On the home screen of ServiceChannel Mobile, you can see the modules listed below. Your actual views may vary depending on the user permissions configured by your ServiceChannel administrator. Info |
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SC Mobile does not follow permissions based on Location Note Headers. |
- Locations: View a list of locations to which you have access, by list view or map view.
- When location services are enabled, the list is sorted by distance, with the location closest to you listed on top (list view) or pinned to the map (map view).
- By default, you see locations in the list view.
- When you select a location, you see all work orders and proposals associated with that location. You may also create work orders for that location.
- Search: Use to quickly find:
- Work orders by tracking number, work order number, or purchase order number
- Locations by location ID, partial or full location name, address, zip code, or other related keywords
- Proposals by proposal number
- WOs (Work Orders): Create, view, and modify work orders across all permissioned locations.
- Proposals (permissioned access): View and take action on proposals across all permissioned locations.
- Invoices (permissioned access): View and take action on invoices across all permissioned locations.
- Site Planning (permissioned access): Conduct inspections of items at a site by completing configured checklists. See Site Planning Manager in SC Mobile for more information.
- Site Access (permissioned access): View scheduled-to-arrive and checked-in technicians, verify technicians on-site, and scan their badges (if this feature is enabled).
- Alerts: Turn on mobile notifications that help you manage work orders.
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