*If you have not downloaded the new Ecotrak mobile app yet, you can do so on the Apple App Store or the Google Play Store on your mobile device.
Step 1
When you open the Ecotrak app, you should see the dashboard. On the dashboard, you will see the different modules you can select from. To manage your work orders, select the Work Order icon, and this will take you to your Work Order Module.
Step 2
On the Work Order Module, you will see a search bar. This search bar can be used to search for any work order ID number in your account. In the search bar, you will see on the right a blue filter button. If you select this button, you can adjust the Priority level and status of the work orders you wish to view. This feature will help you specifically search for work orders in the status and priority level that you select. To save the filter selections you have made, click the Apply button at the bottom of the screen.
Step 3
Beneath the search bar, you will see a location tab. If you select this tab, it will give you the ability to specify a location/locations that you would like to view work orders for specifically. When your location services are turned on, you may also toggle the "Near Me" button to filter the locations that are currently near you. Once you have selected the locations you wish to see work orders for, click on the blue "Select" button at the bottom of the page to save these filters.
Step 4
Beneath the location filter tab, you will see that you have a few quick filter options to select from. Selecting this will quickly adjust the work orders that are listed to the quick filter status that you select.
Step 5
To select a work order to view, you will see a list view of all work orders based on the filter settings that you have selected on this module (Note: if you did not make any filter adjustments, then you will be seeing ALL work orders for the locations that you are assigned to). Once you have found the work order you are looking for, tap the work order to view the details page and manage the work order.
Step 6
On the work order details page, you can review the details of the work order as you scroll down the page.
Step 7
At the top of the work order details page, you will see additional tabs. Next to the Details tab, you will find the AI Insights tab. If you want to attach a file to the work order, you can use the Attachments tab. If you need to leave a comment on the work order, you can click on the Comments tab. Lastly, if you click on the Activity tab, you can view the history of this work order. In addition, in the center of the work order details page, you will see that you can take action on the work order. You can reassign the work order or cancel the work order and add flags if needed.