Once you log into the D-Tools Cloud mobile app, you will see the dashboard with all the project events and service calls assigned to you for the day. Service calls will display a Wrench icon.
If you want to see only service calls assigned to you, tap the “Service” tab.
To see the details of a service call, tap the call, and you will see the details of the work site and the issue reported when the call was logged.
If you want to work on a service call, tap the “Start Job” in the service call tile. This will start the timer to track the time you spend on the service call.
As you inspect the products involved in the service call, scroll down and update the actual issue found and the action taken.
Tap “Repair Product,” “Replace Product,” and “Additional Product” to add all products involved in the service call.
The Repair Product workflow allows you to add products you have inspected and repaired. Check out this article for more details.
The Replace Product workflow allows you to add products that you have inspected and found that they need to be replaced. Check out this article for more details.
The Additional Product workflow will allow you to add new products that you have installed when working on the service call. Check out this article for more details.
Once you have added all the products involved in the service call, scroll down to add checklist items, notes, attachments, and photos relevant to the call.
If any products need to be replaced, tap “Reschedule” in the lower-left corner to reschedule the call.
If you have not started the timer for the call, tap “Add Time Entry” and add the time entry for the call. Check out this article for more details.
If you are running the timer for the call, tap “End Job.” Here, you can update the time entry for the call and add the labor type.
Tap “End Job” to complete the call.