Intuitive Mobile Quick Reference Guide

Transcription

1 Intuitive Mobile Quick Reference Guide Contents: Heading Page Intuitive Mobile and Login Screen 2 Site Selection and Main Menu 3 Job List and Job Detail Screen 4 Job Detail Red Flag, Warranty Dates and Contacts 5 Job Detail Additional Info, Notes, Documents 6 Job Detail Correspondence (Add New Correspondence) 7 Job Detail Correspondence - Follow up 8 Job Detail Correspondence 9 Job Detail List, Item view, Item Close List 10 Item expanded view, editing and Detail 11 Item Vendor 12 Item Dates 13 Item Dates (continued) and Action Taken 14 Item Appointment and Pics 15 Add New Item and Browse Item 16 Quality Process/Inspections/Walks 18 Browse Tasks and Task List 23 Task Detail, Add New Task and Browse Vendor 24 Vendor Detail and Contacts, Logout 25 How to contact Support 26 Copyright, Service Software Page 1

2 Intuitive Mobile: Intuitive Mobile is Available on iphone, ipad, Android Phones, Droid Tablets, any device with a wireless data plan or WIFI connection. This allows you to be more productive by searching Jobs, Tasks, manage Work Orders, update Correspondence notes and from the field. Sync all your data back to the web application wirelessly. If your Company is interested in this capability your assigned trainer; a support ticket will be created to complete this request. URL: the xxxxx represents the beginning of your company s URL prior to.punchlistmanager.net; you re yourdatabase.restorationmanager.net Login Screen Figure 1 The Login ID & Password are the same as your Username & Password for Punchlist Manager. Select Login Copyright, Service Software Page 2

3 Site Selection Screen Figure 2 Within the Site Selection screen you will have the capability to select which office you need to log into. Some organizations may have multiple offices, locations, jurisdictions. Note: Only one selection can be made for those customers that have multiple Site/Divisions/Offices. Once the selection is made select the Green. Main Menu Figure 3 My Jobs, Tasks, WOs, & Vendors - Intuitive Mobile Version and Logout Copyright, Service Software Page 3

4 Job List Figure 4 Click on My Jobs from the Main Menu to view all active jobs associated with your name (as the assigned Supervisor or Staff) these jobs will populate. You still have the ability to narrow your search by using the browser. Search by Community, Address any portion of the address, Contact - first or last name, Job ID, Additional Info or Lot/Block#. To search for the criteria entered within one of the fields select the magnifying glass to find. Note: The search fields Address, Contact, & Job ID are a contains search field. Job Detail Screen Figure 5 Details of the Job if you single click on any of the field labels in blue they will expand so further details can be viewed. Copyright, Service Software Page 4

5 Job Detail, Red Flag Figure 6 Red Flag screen needs to be click to display and is Read Only. Job Detail, Warranty Dates Figure 7 Warranty Dates screen has the following data stored within it Start Date, Contract Date, Pre-Close Date, Date Sold, Close Date, Warranty Expires Date & Warranty Structure Date. Note: This is ONLY viewable data you do not have the ability to add or edit. Job Detail, Contacts Figure 8 Contacts screen has the Primary and Secondary Contact Information - Name, Contact Numbers & address. Copyright, Service Software Page 5

6 Job Detail, Additional Info Figure 9 Additional Info screen has the Custom Fields within it (if applicable). Data can be applied to any of these fields while working outside the office once the data is applied and saved it will be accessible within.net instantaneously. Job Detail, Notes Figure 10 Notes screen view Job Notes and add additional Job Notes while in the field. In.NET Job Notes are located within Additional Info on the Job Detail Screen. Job Detail, Documents Figure 11 Documents screen all documents/pictures associated with the job can be accessed while working in the field. You can also Add New Document by selecting the + sign, add the Document Title browse the device to upload the Document then select the Green = save Copyright, Service Software Page 6

7 Job Detail, Correspondence Figure 12 Correspondence Screen all Correspondence Records associated with the job can be viewed. To expand the record and view the details single click on the record. Job Correspondence (Add New Correspondence) Figure 13 Click on Correspondence to expand. Select the + sign, Add New Correspondence. When adding in a note the following fields are required; Type, To, Subject, then add in the Details, select Save. Copyright, Service Software Page 7

8 Job Correspondence, Follow up Figure 14 To create a follow up on an unresolved correspondence note the Follow up box. The following fields are required; Due Date, Assign To, Subject, add in the Details, select Save. Note: When a follow up is created that becomes a task that can be resolved from.net or from your mobile. Copyright, Service Software Page 8

