Job Name & Job Items Workflow Enhancements (iOS/Android 5.0)

Alex McGinnis
Alex McGinnis
  • Updated

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What’s Included?

The release of the ServiceTrade Mobile App 5.0 for iOS and Android gives techs the ability to more efficiently and effectively add, view, and manage Job Items in the field. Technicians can also view Job Names within the Mobile App.

Important Note: This update is currently rolling out to Mobile App users over the next few days.

The new features include: 

 

Job Name Capability

Technicians on the Job Appointments List and Job Appointment page can see a Job Name listed for any jobs their Office administrators have set in the ServiceTrade Web App.

The Job Number is still visible on both pages, below the Job name on the Job Appointments List page and above the Job name on the Job Appointment page.

ST-Mobile-5.0-JobName.gif

 

Job Items Page Enhancements

Job Items Sections Based on Service

On the Job Items page, Technicians can now see that items are grouped by each individual service performed on the job appointment. The sections will be collapsible, so techs can quickly find the relevant items for their work.

ST-Mobile-JobItem-Sections.gif

 

Used/Available Job Item Quantities

Technicians are now able to view at a glance how many job items are available to them and how many of those items have already been used on this job. If technicians add a Job Item using their normal workflow, it will automatically assign a 'used on date' of the current date.

For example, if a technician adds 6 of a new item, the used on date will default to the current date for "used on", and will now appear as “6/6” on the item list.

Alternatively, Suppose a Job Item shows "0/6". In that case, this means that there are 6 of these items available that the office expects the technician to use on this Job Appointment, so the technician knows that they need to use 6 of an item, but can differentiate at a glance which items have been used or not used.

 

ST-Mobile-JobItems-5.0-Counters-wide.png

  • Grey numbers represent the number of items a tech has marked as used for the job.
  • Blue numbers represent the number of items that are available or “intended to be used” for the job, I.E., no 'used on date' has been applied yet.

IMPORTANT: Currently, you cannot partially mark an item quantity as used. You can only mark all items as used.

 

Swipe Right to Mark an Item as Used

On the Job Items Page, Technicians are now able to swipe right on any available Job items, and it will mark those items as used. It also applies the 'used on date' as today's date.

ST-Mobile-SwipeRightMarkUse.gif

 

 

Job Item Interface Update - Bottom Sheet

On the Job Items Page, Technicians can now tap on any Job Item listed, and it will open a new Bottom Sheet menu at the bottom of the screen that allows the Technician to mark all as used or tap the edit item button to take them to the item page
ST-Mobile-5.0-BottomSheet.gif

 

Bulk Items Enhancements on the Select Job Items page

Bulk Adding Items to a Job

On the updated Select Job Items page, technicians can now add items in bulk by tapping the plus sign next to any items in the list that they need to add to the job. The selected items will be moved to the top of the Select Job Items page as they are added, and once all items are selected for adding, they can be added to the Job with a single tap of the Add button in the top right.

This updated Job Item workflow provides a more efficient and streamlined process for technicians in the field when adding multiple items to a job.

ST-Mobile-BulkAdd-Items.gif

 

"Other Item" Workflow Enhancement

On the updated Select Job Items page, technicians can now more efficiently and easily add an "Ad Hoc" item to a job directly from the Select Job Items page by tapping the "Other Item" listing at the top of the page. This "Other Item" listing is listed at the top of all Select Job Item pages.ST-Mobile-OtherItemAdd.gif

 

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