Navigating SC Mobile Modules

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.

• 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.