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Last Updated: June 01 2020
Use the Service module in simPRO Mobile to access current project information and manage quote / job work in real time. Field technicians can easily enter clock on and clock off times, parts used, view / upload linked documents, and email job cards.
When you access the Service module, the Schedule is displayed. This is a outline of all your scheduled and assigned, quotes, jobs and activities, for the current day, as defined by the date picker at the top of the schedule.
From the Schedule, navigate to the corresponding quote / job / activity, update and create new time blocks, clock on and off, view job cards, present quotes, and create new activities.
The Schedule displays the work scheduled specifically to you (the logged-in simPRO user) for the current day in a chronological order of the scheduled time. The coloured status bar displayed against each project on the Schedule matches the colour of the job status in simPRO. And, the coloured circle around matches the colour of the current mobile status.
Scheduled activities display the start and end time and the activity name. For quotes and jobs, following details are displayed:
- Scheduled time
- Work type and number
- Company name
- For multi-company build users, if the technician is assigned to multiple companies, the company that the quote or job is scheduled in is displayed next to the scheduled time.
- Customer name
- Site name
- Site address
- If no site address exists, this field appears blank.
- Cost centre name
- Quote or Job name
- If there is no job name, it displays the cost centre name.
- Additionally if there are multiple cost centres, this remains blank.
Tap the icon to view the Mobile Status, Quote / Job Status, Order number, Due date, Quote / Job Description, and Cost Centre description. The CONTACTS tab lists the available contact information, such as Site contact, Customer contact, Job / Quote contact, Salesperson, and Project manager.
Tap OPEN quote / OPEN job to access that work. For jobs, you can tap Start travel & Navigate to activate the START TRAVEL button in the job, and change the Mobile Status to Travelling. This opens your device’s default maps application. If site address is not available, you can tap OPEN to access the job.
Use the icon to access the built-in maps application based on the site coordinates on your mobile device. Tap the icon to view all work contacts including customer, site, quote / job contact, quote salesperson and job project manager. Tap again or tap the Email icon for the required contact to open the default phone or email application with the contact number or email address populated.
Tap on the Schedule to FIND A JOB or schedule a new activity. Note that the FIND A JOB option is only available if you are online when using simPRO Mobile.
Note that when online you can search jobs that are scheduled or assigned to you and all pending and progress jobs, depending on your simPRO Mobile settings. Additionally, invoiced / archived jobs can appear read-only depending on the security settings.
From the Schedule, you can navigate to manage Times.
Refresh the module
Any updates to the Schedule automatically refresh every time a field technician returns to it from any part of Service module. This quick schedule refresh ensures uninterrupted workflow avoiding any on-screen notifications. Alternatively, to load the most current data from simPRO, swipe the screen to the right or tap the menu icon at the top-left corner and tap REFRESH ALL SERVICE DATA.
Refreshing the schedule only retrieves data from simPRO to the Service module. The module sends data to simPRO in the background at regular intervals if you have a stable internet connection. Changes to work notes, stock and materials are uploaded when the job is submitted. If you are working offline and you finish a job, the project is queued and automatically sent when you establish a stable internet connection.
To access the scheduled and assigned quotes / jobs / activities listed in the Schedule, tap the corresponding project. Details such as the customer, site name and address, scheduled time and job / cost centre description are displayed for selected quote or job. For activities, options for creating time blocks are displayed.
If you change to any other date than the current day on the Schedule, you can access the detailed job information but cannot enter the START TRAVEL and START WORK times. Similarly, when you tap a job, you can select TODAY or the scheduled date in the Open job for pop-up. You can record the travel and work times only if you select TODAY.
For activities, you can edit time blocks for the selected date, but, you cannot access quotes for any other date except the current day.
CLOCK ON and CLOCK OFF
You can tap CLOCK ON to timestamp when you start work and CLOCK OFF to timestamp at the end of your day's work. Your CLOCK ON and CLOCK OFF timestamps along with your total clocked hours are sent to simPRO and recorded in Schedules > Timesheets. Additionally, when you CLOCK OFF, you are prompted to fill out any empty time intervals between the CLOCK ON and CLOCK OFF timestamps, as time blocks, for quotes, jobs and activities. You can Undo Clock off if you need to continue with your day's work.
CLOCK ON / CLOCK OFF is available only for the current date.
Learn more in How to Clock On / Off.