Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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IOS: How to finalise the task
Failing to update the task status to Performed or Office review will prevent the office from completing the task, invoicing, and sending the report.
Navigate to the Finalisation tab and click Mark as PERFORMED to change the task status to Performed and stop the Performing time session.
Navigate to the Finalisation tab and click Mark as PERFORMED to change the task status to Performed and stop the Performing time session.
If any issues arise during the task that require office assistance:
Click Performed at the top of the screen and change it to Office review.
Click Performed at the top of the screen and change it to Office review.
Add a note to the Timeline explaining the issue (accessible via the Task tab).
Add a note to the Timeline explaining the issue (accessible via the Task tab).
IOS: How to preview the service report
Navigate to the Finalisation tab and click Preview Service Report, which displays serviced assets, routines performed, remarks identified and resolved, and products used.
Navigate to the Finalisation tab and click Preview Service Report, which displays serviced assets, routines performed, remarks identified and resolved, and products used.
ANDROID: How to finalise the task
Failing to update the task status to Performed or Office review will prevent the office from completing the task, invoicing, and sending the report.
Navigate to the Finalise tab, click In progress at the top of the screen, and change it to the Performed status. The Performing time session will stop automatically.
Navigate to the Finalise tab, click In progress at the top of the screen, and change it to the Performed status. The Performing time session will stop automatically.
If any issues arise during the task that require office assistance:
Change the task status to Office review.
Change the task status to Office review.
Add a note to the Timeline explaining the issue (accessible via the Details tab)
Add a note to the Timeline explaining the issue (accessible via the Details tab)
ANDROID: How to preview the service report
Navigate to the Finalise tab and click Preview Service Report, which displays serviced assets, routines performed, remarks identified and resolved, and products used.
Navigate to the Finalise tab and click Preview Service Report, which displays serviced assets, routines performed, remarks identified and resolved, and products used.
Recommended steps
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