Note: The following screenshots are from an Android tablet in landscape view, but the app works similarly on a mobile phone. The difference is instead of having a left and right screen on a tablet, there is is only one screen at a time on a mobile phone.

Clicking the menu icon in the upper right will show a new window with options to add New Parts or Appointments, as well as look over Data and Settings.

On the left side is the schedule, which syncs while online. All dispatched work orders assigned to this employee are put in order from top to bottom, the top being the current work order.

To the right of the menu icon is a ‘light’ icon that is green when the device is online, yellow with intermittent service, and red when the device is offline. A radio tower icon means data is currently being transferred.

Data collected when the device is out of range will automatically be transmitted once the device gets back online. Any data already downloaded to the device will be available on the device while offline.

Top Menu Items

Along the top-left of the application are options to refresh the list, order Parts, make a new appointment, view map, and sort schedule.

Along the top-right menu are options to refresh, log notes, log activity, log lunch, log work complete, and get a signature.

At the bottom of the screen there are four icons on the left (Work Orders, Part Orders, Inventory, and Calendar) and four icons on the right (General, History, Assets, and Linked). The lower-right icons only show up when you’re looking at a work order.

Work Order Bottom Menu

General: contains details, customer, asset, appointment, and comments.

History: see initial notes, history, and activity.

Assets: filter, list, and explore site assets.

Linked: add attachments, forms, or billing to an order.

For a more detailed walkthrough of each screen, go to the Screen by Screen Walkthrough.