Complete a Work Order and Email the Customer (App)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

 

Step-by-step instructions . . .

1

Tap the Route Dashboard tab to view the route assignment > tap the work order.

2

Tap the Work Performed field to enter service details. 

3

Swipe right to mark an item installed.

  • Installed items will be grayed out after swiping. Swipe right again to uninstall an item.
4

Swipe right to mark a checklist item complete. 

  • Checklist items will be grayed out after swiping. Swipe right again to undo. Asterisks indicate the checklist is required in order to complete the work order.
5

To add a note, tap Edit > enter notes > toggle on Alert the office (optional) > tap Save.

  • Customers will not see these notes. Alert the office will send a notification email to the office. 
6

To add a photo, tap the camera icon > tap Use Photo.

  • The photo(s) will be included in the customer's email.
7

Tap Finish to complete the work order. 

  • Tapping 'Finish' will send the email to the customer.