Describes how to add a service to a work order in Texada Mobile.
Type
How to
Audience
Texada Mobile Technician
Products
Texada Mobile
Context
Add a service to a work order when you need to charge a customer for work that was indirectly related to the work on the work order. For example, your company might charge for the fuel required to travel to a work site.
Note: Services are set up by your company in your SRM (Systematic Rental Management) application.
Before You Begin
Required: Mobile device with internet connection and Texada Mobile installed, valid Texada Mobile account, valid login credentials and access permissions, existing work order with the Assigned, In Progress, or Paused status, existing service
Steps
To add a service to a work order, do the following:
- In the Texada Mobile dashboard, tap Work Orders
The list of work orders that are assigned to you opens
- Locate and tap the work order you need to add a service to
The work order details page opens - In the Services section, tap Add Service
The add services page opens
- Optional: Type a keyword(s) in the Search services field, such as the name of a service to narrow the list of services
- Tap the service you need to add
The quantity page opens
- Do any of the following:
- Tap the number field and then type the quantity associated with the service in the field
- Tap + to increase the quantity of the service in increments of 1
- Tap - to decrease the quantity of the service in increments of 1
- Tap Save
The service is added to the work order
The add services page opens
Note: You can add as many services as you need to the work order