Inspections are done by the field agent on site with the ReachOut App from their mobile phone.
Follow these steps to complete an Inspection online,
Open the ReachOut App
Find the Inspection you are about to begin and click on it.
Click on Download Instructions which downloads the forms for the Inspection / Work Order.
Check in to the customer site by sliding the CheckIn button.
Select the Form
Perform the inspection and enter the details in the form and save it.
Add Photos whenever necessary
Add Correction Costs if needed
Get Customer Signature for Correction Costs
Add Invoice entries if required
Get Customer Signature if required
Submit the Inspection
Verify in the completed list to see if the Inspection is completed
The Inspection is uploaded to the server
Here is a video of the steps to follow:
Depending on what the admin selects in his screen the tech would see the corresponding feature in the app when he executes the inspection or work order in the app.
If the admin selects Check-In / Check-Out on the browser, the tech would see the slider button.
If the admin selects the invoice feature, the tech will see the invoice feature.
If the admin selects the Customer Signature Feature, the Tech would see the Customer Signature Section.