Accessing a Property's Service History
Once a technician arrives at a property, accessing the property's service history can be crucial. Having quick access to past jobs on the technician's mobile phone or tablet saves time and helps technicians perform their jobs more efficiently by allowing them to check past jobs beforehand.
Steps to View Past Jobs:
From My Visits
Open my visits screen, tap to open a Visit.
Locate Past Jobs:
Scroll down and tap "View Past Jobs" (located above the Details section).
Select a Past Job:
Tap a past Property Job to open it.
View Visit Details:
Tap into a Property Visit to see previous visit details such as:
Issue description
Serviced assets
Photos
Used inventory
Summaries
Access Technician Report:
Scroll down to the Technician Report.
Tap into any section to view more information.
Navigate Back to Current Job:
Tap the back arrow in the upper right corner to return to the current Job.
Tap the arrow again to go back to the full list of previous Jobs.
By following these steps, technicians can efficiently review service history, ensuring better preparedness and improved job performance.
Why is a past visit not visible on the Mobile app?
When a Technician is trying to see a past visit that they either completed or were assigned to, but not able to locate the event,
This is due to one of 2 reasons:
The Past Visits section displays visits based on the number of days set in your account. If past visits are missing, it may be due to a limited display setting for scheduled visits. Check with Customer Support to confirm if your account’s setting is restricting the number of past visits shown.
The visit is within the last 7 days, but no action was taken to it. This is considered a "missed" visit, so we would not display it as one of your recently completed visits. Communicate with the office on marking this as complete if you need to refer back to it/fill out the info