9 Job Correspondence, Figure 15 Click on Correspondence to expand. Select the + sign, Add New Correspondence. Type = all job Contacts that have a addresses will appear. Select whom you would like to by the box next to their name, manually add a CC (if applicable). Subject is a required field. Within the Detail field add the detailed message. Once you have added all the details, select Send. Note: Dear within the Detail field will always default to the Primary Contact on the job, but you can back that out to address the to another person. Copyright, Service Software Page 9

10 Job Detail, List Figure 16 This is the List Type within the brackets [] and the date equals the date was received/opened within your office. Note: If the List information is Green then the List is still open. If the List information is Grey then that means the List is closed. List, Item view Figure 17 Single clicking on the List information will expand so you can view the current Items already associated with the job record. Note: If the Item information is Green then the Item is still open. If the Item information is Grey then the Item is closed. Item, Close List Figure 18 If you would like to Close the List and associated Items the box next to Close. Within this screen the Date Closed defaults to the current date. the box that states Close the Items for this List as well. Copyright, Service Software Page 10

11 Item, expanded view Figure 19 If you single click on the green field with the pencil within it this expands the work order to view ONLY. Item, editing Figure 20 To edit an Item select the Pencil Item Detail Figure 21 View details of the Item You can edit the Area, Category, Sub Category and Service Requested Fields. Once the field(s) has been edited select Save. To Send Item the box next to Send Item then select Save. Copyright, Service Software Page 11

12 Item, Vendor Figure 22 You can add/edit the Name of the Vendor that is going to complete the Item. To add a name start typing the name of that individual a selection screen appears. (see below, Figure 23). You can also add/edit the date/time the work will be performed. Single click within the Begin field and a calendar box appears to select from. A popup appears to adjust the Item Progress to Scheduled with Vendor, select OK (see below, Figure 24). Remember to select Save. Figure 23 Figure 24 Copyright, Service Software Page 12

13 Item, Dates Figure 25 Item dates; when the Item was Submitted, Opened, Due, Completed, Type, Status & Progress. The following fields can be added/edited; Due, Completed, Type (NOTE: Status & Progress fields will auto update once Completed date is filled in). To complete an Item add in the date the work was completed. Single click in the Completed field and a calendar box appears to select from. A popup appears to adjust the Item to Work Completed, select OK (see below, Figure 26) another pop up appears asking should the status be set to Closed (see Figure 27), select OK Remember to select Save. Figure 26 Copyright, Service Software Page 13

14 Figure 27 Item, Action Taken Figure 28 All notes associated with the Item these notes are stored within the Item ONLY. Additional notes can be added while in the field then select Save. Copyright, Service Software Page 14

15 Item, Appointment Figure 29 Appointment screen is the date/time the Inspection/Review was scheduled to make a Determination if the work will be done and warrantable. Item, Pics Figure 30 Pictures can be added to an Item by selecting the + sign Add New Pic. Select browse then Save. ONLY 6 pictures can be attached to an Item. List, Add New Item Figure 31 Select the + sign Add New Item. Copyright, Service Software Page 15

16 Add Item Figure 32 Select the Area, Category, Sub-Category, Request and Default Vendor or Vendor you can mark the Item as a Emergency by the box next to Emergency. If you would like to Send the Item the box next to Send Item. The equals Save. Main Menu, Browse Items Figure 33 Scheduled Items for Today and My Scheduled Items will populate. You can search for additional Items through the Number field. Select the magnifying glass to find. Select the Menu Box to drive you back to the Main Menu. Copyright, Service Software Page 16

17 Quality Process/Inspections/Walks The walk section or quality process allows you to pre-define specific tasks/activities/inspection points that you want to examine on a job using this check list and check them off if they are completed, not applicable, or if a problem exists (and one or many work orders are created). The QP templates are created on the main system under set up, system set-up, quality process (or user defined terminology) and then added to the job and scheduled on either the main PLM application or the tab for QP. For more information on creating the QP templates and assigning them to jobs, see the PLM Reference Guide (Quality Process under system setup). The following is a list of what s covered: The Quality Process Performing a Scheduled Walk (NOTE: MUST be pre-scheduled) Checking off walks or N/A Exceptions noted Reviewing issues on the walk Closing a Walk Sign-offs and Text Messages Converting Issues to Items Printing Inspection Reports and Exception Summary Value (Portfolio) Inspection The Walks Process (Quality Process) Definition of Walkthroughs: Walkthroughs can be created and organized by the stage of construction, area, or categories. The walks can be in-process construction quality walkthroughs that will create work orders as exceptions are found or created at the end of the walkthrough after the walk is closed and completed. Three Main Uses of Walks: Quality Control - You can create a phased based walkthrough process that allows you to examine each step of the construction process, from footings and foundation, electrical rough, to final walkthrough and apply these to a job. At each phase of the job you can inspect the job based on tasks identified in the Quality Control Template. When exceptions are found a list and associated work orders are created and when synced with the main system this creates new/submitted work that can be sent automatically (using the send feature) to the responsible party for repair, etc. The Quality control template becomes a permanent record on the job and shows construction repairs and defects made during the construction process. Each work order created gets placed on a list that shows the exceptions that you created in the Quality control process. Pre-close walkthroughs You can create a area (area of the job) pre-close walkthrough that allows you to walk a job with the owner/agent/seller and creates work orders at the end of the walkthrough, creates a new list, and captures signatures on the walkthrough from owner and supervisor. The Pre-close walkthrough template becomes a permanent record on the job and shows construction repairs and defects made during the construction process. Each work order created gets places on a list that shows the exceptions that you created in the Pre-close walkthrough process. Copyright, Service Software Page 17

