Viewing and Managing Services in the Mobile App

Alex McGinnis
Alex McGinnis
  • Updated

In ServiceTrade, Services are the tasks your company has agreed to do for the customer, or what is essentially the work to be performed. Techs use the Services Tile to view relevant details regarding the Services on the appointment, manage Deficiencies, Attachments, and Comments, and mark Services complete.

 

Prerequisites 

Viewing Services

The Services Tile on the Job Appointment Page allows technicians to view and manage all services on an appointment.
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  1. On a Job Appointment Page, tap the Services Tile.
  2. From the list of Services, select the relevant Service to view its Service Details.
  3. On the Service Detail page, techs can view the following information:
    • Service Due Date - The date on which the service must be completed.
    • Service Line - The type of service being worked on.
    • Asset - The asset associated with this Service.
    • Description - An explanation of the work to be done.

Marking a Service Complete

Once a Service has been completed on an appointment, techs can mark the Service complete.

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  1. On a Job Appointment Page, tap the Services Tile.
  2. From the list of Services, select the relevant Service to view its Service Details.
  3. On the Service Detail page, techs can tap the Service Complete toggle to mark the service complete.
  4. Tap Save.
    • Note: If a tech accidentally marks a service as complete and needs to reopen it, they can tap on the Service again, toggle off Service Completed, and tap Save.

Marking Multiple Services Complete

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  1. To mark multiple services complete at once, techs can tap the Edit button on the Services Page.
  2. Tap on each Service to select them or tap Mark All Complete to select all the Services on the Appointment.
  3. Tap Save.

Managing Deficiencies, Attachments, and Comments on a Service

Adding Deficiencies

These instructions will walk you through adding service-specific deficiencies.

  1. From the Service Details page, tap on Deficiencies.
    Note: The number in the parenthesis indicates how many deficiencies are associated with the service.
    Screenshot 2024-01-24 at 3.26.07 PM.jpeg.jpg
  2. Tap the Add Deficiency button.
    Screenshot 2024-01-24 at 3.28.17 PM.jpeg.jpg
  3. Write a description of the issue in the Description field.

  4. Tap Attachments (if applicable) to add attachments by importing media from your library, taking a new video or picture, or recording an audio memo. Once complete, tap Save.

    • You can repeat this step as many times as necessary.

  5. Select the Severity of the Deficiency: Inoperable, Deficient, or Suggested.
  6. Select the Asset associated with this deficiency.
    • If you don't see the Asset, you may need to add the Asset to the Location first. Click here to learn about Adding Assets
  7. Select the Service Line.
  8. Select the current Status of Deficiency: New, Fixed, or Verified.
  9. Toggle on or off whether you would like the Deficiency Visible To Customer.
  10. Type a detailed Proposed Solution (if applicable), then tap Save. The deficiency will now appear on the Deficiencies page.

Adding Attachments

These instructions will walk you through adding service-specific attachments.

  1. From the Service Details page, tap on Attachments.
    Note: The number in the parenthesis indicates how many attachments are associated with the service.
    Screenshot 2024-01-24 at 3.26.07 PM 2.jpeg.jpg
  2. On the Attachments page, tap the Add Attachments button.
  3. Select which type of attachment media you would like to upload from the menu that appears.
  4. On the Attachment Preview page, tap the Attachment Purpose button and select the purpose of the attachment from the list that appears.
  5. Tap the Visible to Customer toggle if you would like this attachment to appear on customer communications regarding this Job Appointment.
  6. Tap the Description text and type in a description for the attachment.
  7. Finally, tap the Upload button to upload the file from your device and onto the Service.

    Note: If you have any issues uploading an attachment due to internet connectivity issues, please read our article about Offline Mode in the Mobile App.

Adding Comments

These instructions will walk you through adding service-specific comments.

  1. From the Service Details page, tap on Comments.
    Note: The number in the parenthesis indicates how many comments are associated with the service.
    Screenshot 2024-01-24 at 3.26.07 PM 3.jpeg.jpg
  2. Tap the Add Comment button.
    Screenshot 2024-01-25 at 9.36.20 AM.jpeg.jpg
  3. Add a detailed comment.
  4. Toggle Make it visible to everyone on or off.
  5. Tap Save when done.

 

 

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