iphone/ipad User Guide

Transcription

1 iphone/ipad User Guide Last Updated On: Sep 23, 2017 Copyright Notice Copyright 2006 ClickSoftware Technologies Ltd. All rights reserved. No part of this publication may be copied without the express written permission of: ClickSoftware Technologies Ltd. Publication Notice The information contained herein does not constitute a warranty of any kind. ClickSoftware Technologies Ltd. reserves the right to revise this publication and make changes without notification. ClickSoftware Technologies Ltd. assumes no liability for losses incurred as a result of information contained herein.

2 Table of contents 1. Application Requirements Installation & Initial Setup Steps Launching ClickSoftware StreetSmart on Your Mobile Phone Logging Out Navigating the mobile app Take a Phone Call Make a Phone call To return to StreetSmart after your call Jobs Job List Screen Job Summary Screen Job Details Screen Job Actions Navigate to Job Location Mobile Job Create Completed Jobs Job Invoice on Mobile App Trips Locations Messages Message Screen Message Detail Screen iphone/ipad User Guide Page 1 of 54

3 9. Notifications Timesheets Smart Notification for Timesheet Actions Forms Submit Form Save Form Capture Picture using StreetSmart Capture Signature using StreetSmart: Completed Forms Barcode Scanning Settings Menu iphone/ipad User Guide Page 2 of 54

4 1. Application Requirements - The Mobile App requires 12 MB of application space to install application - The ClickSoftware StreetSmart needs a paid subscription. Contact your carrier sales representative to get the StreetSmart Mobile App added on your ios phone. Not all features shown in the document below are available with all packages. Please contact your StreetSmart Sales representative if you have any questions. iphone/ipad User Guide Page 3 of 54

5 2. Installation & Initial Setup Steps - Configure GPS Location Settings - Download the app - Activate the mobile app - Agree to the End User License Agreement (EULA). Enabling location on device and downloading the App to the phone - Visit select your carrier/product and then click to the Devices Page - Choose the device your company is using, and follow the instructions listed on the popup. Activate the App and agree to the EULA - Once the StreetSmart application is installed, tap on StreetSmart to run the application. - Device will activate using phone number of the device. - Device will automatically login to the mobile worker for that device. - The End User License Agreement (EULA) screen will appear. Read the agreement before continuing. If you agree to the terms stated, acknowledge by selecting I Agree. Note: If you decline the EULA, the application will exit and the application will not be able to be used. iphone/ipad User Guide Page 4 of 54

6 3. Launching ClickSoftware StreetSmart on Your Mobile Phone ClickSoftware StreetSmart is an application that runs on your mobile phone. To launch StreetSmart on your mobile phone: 1. Select the StreetSmart logo from the iphone main menu. Note: StreetSmart will automatically launch upon the mobile phone powering up or if Auto Application launch is enabled through the StreetSmart Web Application Hours of Operation. iphone/ipad User Guide Page 5 of 54

7 4. Logging Out To exit StreetSmart: 1. Select the Exit option from the main menu. 2. Select the Yes option to confirm that you want to exit the mobile app. Note: The StreetSmart Mobile App cannot locate GPS or send and receive information when the application has been exited. Note: You cannot exit the mobile app before ending the Shift, if the Confirm end shift on exit option is set to true in company settings in the web application. iphone/ipad User Guide Page 6 of 54

8 4.1. Navigating the mobile app Throughout StreetSmart, you will see the commands displayed as icons placed in a 3 by 3 grid. These commands are touch sensitive and once you tap on any one of these commands, the application will navigate to the item you selected. For example, in the image below, the Timesheets command will take you to the Timesheets page, from where you can perform the Timesheet actions such as Shift and Break. Symbol Description Tap on this icon to get into the StreetSmart home page on your iphone/ipad. Tap on this icon to perform server sync. This icon represents the GPS connectivity. If this icon turns Red that means no GPS connectivity. If turns Orange, that means initializing the GPS connectivity and if turns Grey, that means the Location is turned off on your mobile phone. If the color of the icon represents Green, that means good GPS connectivity. iphone/ipad User Guide Page 7 of 54

