeeping record starts when you tap Start Travel. Tapping Start (button) saves your edits and closes the form.
6. Close the Mobile App (optional) or use the Navigate feature (see above).

How to Stop a Timekeeping Record#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Stop Work on the context menu.
5. On the interface that opens:
   1. Enter a Note in the block provided if applicable.
   2. Tap Stop (button) to stop the timekeeping.
6. Close the Mobile App (optional).

How to Stop a Travel Timekeeping Record#

1. Sign into the Mobile App.
2. Tap the applicable tile button for the Service Manager class.
3. Tap the applicable ticket on the list.
4. Tap Stop Travel on the context menu.
5. On the interface that opens:
   1. Odometer Stop = Enter your closing odometer reading in the Odometer Stop field and press Tab on your keyboard or tap another field on your mobile device.
      • Note: The distance in kilometres is calculated automatically. You can also type the distance in the Km block to automatically calculate the Odometer Stop reading.
   2. Note = Enter a Note in the block provided or add to the existing note.
   3. Tap Stop (button).
6. Close the Mobile App (optional).