This article will help you find a Work Order and navigate the Work Order map view in the Techtrak Mobile application.
How to Navigate the Map View
Step 1: After logging in to your account, you will be directed to the map view of the Work Order module (as shown below).
Step 2: In the Map view, you are able to see your current location, as well as the store locations for your current open work orders. In areas where you have multiple open work orders, you will see badge with a numerical value equating to the amount of work orders open in that area.
Step 3: You can move around the map by using one finger to swipe up, down, left, and right. You can zoom in on the map by using two fingers to "spread" the screen, and you can zoom out on the map by using two fingers to "pinch" the screen.
Step 4: The main map screen also houses helpful search tools, such as the "Select Customer" drop down menu, the "Search this area" button, the "Find My Location" button, and the Work Order List View
By clicking the "Select Customer" drop down menu, you will be presented with a list of all your available customers. By choosing a customer, the results on the map will be filtered to only the selected customer.
Should you scroll out of your initial view, you can use the "Search this area" button to update the search results on the map.
By using the "Find My Location" button, you can pinpoint and zoom in on your current location.
And by sliding up on the Work Order List View tab at the bottom, you can view your Work Orders in a classic list view.
How to Find a Work Order
Option 1: Find a Work Order from the Map View
Step 1: When on the Map View, you can find a work order by zooming in on an area of the map that has open work orders and tapping on a store location.
Step 2: After you have clicked on a location, the Work Order list view will populate and show all open work orders for that location. You can verify which location you are reviewing by checking the store number filter present at the top of the Work Order List view. Find the work order you are looking for and tap on it to open the work order details.
Option 2: Find a Work Order from the Work Order List View
Step 1: When on the Work Order Map View, you can access the Work Order List View by sliding up on the Work Order List tab at the bottom of the page.
Step 2: Upon swiping up on the Work Order List tab, you will be presented with the Work Order List View. In this view, you are able to scroll through the list of work orders, search a specific Work Order ID, and access various filters to help you find work orders.
Step 3: If you wish to filter your results, you can use the "All", "Open", and "Pending" quick view buttons to view All Work Orders, Work Orders in Open status, or Work Orders in Pending status. Or, you can click on the filter button to the right of the "Search Work Order" field to open the Filter screen.
Step 4: If you know the Work ID you are searching for, you can type it in the Search Work Orders Bar, and the desired work order will populate. NOTE: IF you search for a specific Work Order ID, but cannot find it, check to see if there are any filters in place that are removing it from view.
After you find the Work Order you are searching for, tap on the Work Order to open the Work Order Details. Please see this article for a step by step on how to update a work order: How to Update Work Order Status (Check In/Check Out).