Step-by-step instructions

1. Tap the Route Dashboard tab to view the route assignment > tap the work order.

2. Tap the Work Performed field to enter service details. 

3. Swipe right to mark an item installed.

• Installed items will be grayed out after swiping. Swipe right again to uninstall an item.

4. Swipe right to mark a checklist item complete. 

• Checklist items will be grayed out after swiping. Swipe right again to undo. Asterisks indicate the checklist is required in order to complete the work order.

5. To add a note, tap Edit > enter notes > toggle on Alert the office (optional) > tap Save.

• Customers will not see these notes. Alert the office will send a notification email to the office. 

6. To add a photo, tap the camera icon > tap Use Photo.

• The photo(s) will be included in the customer's email.

7. Tap Finish to complete the work order. 

• Tapping 'Finish' will send the email to the customer.