Android: Mobile Service Report Writing - Service Technicians

Click on the big blue "Create Report" button.

Choose the customer, facility, and system for the report.

Select "Service Report" and then click on "Report Details."

Modify the report name and date if needed.

Enter results for each component by swiping left and right.

Indicators will appear for under the results to indicate results in and out of range.

Proceed to the next step once all results are entered.

Type or use speech-to-text to add comments.

These are not required fields and can be skipped if they are not utilized.

When Inventory is enabled on the report setup, you will be able to capture the current inventory level and any deliveries. The previous inventory result will populate in the report so that usage can be calculated. You will also be able to add any comments (either hand typed or with Report Phrases), or pictures that you desire.

Add any necessary attachments to the report.

Depending on the type of attachment, it will be included in the report as additional pages, or a live link will be embedded (to view videos for example).

Choose to add a manual signature line if required for printing.

Select "Next" to proceed.

Review report details.

Choose to save as a draft, final, or with signature.

Save to device if you want to resume later.

Choose "Save with Signature" option.

Sign the report or have an operator sign-off.

Submit the report.

The report will show as "working" until it is successfully submitted.

A success message will indicate the report submission.