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Service Technician: Creating a Report

Aliquot Mobile features 3 ways to create reports utilizing nearby customers, maps, and customer selection features

Updated over 4 months ago

  1. Map: Marks customer locations to create reports based upon Locations

    • Pinch in/out to find customers using location pins in the map

    • Select the pin to access the "Create Report" option based upon location.

  2. Nearby Customer Selection:

    • Click on "Nearby Customers" selection

    • Choose a customer from the list to access the "Create Report" screen

  3. Using the "Create Report" Button:

    • From the home screen, click on the prominent "Create Report" button

    • Select a template (e.g., Service Report) to begin creating the report

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