In this article we’ll go through the app screen by screen to help you understand what each screen does.
This is the login screen. If you press “Login” you’ll login and if you press the upper-right menu button, you’ll see this:
“Request Refresh” requests new data from the server. “Download Metadata” will download new configurations for your app. “Update” will check for updates for the app. “Debug” goes to a developer log area with its own menu. “About” shows version information. And “Reset Application” removes all of your data and allows you to re-login again.
When you first login you’ll see work orders in the Schedule on the left and a menu along the bottom that says “Work Orders”, “Part Orders”, “Inventory”, and “Calendar”. You can either press the work order on the left or press the menu button on the upper-right. Here’s what it looks like in the upper-right menu:
On the top-right menu of the main screen, “Order Parts” takes you to the New Part Order screen. “New Appointment” takes you to the New Appointment screen. That’s where you can make a personal appointment that’s different from a work order. “Check for New Data” checks the server for new data. “Refresh Lists” refreshes non-parts lists. “Refresh Parts List” refreshes the parts list on the app. “Reload Inventory” reloads the inventory count on your app. “Request FE History” takes you to the Request FE History page. “Options” takes you to the Options page (below). “Debug” takes you to a developer log area with its own menu. “Sync Times” will sync time with the server (similar to pressing the green ‘stoplight’ in upper-right of app). And “About” shows version information.
The Options screen contains Units (English or Metric), Odometer (to enter starting odometer), Schedule Sort Order (Scheduled Onsite Time or Case Age), Map Using (Address or Latitude/Longitude), Theme (Grouped – Labels Left, Grouped Labels Top, or Ungrouped), Logging (for development debugging: None, Exception, Information, or Verbose), Report Errors (to development on or off), Location Enabled (on or off), and Show WO Alerts (on or off). Now lets get back to the main screen to go over work order screens.
Press the work order on the left and new information will open up on the right. There are several new menus (2 at the top and 1 at the bottom):
It defaults to showing you the “General” screen (you can see that you’re on the General screen because it’s highlighted in the bottom menu) and within the General screen, you’re on the “Details” tab. “ID” is the work order ID number. “Type” is the type of work order. “Status” shows the status (it can be changed using the geometric shapes icon on the right). “Stage” is a system-generated status that can’t be changed by a user. “SLA Status” is the status of where you’re at regarding the SLA (if used). “Severity” was set at either the Case or Work Order level. “Description” is the description listed on the case. If you swipe to the left, you’ll go to the “Customer” tab:
“Customer” is the name of the Site. “Contact” is the name of the contact associated with that site. “Phone” is the office phone number associated with the contact. Pressing the phone icon on the right will prompt you to make a call if able. “Mobile Phone” is the mobile phone number associated with the contact. “Address” is the site address. The earth icon on the right will show the location on a map. The blue, ^ icon on the right will bring up a navigation app on your device (if enabled). “Driving Directions” are text directions (if available).
Swiping to the left again we see the “Asset” tab where you can request asset history. Swiping to the left again gets you the “Appointment” tab”:
The Appointment tab shows you appointment information for when the user is expected to “Travel Start”, be “Onsite”, and how long they’re expected to be there (the “Duration”). Swiping left once more shows you the “Comments” tab:
“Special Considerations”, “Contract Entitlement”, and “Case Solution” are all read-only for the user. Next lets look at the bottom menu’s “History” page:
It defaults to showing you “Initial Notes”, but swiping left will show the user work order history:
Swiping left again shows any Activity on the work order. Pressing the “Assets” button in the bottom menu takes us to the “Filter” tab:
The Filter page allows you to search for a site asset installed at the site. Whereas the next “List” tab shows you a list of all of the site assets installed at the site:
Moving on to the lower menu’s, “Linked” screen, we start out with the “Attachments” tab, which can contain images or PDFs from the device (a green checkmark means they’ve been uploaded to the server):
Swiping left we see the “Tasks” tab, which displays any tasks that were assigned to the work order by the dispatcher:
Swiping once more we get the “Billing” tab, which is used to create quotes or invoices (both get saved as Attachments). In order to create a quote or invoice the work order has to have a Support Program (Service Offering or Time and Materials – check under General > Comments > Contract Entitlement).
Swiping to the left again we see the “Part Orders” screen where users can order parts (if enabled).
Swiping to the left again we see the “Payments” screen where users can add payment for work performed. If you have credit card payments enabled, this is where the user would accept credit cards.
More Detailed Resources
- GoServicePro Mobile Logging – this gives detailed information on how to do the top menu on the right that we didn’t cover in this walkthrough.
- Navigating GoServicePro Mobile – this gives a good summary of the information included on this walkthrough.
- Adding Picture Attachments – specific instructions on how to add attachments like photos to a work order.
- Changing Work Order Status – specific instructions on how to change a work order status.
- Dispatch and Reschedule Work Orders – instructions on how a user can reschedule a work order if needed.