This process will outline the steps for creating a job in ServiceTrade while in the field on a tablet. This can be useful for Technicians or Salesmen that need to create their own work in the field. (In order to complete some of the actions below, keep in mind that the user will need to have a higher level role then technician. Account Scheduler is a good role to start with. You can create a custom role if needed.)

1. Go to app.servicetrade.com on the Google Chrome browser (preferred) on your tablet.

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2. Noticing you’re on a tablet, the browser will bring you into ServiceTrade tablet mode. You might not have any jobs initially for that day. Once you create a job, you'll see it in this list. Touch the button with three lines in the top left of the screen.

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3. A side drawer will open with a few options. Choose the ServiceTrade option.

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4. This will bring you to the desktop (office) view of ServiceTrade. Among other things you’ll see a Daily Schedule. Like the list from tablet mode, this will contain the jobs you have scheduled for the day.

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5. In order to create a job, you’ll need to find a customer first. Select or zoom into the Search field to the right of the top tool bar.

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6. Type the location name or address in this field and hit search on your keyboard. (Note this search will work with partial names or addresses.)

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7. The results will give you all matching data from the ServiceTrade database. If there is more then one match in the system, you may have to choose from a list of matches to get the specific location where you’d like to create a job.

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8. You may need to zoom into the results to choose the correct customer location. Tap the location name link of the location where you need to create a job. (Note that you will have the option to choose a location or a company. Jobs are location specific, so you’ll want to choose the location link on the left within the location section. The Company is mainly for viewing the billing address.)

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9. This will load the location page. All history and info about that particular location will be available on this page. Past jobs, quotes and comments among other things will be available.

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10. Zoom into the right side of the location page and choose the "Add a Job" button.

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11. The “Add a job” pop up with appear. This is where you’ll setup the job. The vendor will likely stay set to your company. You can also choose a due window if needed.

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12. Choose a job type that fits the type of job you’re creating. (Ex. Sales for a sales call and Service Call for a Service call etc…)

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13. Next Tap "Create a new service". You’ll need to pick a service line and a description for the service you’ll be providing. Once done touch the add service button.

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14. The next setup is to assign the job to a technician. If you are going to be completing the job yourself you can assign it to your user. If others will be doing the work you can assign it to another tech.

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16. You can also schedule the job to a specific date and time. This is recommended as this will better define your days work as you complete each job. Check the box next to "I would like to schedule this job" and choose a date and time. Once done, tap the “Create Job” button.

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17. This will create a job and bring you to the job page. You’ll notice the appointment below the job information. The appointment will include the scheduled time, assigned tech, and service description you chose on the previous page.

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This completes the job create portion. (If you were to use the Servicetrade mobile app on a iOS or Android device, you’d be able to clock in and out to this job.) The next steps will direct you back to tablet mode. Continue on if you'd like to finalize the job with a Work Acknowledgement and a customer signature.

1. Zoom into the far bottom of the page. Touch on the “Switch to Tablet Mode” link.

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2. This will bring you back to tablet mode. Since you’ve just created a job for that day. You should now see the same job within the you’re job list. If needed you can toggle back and forth to different days. To select a job to finalize, touch the blue arrow on the right side of the screen.

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3. This will take you to the tablet mode appointment page. If there is Asset info for the location, you’ll see it here. You can also add or edit the asset info by tapping the "Add an Asset" button or selecting the existing Asset.

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4. To finalize the job with a Work Acknowledgment, choose the “Actions" button in the top right and choose “Create Work Acknowledgment”.

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5. This will load the Work Acknowledgment builder page. On this page you can add parts, photos and comments to provide to the customer. To add a part tap the “Add part, labor, or item” button.

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6. On the “add part, labor or item” screen, you can search on the part number or description of the part and choose from the search results in the resulting drop down menu.

