There are three ways Field users can perform a major service in the mobile app. The method you use depends on how the work was started.
Overview
Use the section below that matches what you see in the app:
Perform a scheduled major service task: when the major service task has been created by the office.
Add a major service using Replace Now: when you are on-site, have client's approval need to perform a major service immediately.
Add a major service level on the app: when you are already performing a routine service, and the app shows that an asset is due soon or overdue for major servicing (feature is not available by default; reach out to Uptick Support to enable).
Perform a scheduled major service task
Office setup
The office must create a task for the major service using the Non-Contracted Servicing dashboard or other methods.
iOS: How to
Find and open the repair task, then go to the Products tab.
Click on the asset to update the asset information as required - photo, base date, location etc.
Use the product for invoicing.
Android: How to
Find and open the repair task, then go to the Repairs tab.
Update the asset information as required - photo, base date, location etc.
Use the product for invoicing.
Add a major service using Replace Now
Office setup
Replace Now must be enabled for the relevant service or product. See How to Set Up and Use Replace Now on remarks.
iOS: How to
While performing the I&T task, tap on the asset and open the Defects tab.
Then tap Replace Now next to the applicable remark.
Provide Before/Resolved photos, adjust the product, and required asset information.
Tap Save and Resolve, which will automatically add the product for invoicing and resolve the remark
Android: How to
While performing the I&T task, tap on the asset and open the Defects tab.
Then tap Replace Now next to the applicable remark.
Provide Before/Resolved photos, adjust the product and required asset information.
Tap Save and Resolve, which will automatically add the product for invoicing and resolve the remark
Add a major service level on the app
Office setup
Contact Uptick Support to have this feature enabled for your workspace.
Asset type must be linked to the asset-based routine service levels type, with Suggest to technician when onsite tickbox enabled.
Default products must be configured in the Non-Contracted Servicing dashboard.
Field setup
The asset must have a base date and the major service is due within 3 months (before or after the current date).
The service group of your current task must match the asset's service level.
Visibility
On the Dashboard (Appointments Only) | Against the Asset on the Work tab |
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iOS: How to
Find and open the I&T task and perform the servicing of assets on the Work tab.
Look and open for assets with flags like X DUE SOON or X OVERDUE.
You'll see a notification about the due/overdue major service. Tap Add Service, then confirm by tapping Add Service again.
Update the following as needed:
bSecure or barcode
Base date (required)
Installation date
Tap Add to continue (if you didn't update the base date, you'll be prompted to).
Service the asset and Save.
Repeat for other assets.
Android: How to
Find and open the I&T task and perform the servicing of assets on the Inspections tab.
Look and open for assets with flags like X DUE SOON or X OVERDUE.
You'll see a notification about the due/overdue major service. Tap Add Service, then confirm by tapping Add Service again.
Update the following as needed:
bSecure or barcode
Base date (required)
Installation date
Tap Add to continue (if you didn't update the base date, you'll be prompted to).
Service the asset and Save.
Repeat for other assets.