Mobile Job/Scheduling

The IndusTrack Mobile Application for Scheduling Jobs for employees .

Making Jobs as default screen

Click the three bars on the upper left of the application, the dashboard will come up. Select Settings.


Locate Default Screen Option and select Job. This will set the Job as you default screen whenever you login to the app.

Start your Shift

Inside the Jobs page, you will see    three tabs namely Day, Week, Month which will show you the list of Jobs on the currently selected tab. 


Tap the Start Shift button to clock in and select a Job listed below.

After selecting the job, it will take  you to the job details page. All the basic information about the job will be provided such as contact information, crew members, and etc.

Job Notes / Details

You can review the job details. Notes is available if the person who dispatch the job has an important note for the job . This can also be edited, this can then be seen by the office user after the job is complete.


Start Travel

When you are ready to travel on the job, tap on the Start Travel button. If you tap the Address on the job details, google map will open up and route you to the destination.


End Travel

Once you have arrived, you need to tap the End Travel.


Start the Job

Inside the Details Tab hit the Start Job button when you are to start the job. 

Once you are on the job, the Status on the bottom side will change accordingly. If you need to take a break, tap on the Break button just below the start button.


Tasks on the Job

Click on the Tasks Tab just beside the Details Tab for you to view all the tasks that are available for the Job that is currently selected.

Tap on the first task, then it will take you to the Task Menu

Notice The different icons that indicates the status of the Tasks.


Start Task

If the Task has not been initiated, You will see this Start Task button as green. Tap the button to start the task.

Job Notes

Inside task, the field employee will be able to see Job Notes coming from the office users, this will allow them to put in important reminders for the field employee.

Field employee can also add Field Notes and the office users will be able to see it after the job.


Parts

Field employee can also see the parts that will used for the job or the parts that will be required.

Add/Edit Parts

Field employee can also edit the quantity of the parts by tapping the pencil icon at the top right.

If it requires to add a part, tap the + (plus) icon and the field employee can then search and add the part.

Mobile Forms

If the field employee or the customer needs to fill up a required form or sign a form, tap Forms.

Mobile Forms

List of Forms that can be use for the job will be listed. You can pick and fill out the form and the customer can also sign it.

If the Form that you need is not there, tap the + (plus) icon at the top right and select the form that you need.

Form Signature

Once every fields and information has been added to the form, the customer can provide a signature for the form. This can also be seen by the office users after the job.

Save/Submit Form

SAVE will just save the form without submitting it and can be edited later on.

SAVE AND SUBMIT will complete the process and will not be able to edit the form.

Attachments

The Field employee can also add an image attachment that will be added to the job and can also be seen by the office users.

To ADD and Attachment, tap Attachments.

ADD Attachments

The Field employee can add an Attachment by tapping the + (icon) at the top right of the screen.

ADD Attachments

You can choose from the Gallery of your device or the field employee can take an actual picture by tapping Camera.

Existing Equipment

Existing Equipment will show a list of equipment’s that has been used for the job before. Tap Existing Equipment to view it.

Existing Equipment

Scan Existing – field employee can scan a code of an equipment and it will be automatically added to the job.

Select Existing – field employee can select an existing equipment or add a new equipment.

Create New – field employee can create a new equipment that has been used for the job.

Estimates

Estimates can also be added to the job. Tap Estimates to view it.

Create Estimates

Field employee can ADD a new estimate by tapping the + (plus) button at the top right of the screen.

To open an estimate tap one on list to open it.

Estimates

Field employee can then review the estimate. To edit the estimate, tap the pencil icon at the top right of the screen.

Once finalized, the customer can sign the estimate by tapping Sign.

To Email the estimate, tap the mail icon next to the pencil icon at the top right.

Purchase Order

Field employee can view or create Purchase Order for the job. Tap Purchase to open it.

Purchase Order

The field employee can now fill up the Purchase Order.

Select a Vendor that has been created by the office users. Add the Vendor Invoice number. Add the Amount. Add Memo if needed.

And Lastly, Add Parts. Tap Parts to add the required parts for the purchase order. Parts – If you need to find additional parts necessary to complete the task, tap on this button and it will take you to the Parts Page. It will bring up a list of inventory items that are available and from what warehouse it will be removed from.

To Save the purchase order, tap the CHECK icon at the top right of the screen.

To finalize and receive the inventory for the purchase order, tap the Cart icon next to the check icon.

NOTE that once you Receive Inventory you will no longer be able to edit the PO.

Complete Task

Once all of the task has been completed, tap Complete Task.

If something is missing or cannot be done for the task, tap Incomplete Task.

Sign the Job

Once the tasks have been completed, go back to the Job Details, scroll down and look for Sign. This is where the customer can put their signature. 


Finish the Job

Once signed, hit Save. Once all is settled, tap on the Done and a prompt will appear if you want to Hold or Complete the job.

Complete – will mark the job as finished and stop clocking your time for that specific job.

Hold – this will put the status of the job to hold for a reason.

Job ON HOLD

One you have decided to put the job on hold, you will be given an option for the reason why it was put on hold.

Pick a reason and tap Select.

Notice that the Job Status turn in to On Hold with the reason below it.

This can be complete once the customer is available depending on the reason.

Start the job and complete the process. Once everything is done, tap DONE and Complete.


Add a Job

You can create a Job by tapping the + (plus) icon at the top right of the screen.

It will take you to this page where you can search for the customer name using the search field or you can manually scroll down. Once you have found the name of the customer, tap on add located at the top right corner.

You can also add a new customer by tapping the + (plus) symbol at the top right of the screen.

After selecting a customer, you will need to set up the time and date by tapping on each of it.

You can a Job Description and the Job Number.

NOTE that you can only add a Tasks after saving the job.

SAVE the job by tapping the check button at the top right of the screen.


End your Shift

After a hard day’s work, hit the End Shift button. Data’s will be automatically sent and synced to the office as long as you have a network connection or Wi-Fi.