Validate the completion of field service operation

From the mobile application, the field worker can validate the completion of a task by following the steps below:

1. Log into the mobile application.
2. Click on the button “Display the route”. 
3. Click on the button “Start the route”. 
4. Swipe to the left on the task to validate.
5. Click on the button “Confirm”.
6. Fill in the following information (optional) :
   • Validation comment;
   • Pictures (10 max.);
   • Signature of customer;
   • Barcode;
   • Completion custom fields (if defined in the settings).
7. Click on the button “Confirm”.

   

💡 The work orders that have been validated are displayed in green along with the time of completion in the list of stops on the mobile application.

☝️ Good to know: You can make the customer's signature mandatory on the mobile application. To do this, go to “Settings” > “Settings” > “Mobile application settings”. Activate the “Customer signature mandatory” option and click on the “Save” button.

☝️ Good to know: The transmission of proofs of delivery is available from Essential plan.