Mobile APP

1. Accessing Field Service

After logging into the mobile application:

• Open the main menu

• Navigate to:

  • Field Services, or

  • Calendar

The Calendar is the primary view used by technicians to manage daily tasks.

2. Viewing Appointments

Appointments are displayed in a Calendar View, where users can:

• Switch between:

  • Day

  • Week

  • Month

• View scheduled service activities with:

  • Customer name

  • Status

  • Time

2.1 Appointment Status Indicators

Appointments are visually marked based on status, for example:

• Pending / Waiting

• Accepted

• In Progress

• Approved

This allows quick tracking of daily workload.

3. Opening an Appointment

To view details:

1. Tap on an Appointment in the Calendar

2. Open the Appointment Details screen

3.1 Appointment Overview

The Overview tab includes:

• Customer

• Service Action

• Location and Address

• Assigned Technician

• Date and Time

• Distance

• Status

3.2 Map and Navigation

• The service location is displayed on an interactive map

• You can:

  • Tap “Navigate” to open GPS navigation

  • Tap “Call” to contact the customer

4. Managing the Work Order

Each Appointment includes a linked Work Order, accessible via the “Work Order” tab.

4.1 Work Order Overview

Inside the Work Order, you can access:

• Spare Parts

• Service Description

• Signatures

5. Adding Spare Parts

To add parts used during service:

1. Open “Parts”

2. Tap Add Part

3. Fill in:

• Asset

• Item (part)

• Quantity

• Unit Price

• LOT Number

• Serial Number

4. Enable or disable:

• Chargeable (whether the part is billed)

5. Tap “Add Part” to save

5.1 Removing Spare Parts

To remove Spare Parts:

1. Open “Work Order” tab

2. Open "Spare Parts"
   

   

3. Slide Spare Part left

   

4. Delete

6. Adding Service Description

To document the work performed:

1. Open “Service Description”

2. Enter:

• General Service Description

• Head Technician Note

• Customer Note

3. Tap Save

7. Managing Signatures

1. Open “Signatures”

2. Capture:

• Head Technician Signature

• Customer Signature

7.1 Signature Status

• The system shows whether signatures are completed

• Work Order is considered finalized when required signatures are collected

8. Team and Assignment

In the Team tab, users can view:

• Assigned Manager

• Head Technician

• Service Members

Depending on permissions, editing may be restricted on mobile.

9. Locking and Read-Only Mode

• When an Appointment or Work Order is locked:

  • Fields become read-only

  • No further edits are allowed

This indicates that the service is finalized.

10. Notifications

Users receive notifications for:

• Assignment

• Appointments Status changes

• Work Orders Status changes

This ensures real-time awareness of tasks.

11. Creating / Editing Appointments

Users can create / edit appointments:

• Create Appointment

  

• Edit Appointment