Home > SI Documentation (v15) > User Guide > Mobile Install > Managing Service Orders (MI)

Managing Service Orders (MI)

When you log in to Mobile Install, the first page that displays is your Dashboard that displays your Tasks and Service Orders that have been published from SI Tasks and Service Orders are categorized by Not Started, In Progress, Completed, and Overdue.




Clicking these buttons will display a filtered list of your Service Orders, or you can click the Service Orders tab to view all your Service Orders. There are various filters where you can choose to view Service Orders within a date range or filter by Status etc.


so list.jpg


This will open the Service Orders page and display the Service Orders based on your selection:



On the right side of the interface next to each Service Order you will see the following icons that allow you to view Site Notes/Images, Installers, Add to Calendar, or Edit a Service Order.




You can also click on a Service Order to edit it.



Track Work


The Track Work section has a timer that will start when you click the Start Work button. Using this is optional as you can manually enter your hours if you prefer.


start work.jpg


When you click the Start Work button, if the Service Order is not already marked as "In Progress", you will be asked if you want to change the Status of the Service Order:


chang status.jpg


When you click the Stop button for the timer you will get a prompt on what you would like to do with the time:


with time sheets.jpg


Note: If you not have chosen to enable Time Sheets in your Mobile Install Setup you will see a slightly different prompt with a "Add to my actual hrs" option. See further down on this page for information on Time Sheets and the Actual Hours field.


no time sheets.jpg

General Tab


The General tab has general information about the Service Order, some of which is editable via the pencil icon:




Note: The "% Complete" can be automatically calculated for you based on the Items that you mark as "Installed" if you choose this option under the Setup tab. This is more relevant for Tasks.

Items Tab


The Items tab lists all of the individual Items that have been added to the Service Order. This is a read-only view.


items tab.jpg


Note: Often times this will be blank as you may not know what Items to add to a Service Order ahead of time.

Repair Items Tab


The Repair Items tab will display any Repair Items that were added to the Service Order. Repair Items are only available to be added to a Service Order that is associated with a Project.


repair items.jpg

Site Items Tab


The Site Items tab allows you to add Products or Labor to the Service Order directly in the Mobile Install interface. These items can then later be added to the Project.


site items.jpg


Click the appropriate button:


site itemss buttons.jpg


This will open a page where you can enter as much information as desired if you are manually entering an item. You could also add an item from your SI Catalog if you have used the Publish Site Items feature from within SI.


add from catalog.jpg


This opens a window where can you choose an item to add as a Site Item:


add si catalog items.jpg



Once the Service Order is synchronized back to SI an item from your Catalog will need to replace this Site Item to be properly added to the Service Order. The Service Order must be Approved for Site Items to sync to SI, keep reading.

Site Notes Tab


The Site Notes tab allows you to add any notes from the field. Type in the box then click the [Add] button:


site notes.jpg

Site Images Tab


The Images tab allows you to add any images to the Service Order by dragging and dropping or by using the [Add] button:


site images.jpg


Images added here can be downloaded to the Project's folder., but only if the Service Order is associated with a Project.

Checklist Tab


The Checklist tab will allow you to edit the Checklist that is associated with the Service Order. You won't see this tab if no Checklist exists for the Service Order.


checklist tab.jpg

Approve Tab


The Approve tab displays all of the Items that have been assigned to the Task, including Site Items. You can expand or collapse the items via the arrows on the right side of each section. You can have the client sign off on the Service Order with a touchscreen device or via a mouse:




Note: While the approval process is optional, you must approve a Task if you have added Site Items and you want them to synchronize back to the Task in SI.

Installers Tab


The Installers tab displays the Resources for the Service Order as well as the Estimated Hours assigned:


installers tab.jpg


Note: In the screen shot above, the option to enable Time Sheets was set in the Mobile Install Settings so the Actual Hour field is not editable here. All time must be entered on a Time Sheet. If you are not using Time Sheets you can edit the Actual Hours field by clicking the pencil icon next to the installer's name.


edit actual hours.jpg


Note: If you are using the Track Work timer (see above), when you stop the time you will have the option to add that time to the Actual Hours field.

Time Sheets Tab


If you have enabled Time Sheets under your Mobile Install Settings, you will have the ability to add time sheets to your Task.


time sheets.jpg


To add a Time Sheet click the Add button. This will allow you to enter your information for the work done:


add time sheet.jpg


You can export your Time Sheets to a .csv file via the button Export to CSV button. The file will automatically download to your machine.


export to csv.jpg


You can also export all Time Sheets for a date range, regardless of what Task/Service Order they are assigned to, by clicking the icon next to your user name from any tab within the Mobile Install interface:


export my time sheets dropdown.jpg


export my time sheets window.jpg

Documents Tab


The Documents tab displays any reports and/or files that were exported from SI or that have been added in the Mobile Install interface.


documents tab.jpg


If you would like to add a document/file within the Mobile Install interface you can click the Add button to browse to a file. Documents added here can be synchronized to the Project's folder.


Note: The file size limit is 10MB per file. There is no size limit on the overall Mobile Install account.

Analysis Tab


The Analysis tab displays a summary of labor for the Task including the Labor Hours from the Items in the Task, the Estimated Resource Hours, and the Actual Resource Hours from the Installer tab (or Time Sheet tab if you are using this option).

Last modified


This page has no custom tags.


This page has no classifications.