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Recording check-ins and check-outs is vital for both providers and their clients. It allows them to keep track of the time that technicians spend on getting the work done, is helpful when preparing invoices, or can be used for analytical purposes.

Checking In

After you’ve found the required work order, you can check in and out of this work order to report your working activity.

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title⦿ How to Check In
  1. Find the work order you want to check into.
  2. Tap Check In.
    Checking in

The WO status updates to In Progress / On Site and a work time counter appears below the WO details.

The WO after you've checked in


Note

If you do not see the Check In button, you cannot report the work activity. That can happen due to the following reasons:

  • The work order is in the Completed or Completed / Confirmed status.
  • The work order has been invoiced.
  • The work order is a maintenance work order.
  • You’re outside of the mile range. Move closer to the work order location.
  • The WO location is not participating in the GPS check-in process.
  • Your client is not participating in the GPS check-in process.

Checking Out

After the job is done, you need to check out of the work order.

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title⦿ How to Check Out
  1. Locate the work order for which you need to stop the work activity.
  2. Tap Check Out. The screen for choosing a WO status appears.
  3. Select the appropriate WO status and tap Done. The screen for providing additional info appears.
  4. Enter the description of what has been done at the location, specify the number of techs that have worked with you, and tap Submit. The related assets screen opens.
    Providing the additional info when checking out
  5. (Optional) If you’ve used any assets for this WO, tap Specify More Parts and enter the asset description, quantity, and price per item. The total is calculated automatically.
    Providing the info on related assets when checking out
  6. Tap Done.

You’ve checked out of the work order. Note that the WO status is updated to the status that you’ve selected when checking out.

The WO after you've checked out

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