Users log in and by default arrive at the Work Orders module. Tap on any module icon from the Navigation Bar along the bottom to open it. Moving around each module is similar. The mobile app has the following modules:
Work Orders & PMs Module
Assets
Requests
QR Codes
Account
The experience in the mobile app varies based on the type of User role and permissions. |
Work Orders Module
The Work Orders module contains numerous features.
Filter
Click the filter icon in the top right to open the filter screen and narrow your WO search.
Select specifics from the dropdowns, then hit the Apply Filter button.
Click Clear to cancel filters and X to go back.
Viewing Options
Tap the Work Orders tab to see both Reactive and Preventive work orders in any status. Don't forget to use the filters to find specifics.
Tap on the PMs (Preventive) tab to view all your regularly scheduled work order data.
PMs Module
When the Work Order icon is selected in the main Navigation bar along the bottom, tap on the PMs tab to open the module.
Tap on the name of any PM to see the details.
Click on the Planned button to select the Paused button.
Click on the edit icon to open the PM form and change the PM work order details.
Click on the Active Now button to generate PM early if needed.
Click on Active button to take you directly to the open Preventive work order.
Search
Enter a keyword search in the Search field to find specifics.
Work Orders
Tap on a WO name to open, edit, and complete. Once a WO is open and displayed on your screen, you can:
Use the back arrow in the top left to get back to all WOs
Use the Edit icon at the top right to open and modify the work order
Quickly change the status from the Status dropdown
Tap on different WO tabs on the work order to view details
Click Start Timer to calculate work time as a technician
Create New WO
Click the + button to open and fill in the New WO form. From the form, you can:
Fill in all the mandatory fields and any other optional
Click Attach File to allow camera or file access from your mobile
Tap on Scan QR if you have a barcode system
Hit Save to keep the new WO
Click Cancel to discard and go back
Assets Module
Filter
Use the filter icon in the top right to search for specifics from dropdown menus.
Search
Enter a keyword in the Search field to find specific assets
Asset
Click on an Asset name to open and view the asset details. Use the Edit icon 
to open the Edit Asset form and modify asset information.
Add New Asset
Click on the + button to open the New Asset form and enter new asset information in the program. Don't forget to hit Save.
Requests Module
Filter Icon
Use the filter icon in the top right to search for specifics from dropdown menus.
Search
Enter a keyword in the Search field to find specifics.
Request
Tap on a request to open details and Approve, Decline, or put On-Hold. Use the Edit icon to modify request information.
Add New Asset
Click on the + button to open the New Asset form and enter new asset information in the system. Don't forget to hit Save.
QR Codes Module
Tap on the QR Code icon from the Navigation bar to open your mobile camera. This scans the QR Code and allows you to:
Create a work order
Create a Request
View the Detail Card associated with a QR Code
Account Module
Click on the Account icon to:
Sign Out
Change Entities
Edit Personal Info:
Edit name
Change app language to French or Spanish
Delete your account from the app. This won't delete you as a User from desktop.
Change phone number
Change password
Edit push and email notifications
View Locations
Connect with Click Maint Support team
Don't forget to hit Save after you make Account changes.