18 Inspections You can create an inspection based walkthrough that is organized by phase, area, or category (based on your preferences), that allows you to inspect a job for specific task related events, and records the completion of the task with or without exceptions. Exceptions create work requests. There work requests become a permanent record under the job under lists. Performing a Scheduled Walk Step 1 Step 2 Screen Details: Type of Walk: New Home Orientation Walk-through Status: Pending, in-progress, Closed Select from the Main Menu the Quality Process button Step 3 Screen Details: Type of Walk: New Home Orientation Walk-through Status: Pending, in-progress, Closed Scheduled: Date, time and duration Opened: Date opened Completed: Date completed, check box if completed, with date and time Assigned To: Staff walk is assigned to Copyright, Service Software Page 18

19 Step 4 Screen Details: Type of Walk: New Home Orientation Walk-through Job Information & Contact(s) At the top you have the name of the quality control walk and the address of the job. Selecting the + (plus) sign in front of the Area the Tasks in the template are displayed. This describes the stage, area or category that you wish to examine Select the + to open the checklist Step 5 Screen Details: At the top you have the name of the quality control walk and the address of the job. CK: Tap the checkbox to indicate the task has been checked. NA: Tap the checkbox to indicate the task is not applicable IS: Indicates that an issue exists; tap on the 0 to add an issue Copyright, Service Software Page 19

20 Step 6 Adding an Item/Work order Screen Details: After tapping the 0 tap the + in front of Add Issue Step 7 Screen Details: Select the Area from the drop-down where the work is to be performed Select the Category of work from the drop-down Select the Sub-Category of work from the drop-down Select the Issue(s) (pertinent service statement directions for the Vendor/Trade). NOTE: Any number of statements can be selected and/or typed. Select Green to Save Copyright, Service Software Page 20

21 Step 7 Screen Details: To add another Item/Work order select the + Add Issue To edit an already created Item/Work order select the pencil Step 8 Screen Details: NOTE: Selecting the CK and/or NA at the top of the checkbox columns will complete every line item in this step (see pop-ups below). Copyright, Service Software Page 21

22 Step 9 Screen Details: To continue the walk scroll down the screen & repeat the steps above for each selection. Step 10 Screen Details: To complete the walk select the blue arrow to receiving the following pop-up: This will then return to the main menu screen. From there the Job with the Lists/Items can be access to edit, assign Vendors/Trades, schedule and send. Copyright, Service Software Page 22

23 Main Menu, Browse Task Figure 34 Search by All Due, Overdue, Due Today and Overdue, Due Today and Future after selecting your search criteria select the magnifying glass to find. Task, Task List Figure 35 All Tasks will appear within the Task List select the Task you would like to review/resolve by selecting the blue hyperlink. Copyright, Service Software Page 23

24 Task, Task Detail Figure 36 The Resolution field is where you apply the details the Task was resolved then Save. If you would like to view the related job select the Green house. Task, Add a New Task Figure 37 Select the + sign to Add a New Task. Note: When adding a new Task this is not associated with a job record it is just a general task. Main Menu, Browse Vendor Figure 38 Allows you to search for the Vendor record by name or ID, select the magnifying glass to find. ONLY the Employee Records marked as Primary & Secondary will appear within the detail screen (see below, Figure 39). To expand the record single click on the blue hyperlink. Copyright, Service Software Page 24

25 Vendor Detail Figure 39 NOTE: Correspondence works in the same manger as Job Correspondence for reviewing and adding (if applicable) Main Menu, Logout Figure 40 To Logout of Intuitive Mobile drive back to the Main Menu screen at the bottom of the screen select Logout. Copyright, Service Software Page 25

26 How to contact Support: Our support operations are available 8 am-5 pm MST Monday through Friday. Support can be reached via at support@servicesoftwareinc.com or via telephone toll free at (800) Many times we request access to your computer so that we can see the steps that are being taken. We will talk you thru allowing us to connect. The Primary and Secondary Contacts at your company can submit requests thru the Client Portal. They have been furnished the web address for the portal along with their individual username logon and password that is needed. ADDITIONAL NOTES: Copyright, Service Software Page 26