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7. You can also change the quantity of the part being added. Once you have the part and quantity selected chose Save. If you’d like to add more parts quickly, tap the right side of the button with the small arrow. This will give you access to a “Save and Add Another Item” button. This button will reload the Add page in order to add more items.

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8. If the item you are looking for is not available, you can manually type anything in the item field. Once done tap the Save button.

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9. Clicking the large save button on the "Add item page" will bring you back to the Work Acknowledgment page. You should now see the items you’ve added with quantities. To edit or delete any items, tap the blue arrow on the right of the item.

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11. If you scroll down the screen you can add photos or see files and photos that have already been added. You can also add comments if needed.

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12. If adding photos, tap the blue plus button in the photos area and chose from the options given. You can take a photo or import directly from your library.

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13. If adding comments, tap the add comment button, type your text based comment and hit save.

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14. Once you’ve added your parts, photos and comments, tap the “Review” button in the top right of the screen. (Note that there are Yes/No switches on all of the elements in the Work Acknowledgment builder. If you switch to "No", the customer will not see that particular item on the final Work Acknowledgment.)

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15. This will give you a finalized version of your Work Acknowledgment including your job terms and conditions if they are loaded in the system.

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16. This is a customer facing digital document that will need a signature. You can show this to the customer. Scroll down to the bottom of the page to find a Work Acknowledgment checkbox and a Confirm button. Have the customer check the box and tap the confirm button or do it for them if needed.

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17. This will take you to a digital sign screen. Add the customers First and Last name and have them sign the screen. (You might need to turn the tablet to the side in order to make the signature box large). If the customer would like a copy emailed to them, type their email address in the email field. If a copy is not required slide the “Send me a copy” switch to “No”. Tap continue to save the signature.

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18. This will finalize the job and send a copy of the Work Acknowledgment to the customer. Tap the "Appointment List” button to get back to your main appointment list.

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At this point in the process you’ve created a job and finalized it by adding part by having the customer sign. If there is a need for the technician/salesman to complete the job for the office, continue on to the steps below. The following steps will take you through this process.

1. From the main tablet mode page on your tablet, touch the button with three lines in the top left.

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2. Choose the ServiceTrade option.

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3. This will bring you back to the ServiceTrade desktop (office) view. The quickest way to complete a job that you’ve just done is to find it within the daily schedule on the top of the dashboard.

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4. Zoom in to the Daily Schedule and look for the job you had just completed. Once you find it, tap the job link.

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5. This will load the job page.

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6. Since you’ve completed the Work Acknowledgment and added parts. You’ll find those parts in the Job items section. You’ll also find the Work Acknowledgment in the Job documentation area.

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7. To complete the job for the office, zoom into the buttons on the right of the page. Tap the "Complete job" button. Notice the Job status is still Schedule.

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8. A “Complete Job” pop up with appear. Tap the orange “Complete” button to complete the job.

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9. This will reload the page. Notice the job status has changed to “Completed”

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At this point, you’ve completed the job for the office. If the office is going to invoice this job, you can stop here and move on to your next job. If the technician/salesman needs to also invoice the job and push it to quickbooks from the office view, continue on to the final steps below. (There is a method to add a invoice to the Work Acknowledgment as well.)

1. Once the job is completed the “Invoice Job” button is selectable. Tap the "Invoice job” button.

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2. Step 1 of invoicing is verifying items. Make sure the items and qualities are correct. When done tap the “Step 2 - Pricing” button.

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3. Step 2 of invoicing is Pricing. During this step you can edit the Invoice number, Customer PO and transaction date. You can also verify and/or edit the prices for you items. If all items and prices are correct, tap the green "Save invoice” button.

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4. The final customer invoice page will load.

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5. To send the invoice over to Quickbooks, choose the Send button on the top right of the invoice. Choose the Quickbooks company file (most likely there is one).

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6. Verify you’d like to send the invoice to Quickbooks by taping the “Submit” button.

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7. The invoice status will stay in Pending accounting until the Quickbooks Web Connector Syncs with ServiceTrade.

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