This video is from a recorded training session.
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ServiceCore Mobile Application Training
To use the ServiceCore mobile application, first download and install the application on your Apple or Android device.
Logging into the App
The first thing the app will ask for are your login credentials, which you have set up in your account: your email and password.
We strongly recommend enabling facial recognition or fingerprint login. This way, technicians won’t have to remember their credentials every time. The app will automatically log out after 24 hours, so at the end of the day, you should log out of your ServiceCore account. And in the morning, before starting your route, you should log back in, preferably using facial recognition or fingerprint.
I’ll press the green “Log In” button.
Once logged in, the app will take you directly to your route.
Downloading Inventory
The first thing we do in the morning is download the inventory.
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Press the three lines in the upper left corner to open the menu.
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Select “Inventory.” Here, you’ll see a list of all serial numbers and items configured in your ServiceCore account.
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Tap the three dots in the upper right and select “Download Inventory.”
This will take a few minutes but will download the serial numbers of the items on your day’s route. This is helpful if you’ll be in areas with little or no signal so you don’t lose progress while completing stops.
Enabling Offline Mode
If you know you’ll be in an area with intermittent or nonexistent signal, you can use the new Offline Mode.
This mode allows the app to keep working properly in areas where coverage is inconsistent.
Information in the Top Bar
Before starting the day, let’s highlight some key details in the top bar:
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Date and day of the week.
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Total number of stops: 20.
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Estimated work duration: 6 hours and 37 minutes.
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Total route distance: 300 miles.
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Number of units to be serviced: 73 units to service, 2 units to deliver, and 1 unit to pick up. There will also be a unit swap.
If you tap the phone icon at the top right, you’ll see office numbers. These are set up in the settings, so technicians can call directly if they need assistance.
Completing a Stop
The first stop of the day is our yard.
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Tap on the stop and mark it as completed.
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Now it has disappeared from my list.
Performing a Delivery
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Select the delivery job.
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Here, you can see all the job details, including the job number (J1650216) and customer information (Red’s Construction).
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You can tap “Get Directions” to open Google Maps or Apple Maps for directions.
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In the inventory section, you can see that you need to deliver two units to Red’s Construction.
Scanning an Itemized Unit
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Tap the green barcode scanner button next to the inventory.
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The camera opens, and you scan the barcode.
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Instantly, the system updates the unit’s GPS location.
If there’s no barcode, you can also manually search for the serial number using the magnifying glass and select it manually.
Attaching a Photo
If the client requires a photo of the delivery:
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Tap “Take Photo.”
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The image uploads automatically to the job.
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The office can see the photo in real-time.
This facilitates communication if there are issues such as blocked entrances or locked gates.
Completing a Job
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Tap “Complete Job.”
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Select the status:
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Completed: If everything is done.
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Partial Service: If only part of the job was completed.
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Unable to Complete: If nothing could be done.
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Add notes for the office if necessary.
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If the client requires a signature, you can request it and send confirmation via email.
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Mark the job as done, and it disappears from the list.
Performing a Service
The process is similar:
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Select the job.
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Start the task.
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If there’s an access code, you’ll see it in the site information.
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Scan the barcode or manually select the serial number.
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Take a photo if necessary.
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Mark the job as partially completed if you couldn’t service all units.
Swapping Units
For exchange jobs:
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First, deliver the new unit by scanning the barcode.
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Then, remove the old unit.
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Complete the job.
Picking Up a Unit
If you have a pickup job:
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Start the job.
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If there’s no barcode in the system, take a photo to document it.
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If there’s no unit at the site, mark the job as “Unable to Complete.”
Viewing Completed Jobs
If you want to review completed jobs, swipe the button at the top.
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A green check mark indicates completed jobs.
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A yellow flag indicates partial service.
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A red flag indicates the job couldn’t be completed.
Septic Pumping Job
For customers with septic tanks:
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Start the job.
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Review system information, such as tank capacity and required hose length.
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Enter the amount pumped.
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Record the disposal location.
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Add notes and complete the job.
Actions Button
From the actions button at the bottom:
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View all stops on the map.
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Reorganize the order of stops by dragging items in the list.
Editing a Completed Job
If you need to update a partial job:
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Select the job.
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Tap “Edit Completed Job.”
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Update the information.
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Mark as completed.
Same-Day Emergency Job
If a dispatcher adds an emergency job, it will appear in the app in real-time with an exclamation point icon.
The technician simply selects it and follows the same workflow.
Conclusion
The ServiceCore mobile application is very user-friendly and designed to make technicians’ lives easier on the road. We hope this training helps you use it efficiently!