9 If you want to suspend the StreetSmart Mobile App, click on the Home button 4.2. Take a Phone Call When someone calls you, StreetSmart goes into Suspend mode automatically, so you can take your call as if StreetSmart wasn t even running Make a Phone call To place a phone call from within the mobile app Press the button to go to the phone home screen To return to StreetSmart after your call Select the StreetSmart icon from the Main Menu. Note: While on a voice call, StreetSmart will attempt to collect GPS points that will be sent upon hanging up the phone call. iphone/ipad User Guide Page 8 of 54

10 5. Jobs StreetSmart mobile app can receive job information that is dispatched from the StreetSmart Web Application. This job information is displayed on your mobile phone and supplies you with valuable information that helps you get your work done. The job functionality available is different based on the package selected Job List Screen The Job List screen displays single-line summary information for each of the jobs that have been dispatched to you on your phone. To find a specified job from the list: Start typing the Job name, Job address, or Job ID in the search box, the search result will appear on the mobile screen. To view detailed job information for a specific job, tap on the searched job result. Note: Job titles will display only as many characters as can be displayed on-screen horizontally. To view the entire job title, select the job from the list. iphone/ipad User Guide Page 9 of 54

11 At the bottom of the Job List screen, you will see the following four sorting options: - By Name: Tap on this option to sort the jobs in alphabetical order (A Z). - By Closest: Tap on this button to sort the jobs based on the distance of the job location. Such as, once you tap on this option, it will display those jobs at the top of the list which are closer to your current location. - By Schedule: Tap on this button to sort the jobs based on the schedule. - By Status: Tap on this button to sort the jobs based on their status. Such as, started, completed etc. - By Priority: Tap on this button to sort jobs based on their priority (from emergency to low or vice-versa). Note: Update StreetSmart mobile app to v18.10 to use sort by priority feature. Once you tap on the job from the jobs list, you will see the below four options highlighted in orange. - Summary: Tap on this option to view the Job Summary page on your iphone. - Actions: Tap on this option to get the Job Action screen. On this screen, you can perform several job actions such as Job Start, Travel Start etc. - Navigate: Tap on this option to get the navigation screen, where you will see the turn by turn driving direction towards your job location. - Call: Tap on this option to get the Call Job Contact screen from where you can make a call to your job contact. - Strat Trip: Tap on this option to get the trip screen, where you can enter the odometer readings, category, and purpose of trip. iphone/ipad User Guide Page 10 of 54

12 5.2. Job Summary Screen The Job Summary screen lists high-level details regarding a job, including its current status. From here, you can access the Job Detail screen, the Job Actions screen, Job Calendar screen, Job Navigation screen, and the Call Job Contact screen. Note: Once you tap on the Jobs button at the bottom of the screen, you will be brought back to the Jobs List screen. To add the job to your calendar, tap on the Scheduled Start time. iphone/ipad User Guide Page 11 of 54

13 To view the Job location on the map or to get the turn by turn driving direction towards your job location, tap on the Address. iphone/ipad User Guide Page 12 of 54

14 To get the Call Job Contact screen from where you will be able to make call to your job contact, tap on the Contact. iphone/ipad User Guide Page 13 of 54

15 Note: At the bottom of the Job Summary screen, you will see the following three options: Details: Tap on this option to get the Job Details screen on your phone. Actions: Tap on Actions to get the Job Actions screen displayed on your phone. From this screen, you can perform several job actions, such as Travel Start, Job Start etc. Jobs: Tap on Jobs to go back to the Jobs List screen. iphone/ipad User Guide Page 14 of 54

16 5.3. Job Details Screen The Job Details screen displays all the information that has been dispatched to your mobile worker. This information includes the customer s name, the scheduled start time, the estimated duration, the current status and a comments field. To return to the Job Summary screen, tap on the Summary at the bottom of the screen. To start the job actions, tap on Actions Job Actions The Jobs Actions screen allows you to perform several actions which are associated with the job. Such as Travel Start, Job Start, Job End etc. iphone/ipad User Guide Page 15 of 54

17 5.4. Navigate to Job Location You can navigate to job location using ios maps or Google maps. To navigate using google maps: Install Google maps on your ios device Clicking on navigation will open a pop-up menu Select Open in Google Maps to navigate. Note: To navigate using Google maps, you need to update the StreetSmart mobile app to v iphone/ipad User Guide Page 16 of 54

