Work Orders are executed by the technician onsite with the ReachOut App on their mobile phone
On the Mobile Phone:
Tap on the Reachout App icon and navigate to the work order and tap to open the work order
Get Customer Signature to approve Estimate
Complete the work order and fill in the form
Get the Customer signature to approve the invoice
Add field agent’s signature to confirm work done.
Check Out of the Work Order
Submit the Work Order
Work Order details uploaded to the Cloud
Admin / Supervisor gets the WO details with status as completed
The Invoice is generated and can be viewed or downloaded from the invoices home page.
When Payment is received the invoice can be changed to a paid status from the invoices home page by the admin/supervisor.
For Each of the feature listed below the Work Order has to be setup by the admin or supervisor
to where these features are selected in the work order creation.
If these selections are made mandatory the app will require that the technicians complete the respective sections to be able to submit the work order.