Choose the product, the job and the type.
Your admin assigns your jobs. Open Tasks and tap Start report.
🔒 Set by your admin for this task.
Pick a saved customer or type a new one.
Contact details (optional)
Tap OK or NOT OK for each one.
Serial numbers
Tap 📷 Scan and take a photo of the label. The number is read for you, and the photo is kept in the report.
Take a photo in each box. Up to 3 photos per box.
The result is set from your checks.
Technician
Customer
Tasks
Assign a job to a technician. It appears in their Tasks tab, and turns Done when they finish the report.
My tasks
Jobs your admin gave you. Tap Start report and the customer and machine are filled in for you.
Technician summary
Done = tasks finished in this period. To do = new and started tasks now.
Alerts
You get an alert here when a technician finishes a task.
Office reports
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Technician summary
Insp. = site inspection, Inst. = new installation, Rep. = repair, Repl. = replacement. Counted by the inspection date on each report. Tap a name to see only that technician's reports.
Users and access
New users start with every job type and LMI type. Tap a type to turn it off for that person, or use Select all / Clear all. You can change this any time.
A client admin is a person from the customer on your project. They can give tasks only to the technicians you link here.
Change my password
Customers
Saved customers appear in step 2. New customers and machines are also added here when a report is finished.
Job types and LMI types
Add your own, rename or delete. Changes reach every phone. Old reports keep their names. Tick new types for each technician in Users.
Serial number check
See where a serial number is installed. If a unit was moved to another machine, free the number so it can be used again.
Your company (top of every report)
Only from Tasks: the admin decides the job, product and type; technicians cannot start their own reports.
Phone storage
How saving works
Finished reports are sent to the office automatically. Without internet they wait on this phone and are sent as soon as the phone is online and the app is open. Reports that reached the office are removed from this phone after 30 days to save space. The office keeps them.