If the administrator has activated this option in the Settings you can also create jobs via the application.

Step 1: Select a Job

From the list of current job, select the job you want

Back to Jobs list
Duplicate Job (if necessary)
Decline / reschedule job
Job information
The following band combines the 3 steps of an job:
- Description of the job: contains all the necessary information in order to be able to carry out the work
- Report: All information entered by the technician
- Invoicing: This screen will allow you to add the parts and services you used during the job
Job Information (custom fields, attachments)

Step 2: Job description

Planned start and end time.
Job description
Customer name
Job history (Not available for subcontractors)
Address of job : if you click on the icon, it will propose to you to launch the help to the navigation in order to go to the place.
Contact name

Contact phone
By clicking on this icon you can call the contact without dialing the number
Contact mobile
By clicking on this icon you can call the contact without dialing the number
Contact email
By clicking on this icon you can send an email to the contact directly
Job number
Access to the online view of this job
Technician name
Role: Job Manager, you are job owner and in charge of completing the report. If you are not an Auxiliary Technician, you cannot complete the report.

Step 3: Starting a Job

	Hit Start button (1) then click again on Start (2).
	1. Duration 2. Pause Job 3. End Job Notice: all mandatory fields must be completed to end a job. Mandatory fields are shown in red.

Step 4: Job report

1. Completing a Job report.

This part contains all the questions, previously defined by the administrator in order to verify and give as much information as possible on the actions that have been done during the job.

The elements of the job report can be grouped

together in a family form to make it easier to read.

Note: If a family appears in red, it means that at least one of its fields is mandatory.

Select the family you want to fill.

In order to facilitate the entry, there are several types of fields:

Checkbox
Text fields (max: 512 characters). Also: Date, time, signature, validation.
You can add comments (max: 3072 characters)
For text fields, you can scan barcodes

For each field, it is also possible to add an issue.

Just make a slide from right to left.

If an issue is raised, the manager is immediately notified in the back office.

There are 3 status to an issue:

Compliant
Resolved
Unresolved

For more information on how to raise an issue click here.

To see how to use the vocal command to complete your job report please click here.

2. Attachments

To add a picture or a barcode reading to a Job Report

Click on (+) sign

Select from:

Photo album
Camera
Barcode Reading (uses the camera)

Photo has been added
Description or barcode result
Delete/Add Attachment

For more information on how to add and annotate pictures click here.

3. Signatures

	Add customer's signature Add your signature
	Add the person's name Sign or Clear signature Validate signature
	End Result

To see how to download your job report's PDF please click here.

Step 5: Add Parts & Services to a Job

This section allows you to add the parts and services used during the intervention or to establish an estimate.

	Select PARTS netx to the REPORT section
	Click on Add Item
	For clarity, the elements are grouped into families. Select a part / service Search a part / service Use filters
	Adding Serialized Parts from Other Technicians' Depots The technician can see the quantity of Serial numbers available on his own depot for each serializable part. By clicking on the part, he will be able to obtain the list of available serial numbers and the name of the depot that holds it.
	No. 100 belongs to the MAIN depot No. 120001 belongs to depot 2 N° 120002 belongs to the TRUCK vini depot All Part Numbers without depot’s information correspond to those stored by the technician himself. Pay attention : as soon as the green tick is displayed on a part the depos movement is “Done” (see message displayed at the bottom of the screen)
	The selected part(s) taken by the technician's depot, if deleted from the Job will not be moved back to their original depot.
	You can add delete items (2) as well as delete them (1 and 3). You may also select serial numbers for serialized parts (4). You will find the total tax free at the bottom (5)

Step 6: Take Back a Serialized Part

This section enables you to take back serialized parts which were previously added to a client during a job.

	Select PARTS next to the REPORT section
	Click on Take Back serialized part
	Fill in the serial number (1). If it is found in the previous parts added to that client then the category and part will be auto-completed (see Case 1) If the serial number is not found then select the part's family (2) then select within the family (3) (See Case 2) Choose the serialized parts' status (4) : OK : the part will be added to your depot Needs Repair : your manager will see the part in your depot but you will be able to see and use it only once it has been repaired and is put back to an OK status Obsolete : the part will be taken back from the client and will be deleted so that it cannot be used anymore.
	Case 1: Found serial number Fill in the part's serial number Click on Check The category and part field will automatically be completed Choose one out of the three status options Click on Confirm to validate the part and its status
	Case 2: serial number not found Fill in the part's serial number Click on Check As the serial number wasn't found search for the parts' family in the list of families for which parts were added for that client. Click on Search and choose the wanted part within the chosen family.
	Case 2: serial number not found Choose one out of the three status options Click on Confirm to validate the part and its status
	To edit the serial number or change the part's status click on the pencil To delete a part click on the cross