18 5.5. Mobile Job Create StreetSmart now also allows you to create and start jobs manually on your phone. To create and start a new job on the phone, follow these steps: Tap Jobs > Tap icon from the StreetSmart Mobile App on your iphone. In the next screen select the appropriate job type from the drop down list. Now enter the data in each of the fields and tap Start Job. If Automatically Start Job is turned on, then you will get into the job actions screen with the first action performed automatically on job creation. If any form is attached to the first job action, you will see the form page on your phone. If Automatically Start Job is turned off, the job will be created and will get added to your Jobs List automatically and can be started in future. Notes StreetSmart mobile app remembers your selection for Automatically Start Job and behaves accordingly next time you create a job from your mobile device. Mobile Job Create screen now allows you to scan Barcodes using the camera in your phone. iphone/ipad User Guide Page 17 of 54

19 5.6. Completed Jobs StreetSmart Mobile App allows you to the completed jobs using your mobile device. Mobile worker can send the completed jobs via to multiple ids from the mobile device. You will get into the Job page as soon as you perform the Job End action on your mobile device. Enter valid ids (separated by comma, space and semicolon) into the Enter ID(s) box and tap Send. You can also select ids from your phone s contact list. If you do not want to send any , just tap Skip. If the Job type is linked with a public form, after completion of job, Customer Submission window will appear. This contains the link of public form. By default, it will have the customer -address filled in job details. If option enabled, you can change the customer -address. iphone/ipad User Guide Page 18 of 54

20 5.7. Job Invoice on Mobile App The Mobile App will show a new menu Invoice which allows your mobile worker to report used parts and labor quickly. Note You need to upgrade your mobile app to v18.9 to use the Invoice feature. Reporting used parts or labor: To report a used item on the device, tap on the Invoice icon from the main menu. Once in the Invoices page, you will see the following options: Select a Job Used items (parts or labor) information can only be submitted along with a job. You need to select any new or in progress job by clicking Select a Job button. Note: If an item has already been submitted along with a job, you can t select that job for another item submission iphone/ipad User Guide Page 19 of 54

21 Add Item The Add Item button will become enabled only after selecting a job in the previous step. Tap on the Add Item button and select item to submit along with the job. o o o o o You can select item by searching with the item name or number You can also search for an item based on the item category on your mobile device Unit Price and Tax Rate will be set automatically. Mobile user can change the Unit Price and the Tax Rate on their device. You can change the quantity of each item. Labor items quantity accepts decimal values. Once done, tap on Add. o You can add up to any number of Items. Tap on the Add Item more Items. icon to add iphone/ipad User Guide Page 20 of 54

22 Summary: After an item is being added, a summary will be presented with the Parts, Labor and Tax subtotals. These values are calculated based on the chosen items and their quantities. The worker can then choose to add a comment to the invoice, in case this field was provided by his manager (controlled through a preference under Settings > Jobs). iphone/ipad User Guide Page 21 of 54

23 6. Trips Using the StreetSmart application, you will be able to start and end your trips. This allows you to keep track of the miles traveled by your field worker and calculate the re-imbursement based on the data provided by the StreetSmart Web Application. Start Trip: Tap on the Trips icon from the StreetSmart home screen. The Start Trip page appears on your phone screen. Perform the following action on the Start Trip page: Enter the Start Odometer value Enable Auto-fill with last end odometer to fill in the Start Odometer field automatically with your last end odometer value Select Category Select Purpose Select a job to link to your current trip Note You can only select those jobs which are already present in your Jobs List. Enter Vehicle ID Enter notes related to your trip Tap Start End Trip: You will now see the End Trip screen on your phone. To end a trip: Enter the End Odometer value Odometer distance will automatically be calculated based on your start and end odometer entries Enter Commuter Distance (non-business miles) Enter Additional Expenses if any Enter trip related notes Tap End iphone/ipad User Guide Page 22 of 54

24 View Trip List and Details: Once you end the trip, Trip log screen appears on your phone showing the list of all the trips performed by you. Trips can be sorted based on Date/Distance/Dollars from this screen. Clicking on any trip from this screen will open the Trip details page for that trip on your mobile device. iphone/ipad User Guide Page 23 of 54

