Last Updated: January 07 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 Service 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 Service 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 Current, Upcoming and Past sections list the work that is scheduled specifically to you (the logged-in simPRO Mobile user) for the current day. The Assigned to you section displays quotes and jobs that have you as the Assigned Technician and are due on the current day. The coloured status bar displayed against each project on the Service 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
- Project type and number
- Customer name
- Cost centre name
- Site address
- If no site address exists, this field appears blank.
- 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 additional information about the project, such as the company name, Mobile Status, Project Status, Site contact, Customer contact, Job Description, and Cost Centre description.
Tap OPEN to access the respective project. For jobs, you can tap START TRAVEL & NAVIGATE to activate the START TRAVEL button in the job, and open 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. To open the default phone application with the customer’s contact number populated, tap the icon.
Tap on the Service Schedule to FIND A JOB or schedule a new activity.
Note that 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 Service Schedule, you can navigate to manage Times.
Refresh the module
Any updates to the Service 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.
The quotes / jobs / activities that have passed their scheduled time move into the Past section, even if they are not completed. 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 Service Schedule, tap the corresponding project. Details such as the customer, site, 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 Service 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 time stamp when you start work and CLOCK OFF to time stamp at the end of your day's work. Your CLOCK ON and CLOCK OFF time stamps 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.
CLOCK ON / CLOCK OFF is available only for the current date.
Learn more in How to Clock On / Off.