Service engineer workflow
The mobile service workflow helps engineers handle assigned tickets and PM visits.
Screenshot needed: Mobile service dashboard
Screenshot needed: Mobile ticket detail screen with customer, equipment, and status
What this is for
Use the workflow to view assignments, update job status, add notes, use parts, upload documents, and complete PM visits.
Who uses it
Service engineers.
Steps
- Log in to the mobile app.
- Open the service workspace.
- Review dashboard, tickets, and PM visits.
- Open the assigned record.
- Update status, notes, parts, documents, or completion details.
Important notes
Work from the latest record in MARC, not from old messages or screenshots.
Common mistakes
- Updating an old ticket.
- Forgetting to save notes.
- Leaving the app before upload completes.