25 7. Locations StreetSmart lets you receive Locations from your dispatcher and request turn by turn driving directions from your current address to the Location. To view the location on Map and get the Driving Directions towards the location: 1. Select Locations from the StreetSmart Menu. 2. Locations List appears on your phone screen. Tap on the location you want to view on map. 3. You will be prompted with the below screen. Tap on Navigation. iphone/ipad User Guide Page 24 of 54

26 4. You will see the Location highlighted on Google Map on your iphone. iphone/ipad User Guide Page 25 of 54

27 Delete Location: StreetSmart now also allows you to delete unwanted locations from your device without affecting the web application. Go to Locations and select any location from the list. Click Delete as shown in the following screen. This action will only delete the location from your device and not from the web application. iphone/ipad User Guide Page 26 of 54

28 iphone/ipad User Guide Page 27 of 54

29 8. Messages 8.1. Message Screen The Message screen displays summary information for each of the messages that you have received on your mobile phone. Messages are sorted and displayed on screen in the order in which they were received. To view the contents of a specific message, tap on the message from the Message List. At the bottom of the Message List, you will see the following three options: All, Unread and Latest. Tap on All to view all the messages you have received from your supervisor. Tap on Unread to view only those messages which have not been read by you. Tap on Latest to view those messages which you have received recently. iphone/ipad User Guide Page 28 of 54

30 8.2. Message Detail Screen The Message Detail Screen displays the contents of the message and details about the Sender. To delete the message that you are currently viewing tap on the Delete button. iphone/ipad User Guide Page 29 of 54

31 9. Notifications ios 5 and later versions can display all your notifications in a single place. The Notification Center displays all the notifications related to the StreetSmart Mobile App under one roof. Once you receive a new job or location, your phone will automatically sync with the StreetSmart server and display the corresponding notification. To get into the Notification Center, drag down the home screen from top on your iphone. iphone/ipad User Guide Page 30 of 54

32 10. Timesheets StreetSmart lets you log your hours quickly and easily. Just select the appropriate timesheet action from the list, and StreetSmart will automatically log the time and send the data back to the web application. The administrator may also add a form to the timesheet actions to collect data associated with your hours. To log your time: 1. Select Timesheets from the StreetSmart Main Menu. 2. Select Start Shift when you want to punch in. 3. Select Start Break whenever you take a break. iphone/ipad User Guide Page 31 of 54

33 4. Select End Break whenever you go back to work. iphone/ipad User Guide Page 32 of 54

34 5. Select End Shift when you re ready to punch out. iphone/ipad User Guide Page 33 of 54

35 Note: You will see the Timesheet history at the bottom of the Timesheets screen under Recent Events. 6. The Summary tab will display the reported time entries for the past days and weeks. It includes: o o o History of timesheet actions grouped by days Sum of pay hours and break time for each shift Sum of pay hours and break time for each week. iphone/ipad User Guide Page 34 of 54

36 10.1. Smart Notification for Timesheet Actions StreetSmart mobile app allows you to set reminder to perform your timesheet actions on schedule. Mobile Smart Notifications enables your field worker to get a notification in case an expected action wasn t performed on time. Field workers will have the option to turn on notification to perform various timesheet actions, such as Start Shift, End Shift, Start Break and End Break. Setup Smart Notification: The notification can be setup from the StreetSmart mobile app. Go to Settings > Notification on your mobile app and setup when you want to be notified on a specific type of timesheet action. Note Hours of operation (HOO) from the StreetSmart web application should be defined to use Mobile Smart Notification. You will see following option in the Notification screen: Start Shift Set the timer to certain minutes or hours after which you will be notified to start your shift as per the Shift Start time set under Hours of Operation Start Break Specify the time when you want to start your break iphone/ipad User Guide Page 35 of 54

