Clock-Out "Incomplete Reason" Workflow and Clock-Out Checklist (iOS/Android 5.2.2)

Adam Graetz
Adam Graetz
  • Updated

To get access to these features, be sure to upgrade your technicians' ServiceTrade Mobile App to the latest 5.2.2 Release.

What’s Included?

The ServiceTrade Mobile App 5.2.2 release for iOS and Android provides technicians with a new feature to log an "Incomplete Reason" when clocking out of appointments that are not completed. This feature can be enabled and disabled by an Administrator from within the "Technician App Preferences" accordion on the Account Settings page.

This release also contains a new feature called Clock-Out Checklist Workflow, which allows Account Admins to restrict your technicians from clocking out of a Job Appointment prior to completing a specific task such as: adding comments, attaching photos, or reviewing and updating deficiencies.

This release also enhances how Deficiency counts are displayed on the deficiency tile on the Appointment page and the Deficiencies page in the mobile app.

The new features include: 

 

Clock-Out "Incomplete Reason" Workflow

As of ServiceTrade Web Application Sept. 13th Release, Administrators can now enable or disable this Clock-Out "Incomplete Reason" Workflow under the "Technician App Preferences" accordion on the Account Settings page. You can read more about enabling or disabling this account setting in this release note.
Clock OUt Incomplete Reason Workflow.png

Important Note: This Account Setting will control a feature that will be available with Mobile App Version 5.2.2. If the setting is set to disabled, it will not currently disable the workflow until Mobile App Version 5.2.2 is available and downloaded on your Technician's Mobile Device.

This setting will be automatically enabled for all user accounts when Mobile App Version 5.2.2 is available. You will need to disable this setting, at that time, if you do not want this clock-out workflow for your techs.

Clocking Out with "Incomplete Reason" Workflow set to Enabled

When a technician is clocking out from a job appointment and does not mark a service or services as complete on the Clock Out page, they are now presented with a list of reasons to select from.

    1. If you are already clocked in On-Site on a Job Appointment on the Mobile App, go to the bottom of the page and tap the Clock Out button.
    2. Check to mark any service or services complete and tap Next.
      • The next menu will only appear if you have left one or more services marked incomplete.
    3. The next menu will ask, 'Why couldn't you complete the remaining services?' and will present you with the following options, and you will need to tap one to proceed :
      • Need Additional Work
      • Waiting on Parts
      • Access Issue
      • Need Customer Approval
    4. Depending on which clock-out reason the technician selects, it will either automatically generate a technician comment on the corresponding appointment or the technician will be asked to write a description. The chart below breaks down what comment will be created.
    5. Once the clock-out reason is selected, the next menu will ask you if you would like to move this appointment to the "Completed" section. This is helpful in instances where you would want to remove an incomplete appointment from your schedule.
    6. Tap Finish Clock Out when done.
Clock Out Reason Technician Comment
Needs Additional Work

Enter a Custom Technician Description

  • The technician is presented with a description text entry field where they can write in further detail.
Waiting on Parts "Work cannot continue without needed parts."
Access Issue

Enter a Custom Technician Description

  • The technician is presented with a description text entry field where they can write in further detail.
Needs Customer Approval "Awaiting customer approval."

 

 

Clock-Out Checklist Workflow 

With the new Clock-Out Checklist Workflow feature, you can now enable whether or not your Technicians review and complete specific tasks when clocking out from a Job Appointment. This includes finding and recording deficiencies, attaching photos, or leaving comments on the job appointment.

The following section will walk Technicians through completing clocking out with the Clock-Out Checklist. If you want to use this new feature, click here to learn how to Enable Clock-Out Checklist Workflows.

      1. If you are already clocked in On-Site on a Job Appointment on the Mobile App, go to the bottom of the page and tap the Clock Out button.
      2. Check to mark any service or services complete and tap Next.
      3. Complete the Incomplete Clock-Out Reason Workflow. Tap Continue Clocking Out when done.
      4. You will now see a Review and Complete Task List. Depending on what your Account Admin has set up you will be asked to complete certain tasks before clocking out.
        • Below is an example of an appointment that needs comments, attachments, and a deficiencies to move forward:
      5. Tap each Fix This Issue box and follow the instructions to complete the task. Scroll down to learn more about completing tasks for Attachments, Comments, or Deficiencies.
        • Below is an example where 2 of 3 tasks have been completed:


      6. Tap Finish Clock Out when done.

Attach a Photo

If your Account Admin has enabled Task-Driven Attachments, then you must upload an attachment to the job appointment in order to clock out.

      1. Tap the Attach a photo - Fix this issue > box.
        ST-Release_5.2-TaskDriven-Attach_Photo.png
      2. Follow the normal steps to add an attachment.
      3. green checkmark will now appear next to this task, indicating completion.

Leave a Comment

If your Account Admin has enabled Task-Driven Comments, you must upload a comment to the job appointment in order to clock out.

      1. Tap the Leave a comment - Fix this issue > box.
        ST-Release_5.2-TaskDriven-Leave+Comment.png
      2. Follow the normal steps to add a comment.
      3. green checkmark will now appear next to this task, indicating completion.

Find and Record a Deficiency

If your Account Admin has enabled Task-Driven Deficiencies, you will be asked if you found any deficiencies on your appointment, and if you did, you will be asked to upload a deficiency to the job appointment in order to clock out. If you did not find any deficiencies, you can select No deficiencies to report and continue clocking out as usual.

      1. Tap the Find & record deficiencies - Fix this issue > box.
        ST-Release_5.2-TaskDriven-Deficiency.png
      2. On the bottom sheet that appears, tap Yes or No, depending on if you found any deficiencies during this appointment.

      3. green checkmark will now appear next to this task, indicating completion.

 

Enabling Clock-Out Checklist Workflows

Clock-Out Checklist Workflows are disabled by default in your ServiceTrade Account. To enable this Mobile App setting, an Account Admin must enable Clock-Out Checklist Workflows in your ServiceTrade Office Account Settings.

      1. Log into ServiceTrade Office (app.servicetrade.com) as an Account Admin.
      2. Click on your Profile Photo.
      3. Click on Account Settings.
      4. Click to expand the Technician App Preferences accordion menu.
        ClockOutChecklist-TechAppPrefs-disabled.png
      5. Under the Clock-Out Checklist Workflow options, click to select Enabled. New checkboxes should appear below.
      6. Check to select any or all of the task list items you want techs to review and complete before clocking out.
      7. Click Save when done.

 

Enhanced Deficiency Tile Counter & Deficiency Page Filtering

The deficiency counter tile on the appointment page is now updated to show only the number of New or Verified Deficiencies on the current Job appointment you are viewing.

Additionally, the Deficiencies Page now shows Deficiencies on the current Job appointment by default and has three filtering tabs at the top of the page to filter deficiencies by: This Job, Open, and Fixed.

ST-Mobile-5.2-Deficiency-Filtering.gif

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