This article describes app features that are available while working on the job.
IN THIS ARTICLE
Checklists
Add products
Take photos
Add Signatures
Checklists
On the Checklists tab you will see the list of checklists that are linked to the job type. Some of them might be mandatory to complete on the job - it’s controlled by the admin. Tap on the checklist name to open and complete the form.
Checklists tab
Default Safe Workplace Checklist
Add products
On the Products tab you can manage products used on the job - it can be assets, equipment, materials, or any other additional charges. Here you can:
- Add a product - you can choose from the pre-defined products list or add a new item.
- Edit product (tap on the row in the products table below).
- Remove product (tap on the row in the products table below).
Products tab
Take photos
On the Photos tab you can:
- Take a photo.
- Pick a photo from the device.
- Remove photo (tap on a thumbnail).
- Open photo in a viewer (tap on a thumbnail).
- Annotate a photo (tap on a thumbnail).
Photos tab
Add Signatures
On the Signature tab you can:
- Add a signature as an engineer.
- Take the client's signature.
- Mark the client signature to be taken at the survey stage - the after job survey email will be sent to the customer if this functionality is enabled by the admin. The survey will contain a field for taking client signatures.
Sign tab
