SME Mobile - Revision history

DavidG: Removed blank TimeSheet section

2025-10-29T14:00:52Z

Removed blank TimeSheet section

2018-01-31T18:18:42Z

2018-01-31T18:16:46Z

Reworked append notes section. Added Saved note image.

2018-01-31T18:02:27Z

2014-08-04T16:10:32Z

2014-04-03T00:05:08Z

Timer

2014-01-13T17:34:39Z

Signature

2014-01-13T17:24:30Z

Timer

2014-01-13T17:18:35Z

Timer

2014-01-13T17:12:50Z

Timer

← Older revision		Revision as of 14:00, 29 October 2025
Line 101:		Line 101:
	<br>The signature can be found in the Service or Install Order > Work Requested tab. Click the Signature button to view.		<br>The signature can be found in the Service or Install Order > Work Requested tab. Click the Signature button to view.
	<br>[[File:SignatureOnWorkRequested.jpg]]		<br>[[File:SignatureOnWorkRequested.jpg]]
−
−	~~== Timesheet ==~~

@@ Line 45: / Line 45: @@
 <br>[[File:AppendSS_Hide.png]]
-<br>Notice below that after hitting append you will get a notification confirming that the note has successfully saved. If you do not see this your note did not save.
+<br>'''Important: Notice below that after hitting append you will get a notification confirming that the note has successfully saved. If you do not see this your note did not save.'''
 <br>[[File:AppendSaved.png]]

@@ Line 40: / Line 40: @@
 <br>There are two ways you can have your notes setup. Go to Profile > Preferences > UI tab
-<br>'''Append'''  - set to '''Hide'''
+<br>'''Append Mode'''  - set to '''Show'''
-<br>If Append is set to Hide, then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.
+<br>If Append is set, then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.
 <br>[[File:AppendSS_Hide.png]]
-<br>'''AppendSS''' - set to '''Show'''
+<br>Notice below that after hitting append you will get a notification confirming that the note has successfully saved. If you do not see this your note did not save.
-<br> If AppendSS is set to Show, then the user will be able to enter text directly into the text editor and have the ability to edit notes previously entered. Also, the tech will need to enter their time/date stamp.
 <br>[[File:AppendSS_Show.png]]

@@ Line 40: / Line 40: @@
 <br>There are two ways you can have your notes setup. Go to Profile > Preferences > UI tab
-<br>'''AppendSS'''  - set to '''Hide'''
+<br>'''Append'''  - set to '''Hide'''
-<br>If AppendSS is set to Hide, then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.
+<br>If Append is set to Hide, then the user cannot edit what has already been entered in the Services Requested, Service Performed, and Notes. They would enter their text and hit Append to add a new time and date stamped note and tap Append to enter their text.
 <br>[[File:AppendSS_Hide.png]]

← Older revision		Revision as of 16:10, 4 August 2014
Line 3:		Line 3:

	To setup and enable users for SME Mobile, go to [[SME Mobile Master - Assign User Names]]		To setup and enable users for SME Mobile, go to [[SME Mobile Master - Assign User Names]]
		+
		+	To setup and change User Group Preferences, go to [[SME Mobile - Preference Groups]]

	== Order List ==		== Order List ==

@@ Line 76: / Line 76: @@
 == Timer ==
-To access the Timers, open an order and click the TimeIn/Out button at the bottom of the order (image below)
+To Time In/ Time out on a service order, open an order and click the TimeIn/Out button at the bottom of the order (image below)
 <br>[[File:SMEMobile TimeInOut.png]]
 <br>- '''Task Timer''' - This timer is used to track how long a tech is working on a specific task for a specific order. This will add a Labor item to the order for the amount of time tracked. you can choose what service item you want tied to the labor that is entered by choosing the service item before starting the timer.
-<br>When you start a task timer, you will see the task in progress under the Current Task header (image below)
+<br>[[File:SMeMobileTech_StartTimer.png]]
-<br>After starting and stopping the Task Timer, you will see an entry of your completed tasks (image below). Also a labor item is added to the order.
+You can then X out of the timer window and do your work. When ready to time out, Click Time In/ Out at the bottom of the order again and click Stop.
-<br>The Labor from the Task Timer is linked to the order the Task Timer was started in. Even if you open an order, start the task timer, then go to another order, when you stop the timer it is adding the labor time to the order the task timer was started in.
+<br>[[File:SMEMobileTech_StopTimer.png]]
 == Signature ==

@@ Line 96: / Line 96: @@
 == Signature ==
+<br>The signature can be found in the Service or Install Order > Work Requested tab. Click the Signature button to view.
 == Timesheet ==

← Older revision		Revision as of 17:18, 13 January 2014
Line 86:		Line 86:

	<br>[[File:SMEMobile_TimerScreen.png]]		<br>[[File:SMEMobile_TimerScreen.png]]
		+
		+	<br>When you start a task timer, you will see the task in progress under the Current Task header (image below)
		+	<br>[[File:SMEMobile_TaskTimerInProgress.png]]
		+
		+	<br>After starting and stopping the Task Timer, you will see an entry of your completed tasks (image below). Also a labor item is added to the order.
		+	<br>[[File:TaskTimerCompleted.png]]

	== Signature ==		== Signature ==

← Older revision		Revision as of 17:12, 13 January 2014
Line 76:		Line 76:

	== Timer ==		== Timer ==
		+	To access the Timers, open an order and click the TimeIn/Out button at the bottom of the order (image below)
		+	<br>[[File:SMEMobile TimeInOut.png]]

		+	<br>There are two types of timers

		+	<br>- '''Clocking in / out for the day'''. This timer adds an enter for the tech in their User Record > Logs tab when they clock in and clock out. This is not tied to the service or install order, only tied to the User Record.

		+	<br>- '''Task Timer''' - This timer is used to track how long a tech is working on a specific task for a specific order. This will add a Labor item to the order for the amount of time tracked. you can choose what service item you want tied to the labor that is entered by choosing the service item before starting the timer.
		+
		+	<br>[[File:SMEMobile_TimerScreen.png]]

	== Signature ==		== Signature ==