37 End Break Specify the time after which you should receive the End Break notification. Timer gets activated based on what time the break was started End Shift Set the timer to certain minutes or hours after, which you will be notified to end your shift as per the Shift End time set under the Hours of Operation. Enable those options for which you want to receive notification Smart Notification on Mobile Device Once you have completed setting up the Smart Notification on your mobile device, you will receive notification to perform certain timesheets actions as per the setup. The notification will be displayed at the top of the home screen of your mobile device. You can perform the timesheet action either via a single touch from the home screen of your mobile device or from your phone s notification center. Just tap on the notification and drag your fingers towards left and you will see a red button to complete the timesheet action. iphone/ipad User Guide Page 36 of 54

38 Note If any form is attached to any of your timesheet actions, then you will get into the forms screen upon tapping the timesheet action from the phone s notification center. iphone/ipad User Guide Page 37 of 54

39 11. Forms StreetSmart allows you to complete your paperwork using Forms on your mobile phone. Forms can be completed as a part of Timesheet, Jobs or Standard Forms. Standard Forms are available from the Forms menu on the mobile phone. The Administrator will create these forms from the web application assign them to specific mobile workers. Forms can be of three types: Ad-hoc Forms: Ad-hoc forms will be available under Forms from StreetSmart main menu. Timesheet Forms: Timesheet forms will be associated with the Timesheet action, such as shift and break. Job Forms: This type of forms will be associated with the Jobs Submit Form To complete Ad-hoc form: 1. Select Forms from the StreetSmart Menu. 2. Select the Form you want to fill out. 3. Enter a value for each field. 4. Select Submit, once you have completed the form. The submitted form will immediately be sent to Web Application. iphone/ipad User Guide Page 38 of 54

40 Notes: You will see the button By Name at the bottom of the Forms list screen. Once you tap on this button, the Forms get arranged in the alphabetical order (A Z) in the list. Submitting a form for Timesheet action or job action is done on the same manner only the form is being opened once choosing the action. You will get the following types of fields in the forms: Cascading List: This is a hierarchical list where the available options in one level depend on the selection of the previous level. Text / Numeric: This type of field allows you to enter text or numbers in the field. This field also allows you to create expandable text area for the betterment of the mobile data collection. Select List: This field contains a set of pre-defined options Label: This field displays labels (notice, headlines, or any other information) on a form. The labels can be presented in regular font or the large bold font. Multi Select List: This fields allows you to choose multiple options from a list of checkboxes Number: This field only captures numerical entries Checkbox: This field allows you to check or uncheck a box Odometer: This numeric field allows you to enter odometer readings from your vehicles which are used in specific reports to determine shift mileage. iphone/ipad User Guide Page 39 of 54

41 Money: This field allows you to enter a number with two decimal places. Text is entered right to left, so entering 123 will result in Picture Capture: This field allows you to capture picture using phone camera or add pictures form your phone gallery. Signature Capture: This type of field allows you to capture the signature of your customer on the iphone. Time: Captures either phone time or custom time Date: Captures either phone date or custom date URL: lets your mobile worker access a configured web page on the mobile device Save Form Mobile workers can save ad-hoc forms on their mobile phones as drafts to be completed and submitted on a later stage. Draft tab is present in Forms menu and displays the list of all saved forms. The mobile worker has two options to save a form as draft: I) Tap on the Save button at the bottom II) Close the form and choose Save. iphone/ipad User Guide Page 40 of 54

42 The user can access any form draft to edit details and/or submit it. A draft form can be deleted by swiping left and selecting Delete. A deleted draft form can never be recovered. iphone/ipad User Guide Page 41 of 54

43 The maximum number of forms drafts on mobile device is 20. Draft Limit Reached message will be displayed while saving the 21 st form as draft. Notes: Saved forms will be only stored locally on the device of mobile worker. If StreetSmart app activation is cleared all saved forms will be deleted and never recovered. You need to upgrade your mobile app to v18.9 to use the draft forms feature. iphone/ipad User Guide Page 42 of 54

44 11.3. Capture Picture using StreetSmart Picture Capture is a feature that can be added as a field type on a form. Mobile workers can add multiple pictures from their mobile phone (camera or phone gallery) to a form as a proof of service. A mobile worker can also annotate the images to increase visibility on the work done. Tap on the form which is associated to the Picture Capture option from the Forms list. Tap on the Picture capture icon to add images. iphone/ipad User Guide Page 43 of 54

