Using the supporting forms

Use the forms described in this table to support the service flows described in Primary service flows.

Form Description
Partners Use this form to view a list of partners. Select one to view detailed information for that partner.

If GPS is configured, tap the Map icon to view the partner's last known location, using the device's native mapping application.

Customers Use this form to view a list of customers. Select one to view detailed information for that customer.

The Action menu on the Customer detail form includes these options:

  • Units: Opens the Units for <Customer Name> form, which lists all units associated with the customer.
  • Incidents: Opens the Incidents for <Customer Name> form, which lists all incidents associated with the customer.
  • Service Orders: Opens the Service Orders for <Customer Name> form, which lists all service orders associated with the customer.
Units Use this form to view a list of all units or search for a specific unit or item.
Unit Use this form to view detailed information about a unit that is scheduled to be serviced.

The Action menu on the Unit detail form includes these options:

  • Configuration: Opens the Configuration form, which lists all units associated with the unit.
  • Incidents: Opens the Incidents for <Unit Number> form, which lists all incidents associated with the unit.
  • Service Orders: Opens the Service Orders for <Unit Number> form, which lists all service orders associated with the unit.
Configuration Use this form to view the components that make up a unit.

Use the Show Future/Removed Action menu option to view components that were removed prior to the As Of Date in red and view components added after the As Of Date in blue.
Item Availability Use this form to view the available quantity of items in inventory. The items are grouped by warehouse, so a technician can review which items are in their truck and which are in a distribution center or other trucks.
Material/Labor/Miscellaneous Use these forms to add material, labor, or miscellaneous transactions.
Inspections Access this form from the Action menu on the Service Order Line form. Use this form to capture inspection readings while on site.
The inspection tasks are color coded as described here:
  • Red = tasks that failed
  • Green = tasks that passed
  • Yellow = tasks that failed initially but passed when retested
Work Order/Estimate

Use these forms to obtain a customer’s signature and their legible signature name, which will associate that signature with a service order or incident in the back office.

Customers can sign their name in the Signature Line field and type it into the Signature Name field. When you click Share, all of the signature information is permanently saved (attached) to the work order or estimate for reference and printing purposes.

You can also generate a PDF of the work order. See Printing a work order for more information.

If the SyteLine back-office version linked to the mobile device is not updated to support the Signature Name field, the signature name from the mobile app will appear in the printed and shared output but will not be saved to the SyteLine back office.
Custom List form

A custom list form is created when it is necessary to show multiple records for an IDO from the Mobile Extensions back office form. Shown In Base must be cleared for the IDO on the Mobile Extensions form.

The form shows a list of records related to the IDO.
Custom Detail form

A custom detail form is created to show a single record for an IDO from the Mobile Extensions back office form. Shown In Base must be cleared for the IDO on the Mobile Extensions form.

The form shows a detailed information related to the IDO.