About Online Mobile Service

The online mobile service includes forms designed to be run on a mobile device that is connected to the back office using the Web Client. Android and iOS devices are supported.

Process Flow

Upon opening the mobile service, the Home Page - Service form is displayed. Use this form as the starting point to perform work. Typically, a technician then opens the Work Queue - Service form and proceeds to work through the appointments listed. After selecting an appointment, the technician can perform these functions:

  • Change the appointment status to update the back office scheduling board
  • Clock on to begin tracking the time of an appointment
  • Record labor, material, and miscellaneous expenses used on a service order
  • Clock off to record the time spent at an appointment
  • View customer and unit service history
  • Provide a summary of the work performed, which can be viewed online by the customer
  • Collect a signature from the customer
  • Update the appointment status to Complete
  • Create a new incident to log issues encountered while on-site
  • Create a new appointment to schedule follow-up visits