45 A pop-up window will appear to choose the image source option as Camera and Gallery. Tap on Camera to take the pictures from the phone s native camera. iphone/ipad User Guide Page 44 of 54

46 Tap on the Gallery to select the images from gallery. You can select a maximum of 5 images at once. To add more tap again on the camera icon and select the images from gallery. In the next screen enter comments and tap OK. You can annotate each of the added pictures by using the Draw button. To annotate a picture: o Tap on Draw button o Select the Pen size and color o Annotate the pictures (you can use eraser or clear buttons to remove markings) o Tap on Apply to save the annotations o Tap on Close to back on form fields. iphone/ipad User Guide Page 45 of 54

47 You can add notes to each of the added pictures. Tap on the icon for preview at the top right corner of the phone screen. Tap on Submit or Save. iphone/ipad User Guide Page 46 of 54

48 Note: You need to upgrade your mobile app to v18.9 to use the annotate feature Capture Signature using StreetSmart: There is a StreetSmart feature on the iphone that allows you to capture a customer's signature directly on the phone's screen. The main benefit of this feature is that it is a paperless solution to obtaining customers signatures and attaching them to a variety of activities. For example, you may want to use this feature in the following scenarios: Closing out a job that has been successfully completed Accepting deliveries Approving Change Orders to a job that has been pushed out to the phone Approving a Work Order that will allow you to start work. Tap on the form which is associated with the Signature capture option from the Forms list. iphone/ipad User Guide Page 47 of 54

49 Tap on the Sign icon. iphone/ipad User Guide Page 48 of 54

50 The Signature capture screen appears. Capture the signature using your finger (hard objects like stylus or fingernail will not work). Once done tap on Save. A sample signature is shown in this image. Now you will be brought back to the Signature capture form screen. Tap on the icon for preview of the signature at the top right corner of your phone screen. Tap on the Submit button to attach the signature with the form. If you want to capture more than one signature, follow the same procedure to capture and attach multiple signatures to your form. iphone/ipad User Guide Page 49 of 54

51 Completed Forms StreetSmart Mobile App allows you to the completed forms using your mobile device. Mobile worker will can send the completed forms via to multiple ids from the mobile device. You will get into the Form page as soon as you hit Submit after filling up a form on your mobile device. iphone/ipad User Guide Page 50 of 54

52 Enter valid ids (separated by comma, space and semicolon) into the Enter ID(s) box and tap Send. You can also select ids from your phone s contact list. If you do not want to send any , just tap Skip. iphone/ipad User Guide Page 51 of 54

53 12. Barcode Scanning The StreetSmart Mobile App allows you to scan barcodes using the camera built into the phone. To scan barcodes, follow these steps: On StreetSmart Mobile App, tap and hold on the field in a form, where you want to enter the scanned data. Tap on Barcode once presented with the options as shown in the following illustration. The Barcode scanner will automatically start on your phone. Place the barcode inside the viewfinder rectangle to scan it. iphone/ipad User Guide Page 52 of 54

54 Note: You do not have to press any button to scan the barcodes. It will be done automatically. Once the barcode is recognized, you will see the scanned data in the desired form field. iphone/ipad User Guide Page 53 of 54

55 13. Settings Menu Pressing the Settings will bring the user to the Settings menu. You will then be prompted to enter a pin number (default is 4321). This menu offers administrative and troubleshooting features. Device Summary View detailed device info under device summary This contains helpful information when calling customer support. Server Sync Force the application to download new or updated jobs, locations, messages and preferences. Clear Activation Reset the device activation on the device and the server. The device now resets the activation on the server as well, eliminating the need for a web user to login and clear the activation. Same as the traditional nine 3 s functionality, however now the user does not need to logout. Clear Record Store Clear all data stored on the device Same as the traditional nine 0 s functionality, however now the user does not need to logout. Volume Change the new/changed item notification volume (low, medium, high, beep) Force Login Force the user to login upon the next application restart. This replace the traditional * 0 functionality. Useful if the login mode is set to automatic and you need to log another user in. Retrieve GPS Force the application to collect and store a GPS point. Note Settings menu could be made hidden from the StreetSmart home screen on your worker s mobile phone to prevent them from making any unwanted changes in the StreetSmart settings. iphone/ipad User Guide Page 54 of 54