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 Four tabs namely Day, Week, Month, and Custom 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. Office Notes are available if the office user who dispatches the job has an important note for the field employee. The office note cannot be edited.

Field Notes is where the field employee can add notes when in the field, office users will be able to see the field note.


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 Maps 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 beside the Job # will change accordingly. 

Once you started the Job, notice that the Break Button popped up.

The Job status beside the Job # changed to Started highlighted in green.

If you need to take a break just tap on the break button and the Job Status will be changed to Paused highlighted in yellow.

To view all the tasks that are available for the Job that is currently selected, click on the Tasks Tab on the bottom right.


Tasks on the Job

After clicking on the Tasks Tab, you should be able to see all the tasks that need to be done for the job that we started.

Tap on the task that was not started yet, then it will take you to the Task Menu

Notice The different icons that indicate the status of the Tasks. The checkmark icon means the task has been completed.

If you need to add another task for the job and it is not listed on the tasks list, you can add a new task by tapping on the (+) plus sign button.


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


Item Parts

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

Add/Edit Parts

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

If it requires adding 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

A list of pre-configured Forms that can be used for the job will be listed. You can pick and fill out the form and the customer can also sign it.

Form Signature

Once every field 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.

You can also MAIL the form once it has been saved and submitted.

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 the camera icon.

ADD Attachments

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

Edit Attachments

Now that we have attached an image, you will be able to edit the image like add a text, draw freehand, edit brightness, add basic graphics, crop, rotate, etc.

Existing Equipment

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

Existing Equipment

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

Select Existing – field employees can select a piece of existing equipment.

Create New- field employees can create new equipment.

Complete Task

Once all of the tasks have been completed, tap Complete Task.

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


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

Once 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 and is highlighted in yellow.

This can be completed 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 the square tile.

After selecting a customer, If the customer has multiple service locations all service locations will be seen under the location column select the correct service location to proceed.


Create New Job

After selecting a customer, you will need to add a job description. You can also add a Job Number it is optional.

Set up the Start time, End Time, and Start Date, End Date by tapping on each of them.

NOTE that you can only add 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 will be automatically sent and synced to the office as long as you have a network connection or Wi-Fi.