Update System Information on the Mobile App (Beta)

The ServiceCore Mobile App Beta now lets you view and update a customer's septic system information directly from a job. No more radioing the office to log a new tank detail or correct a system's location. If you're enrolled in the Beta, you can capture what you see on-site in real time.

This walkthrough covers everything shown in the beta today: system details, tank and lid information, and pinning the system's exact location on the map.

Before You Start

Here are a few things to know before you continue:

• You must be enrolled in the ServiceCore Mobile App  Beta to access this feature.
• If you need to update system information from a desktop, please check out our article: Add a System to a Site.

Access System Information 

To get to a system's editable details, follow the steps below:

1. Tap on a job from My Schedule.
    

   
    

2. Tap on "System Information" to preview the system's basic details.
    

   
    

3. Tap on "View full system information."
    

   
    

4. Tap on "Update System Information."
    

   

You'll now see editable fields for the system, its tanks, and its lids.

Update System, Tank, and Lid Details

Some fields may already have information filled in, and you can update them. Others may be empty, and you can add new details as you learn them. Follow the instructions below based on what applies to your system and what details  you're able to confirm. You don't need to fill in every field to save your changes.

To update system, tank, and lid details, follow the instructions below:

1. Update the System Name.
2. Select a System Type from the dropdown.
3. Enter the number of Bedrooms.

4. Enter the number of Occupants.
    

   
    

5. Enter the Installation Date.
   • Please Note: This field may show a date by default, but you'll need to tap into it and choose a date yourself for it to save.
6. Enter the Hose Length (feet).

7. Add System Notes.
    

   
    

8. Enter the tank's Type.
9. Enter the tank's Size (gal).
10. Select the tank's Material.
11. Select the Pumping Frequency.
12. Enter any Filters associated with the tank.

13. Click “+ Add Lid” or edit a lid already associated with the tank.
     

    
     

14. Check the Digging Required box if a technician will need to dig to access the lid.
15. Enter the Location of the lid on the property (e.g., 10 feet from house).
16. Select the Lid Material.
17. Enter the Diameter (in) of the lid.

18. Enter the Digging Depth (in).

    • Please Note: This field only appears when Digging Required has been checked.
       

    
     

19. Enter an Access Point description to help the next technician find the system.

20. Tap "Save" to save your changes.

    

TIP: Tap "+ Add Lid" if the tank has more than one lid and tap "+ Add Tank" if the system has more than one tank. 

Update a System's Pin Location

From the System Information page, you can set or move the pin marking exactly where the system sits on the property.

There are 2 ways to open the system location editor:

1. If the system doesn't have a location recorded yet, tap "Choose System Location."
    

   
    

2. If the system already has a location recorded, tap the gear icon next to the saved coordinates.
    

   

Once you're in the editor, follow the steps below:

1. Drag the map until the pin sits over the system's exact location.

2. Tap "Save Location."
    

   

You'll see the system's location pinned above the map, along with its saved coordinates.

TIP: Tap the gear icon next to the saved coordinates any time you need to update the system's location again.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!