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Managing Service Orders in Mobile Install

How to manage Service Orders in Mobile Install

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Written by Ashok P
Updated over a month ago

When you log in to Mobile Install (MI), you will see the Dashboard with your service orders published from SI.

Service orders are categorized as Not Started, In Progress, Completed, and Overdue. Clicking any of these tiles will display a filtered list of your service orders, or you can click the Service Orders tab to view all your service orders.

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There are various filters where you can view service orders within a date range, filter by Status, etc.

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On the right side of the interface, next to each service order, you will see the following icons:

  • View site notes and images

  • Add installers

  • Add the service order to the calendar

  • Edit the service order

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You can also click on a service order to edit it.

General Tab

The General tab contains general information about the service order, some of which can be edited using the Pencil icon.

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Items Tab

The Items tab lists all the individual items added to the service order. It is a read-only view.

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Often, this will be blank as you may not know what items to add to a service order ahead of time.

Repair Items Tab

The Repair Items tab displays any repair items added to the service order. Repair items can only be added to a service order associated with a project.

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Site Items Tab

The Site Items tab allows you to add products or labor to the service order directly in the MI interface. You can then add these items to the project later.

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Click the appropriate button to add a product or a labor item.

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If you are manually entering an item, this will open a page where you can enter as much information as you like.

You could also add an item from your SI catalog using the Publish Site Items feature within SI.

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This opens a window to choose an item to add as a site item.

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You must approve site items so they can synchronize with SI. You can select individual site items to approve or all at once by clicking the tick box in the header.

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When you choose to approve site items, a window will display where you can enter the name of the person approving them. The field will default to the name of the contact assigned to the service order.

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Once the service order is synchronized back to SI, an item from your catalog will need to replace this site item to be properly added to the service order.

Site Notes Tab

The Site Notes tab allows you to add any notes from the field by typing them in the box and then clicking the Add button.

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Site Images Tab

The Site Images tab allows you to add images to the service order by dragging, dropping, or using the Add button.

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Images added here can be downloaded to the project's folder, but only if the service order is associated with a project.

Checklist Tab

The Checklist tab allows you to edit the checklist associated with the service order. However, you won't see this tab if no checklist exists for the service order.

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Custom Fields Tab

This tab will display and allow editing of any Service Order Custom Fields that have been defined.

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Approve Tab

The Approve tab displays all items assigned to the service order, including site items. You can expand or collapse the items via the arrows on the right side of each section.

The client can sign off on the service order with a touchscreen device or mouse.

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Installers Tab

The Installers tab displays the resources for the service order and the estimated hours assigned.

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Time Sheets Tab

The Time Sheets tab allows you to add time sheets to your service order to track actual hours. The time sheets synchronize with SI.

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If you have enabled the QuickBooks Time integration, the default setting is to disable time sheets in Mobile Install. However, this can be changed to allow time sheets to be created in both places if necessary.

To add a time sheet, click the Add button. This will allow you to enter your information for the work done.

The default option is Duration, but you can change this to Time In/Time Out if desired.

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Track Time

The Track Work section has a timer that starts when you click the Start Work button. However, using this is optional; you can manually enter your hours.

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When you click the Start Work button, if the service order is not marked as "In Progress," you will be asked if you want to change its status.

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When you click the Stop button, a time sheet will populate. The default option is Time In/Time Out, but you can switch this to Duration if desired.

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Export

You can export your time sheets to a .csv file via the Export to CSV button. The file will be automatically downloaded to your machine.

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You can also export all time sheets for a date range, regardless of what service order they are assigned to, by clicking the icon next to your user name from any tab within the MI interface.

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Documents Tab

The Documents tab displays any reports and files that were exported from SI or that have been added to the MI interface.

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If you would like to add a document or file within the MI interface, you can click the Add button to browse for a file. Documents added here can be synchronized with the project's folder.

The file size limit is 10 MB per file, but the overall size limit for the MI account is not.

Analysis Tab

The Analysis tab displays a summary of labor for the service order, including the labor hours from the items in the service order, the estimated resource hours, and the actual resource hours from time sheets.

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