Work Orders Details-Service app
The work orders are divided up into cards and are set up very similarly to HQ. Each card pertains to a specific part of the work order.
When first opening a work order, the Customer/Location Notes (if applicable) will automatically display to the technician. Once these have been viewed by the technician, the customer/location notes will not automatically pop up again. TIP: To view the Customer/Location notes, press the [Notes] button. NOTE: Tinnacity Service v2.68.0, in the Location Card Tinnacity chose to change the color of the [Notes] button to blue instead of red, as blue better represents 'information' rather than red, which typically indicates an error or warning.
Once the technician opens the work order, they will be prompted to View, Work, or Travel. This is part of the series of prompts to help the technician move throughout the app. If the technician selects view, unless they are clocking labor or travel on another work order, they will be put into 'Standby' (non-billable time). Simply tell the app what you are doing, are you traveling or working. For training purposes, TRAVEL was selected.
There may be a maximum of three required actions indicated in yellow. Specifically, the Checklist and Meter are consistently mandatory. NOTE: The requirement for Work Performed Notes & other settings can be configured based on your preference in a specific Work Order Type, which can be set in HQ>Work Order Types>select the type and click Edit. You can see that the time is clocking against travel. Upon arrival and the technician is ready to begin work, simply press the play button.
Location Card
If the location address is underlined, tapping the address opens Google Maps (or the default map) with directions. The [Notes] button displays specific information regarding the customer and/or location that the technician needs to be made aware of. Click here to learn more about Customer and Location Notes.
The [View Details] allows the technician to view details of the location, to view all open work orders for this location with the ability to request assignment of work order(s), to request/create a work order (depending on their level permissions), to request a quote, and to submit a sales lead. Click here to learn more on viewing and requesting open work orders.
Equipment Card
The equipment card, when applicable, includes a Checklist button (will be Yellow until it is completed, then turns Green), the equipment information, and the hour meter field (always required). The [View Details] button displays additional equipment information such as equipment notes, allows the technician to view open and history work orders, and attachments (i.e. attachments can only be uploaded by the back office and these can be PDFs or images). TIP: The pencil icon represents that the technician can edit the respective field.
If the [Notes] button is gray, there aren’t any equipment notes, if the button is blue then there are equipment notes. TIP: Equipment notes can be added by pressing either the [View Details] or [Notes] buttons in the Equipment card.
Click here to learn more about viewing and requesting open work orders.
Click here to learn more about equipment notes and attachments/URL links.
No Equipment Notes
Has Equipment Notes
Status Card
The status card display what type of work order (Repair or PM), the status (i.e. In Progress, Paused, etc.), Due Date (if set), Schedule Date (if set), Priority (if set) and Estimated Completion Date (back office and technicians can modify this date), and the current allotted time towards the selected action. Click here to learn how to sort open work orders by priority, schedule date, etc.
Description Card
The description card displays the work order's description.
The labels section allows the technician to add labels to help better describe the cause of the repair (i.e. damage, operator error, abuse, etc.). Labels can only be created in HQ.
Parts Card
The parts card allows the technician to add parts used (pulled from their van or purchased parts) or to request a part. To add a part(s), click the + sign. NOTE: Click here to learn more about adding parts. Click here to learn about requesting a part.
Attachments Card
The attachment card allows the technician to add pictures to the work order. Press the Camera icon to take a photo. TIP: The back office can also upload attachments to the work order via HQ. Click here to learn more.
Work Performed Notes
Work orders can be refreshed to get the most up to date information on the tablet and sync the data on the tablet with the Service iT web. To refresh the work order, tap on the “Refresh’ button in the top, right of the work order screen. To add work the work performed notes, click the three dots at top, right corner then select Work Performed. One to many notes can be added and are date/time stamped at the time of creation and each note will be listed with the date/time to help tell the 'story' of what was done and when. TIP: Technicians can view, edit, and/or delete already added work performed notes by going into 'Activity' within the three dots.
Once the required fields have been added and the repair/PM is completed, the Technician Review can be completed. NOTE: Upon completion of the technician review, the tech is automatically taken into the Customer Review, which consists of three options:
- Complete and Sign Now - This option directs technicians straight to the customer review screen, facilitating on-the-spot customer signature.
- Finish and Sign Later - Opting for this choice transitions the work order into customer review status. This flexibility enables subsequent signature capture at a convenient time, streamlining the process for 'bulk signing' multiple work orders if necessary.
- Complete without Signature - This avenue empowers technicians to finalize the work order without necessitating a signature. The signature on the completed work order will prominently feature the name of the logged-in technician.
TIP: Technicians can do a batch signature of work orders, one signature for all work orders completed. Click here to learn more.
