From checking in to completing service actions, including entering text, selecting options, taking pictures, and providing a signature.
1. Tap on the "Trips To Do" section
2. Tap on "Today" sub-filter
3. Tap on the green button "Check In".
*Note: In case your company allows you to "Accept" or "Reject" a Work Order, you'll see two options to accept or reject. After you select Accept you will see the green button to check in. If you select Reject the WO will not be visible to you
4. This will take you to an overview screen and show you on the map. Click on the green button "CONFIRM CHECK IN" to continue checking in
5. Click on the Custom Form name
Note: Here the Custom Form name is "Service Actions"
6. Select the item under the Custom Form by clicking on the radio button to the right
7. This will take you inside the Custom Form. You can see all the Items here. If it's a text field simply click on the field and enter your text
8. If there's a dropdown option please click on the field to see the available options
9. Select any one option by clicking on the radio button to the right
10. If your company has made pictures as Mandatory, you should click on the field and this will take you to the camera. From there you can take pictures and click on "Done" in the top right corner.
*Note: You cannot select pictures from your phone gallery.
11. If your company has made Signature as mandatory, click on the radio button
12. Start signing in the big white box
13. Click "SAVE & EXIT"
14. This will take you back to the Custom Form page. Click on the green button "FINISH SERVICE ACTION"
15. This is not a Custom Form field. This is a regular photo uploader field. Click on the field in case it's mandatory
16. Click pictures and click on "Done" in the top right corner. After this click on the green button "FINISH SERVICE ACTION"
17. Click on the green button "COMPLETE"
18. This will take you to an overview screen. Click on the red button "CHECK OUT"
19. As soon as you check out, you should be able to see a success banner on the top. In case there are too many pictures and the WO is taking time to sync the pictures, please click on the red button "Sync Data"
