Complete a Job Using the Mobile App

With a few taps, the ServiceCore Mobile App makes quick work of completing a job. View driving directions, see what services need to be performed, associate inventory, scan barcodes, get a signature, and send a job completion email are all possible. And the best part, completing a job can be done while offline, when your technicians are outside cellular and Wifi coverage areas.

Information on how to complete a rental job can be found in this article: Complete a Rental Job.

Before You Start

Here are a few things to know before you complete any type of job using the ServiceCore Mobile App:

  1. You must have the ServiceCore Mobile App installed on your mobile device
  2. Technicians can only see jobs assigned to themselves on the Mobile App
  3. Technicians cannot see "Unassigned" jobs, or jobs assigned to other technicians
  4. If you might leave cell phone or Wifi coverage while completing jobs, please read over offline mode FAQs so you understand when and how offline mode works
  5. Once a job has been started and is in progress, it cannot be paused or stopped, it can only be completed
  6. If you need to capture a customer signature on a job, the job must have a disclaimer (this field cannot be blank when creating a job using the ServiceCore Web App)
  7. Jobs with customers signatures cannot be edited after they are completed

How to Complete a Job Using the Mobile App

Once the job is done, you're ready to complete the job by following the steps below.

  1. Start the job
  2. Once you're finished with the job, tap Complete Job at the bottom of the screen

Enter Job Completion Details

  1. Enter the job completion Status (Complete, Partial Service, Unable to Service)
  2. Tap Ok
  3. Fill out the rest of the fields in this upper section (you will see different fields if this is a rental or a non-rental job)
  4. Enter any job completion notes (if available, you can use the voice or speech recorder function on your device to type out comments for you)

Add, Edit, or Remove Services

To add any additional services performed on this job, follow these steps:

  1. Scroll to the Services section
  2. Tap the + Add Service button
  3. Enter in a number or letter in the search box to search for services
  4. Tap on the service you want to add
  5. Add or edit the description of the service (optional)
  6. To edit the quantity of services performed, tap the Qty field and enter in the correct number
  7. To remove a service, tap the trash can icon

Add Attachments (Take Photos)

If you would like to add any photos to this job upon completion, follow these steps:

  1. Scroll to the Attachments section
  2. Tap on Take Photo
  3. Wait for the camera screen to appear
  4. Take the photo by tapping on your devices camera or "take photo" icon or button
  5. If you're happy with the photo, tap Ok
  6. Take additional photos by tapping the Take Photo button again

Capture Customer Signature

If your job has a disclaimer, then you will have the option to capture a customer signature. To do this, follow these steps:

  1. Scroll to the Disclaimer section
  2. Show the disclaimer to your customer on your device screen
  3. Scroll to the Customer Signature section
  4. Tap Capture Signature button
  5. Let your customer use their finger or a stylus to sign inside the signature box
  6. Once your customer is happy with their signature, tap Save
  7. The signature will then appear on the job completion screen

Send Job Completion Email

If your customer has an email address on file, you can opt to send them a job completion email. To do this, follow these steps:

  1. Scroll to the Confirmation Email section
  2. Select the email address(es) that should receive the email

Mark As Done

Once you've followed the steps above, then you're ready to mark the job as done by following these steps:

  1. Review the information you have entered into this job completion screen
  2. Once you're finished, tap Mark as Done
  3. Wait for the app to process this job completion
  4. You will be returned to the My Schedule screen
  5. On here, the job you just completed will no longer show in your list
  6. To view completed jobs, tap the Hide Completed toggle
  7. Once you're ready, repeat the steps above to complete your next jobs starting with this step: Start Job and Get Directions

If any of your work was performed while offline (outside of cellular coverage), make sure to follow these steps to sync your latest job information.

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