Custom mobile report – Printing

Custom mobile report – Printing

Technicians can have a custom report to print the work order information. For that, you must create a report

with the desired structure and export the file (.txt) generated for the BackOffice on the option "Mobile Reports".

After accessing the work order detail, follow these steps to print the report:

  1. Select the "3 dots" on the upper right corner;
  2. From the displayed menu, select the "Print" option;
  3. You will be asked if you wish to print the most recent data.
    1. If the answer is "Yes".
      1. Your internet connection is verified.
        1. If you don't have access to the internet, the following message will be presented "You do not have internet access, so the report will only include the data you currently have on your device. Do you wish to continue?"
          1. If you answer "Yes", the process will continue using the device data at the time of printing.
          2. If you answer "No", the window is closed and the printing stops.
      2. If you have internet access, all data necessary for the report will be downloaded.
    2.  If the answer is "No".
      1. If you answer "Yes", the process will continue using the device data at the time of printing.
    3. If the answer is "Cancel".
      1. The window is closed and the printing stops.
  4. If you wish to print the report, a list of all mobile reports is presented on the screen for you to select the desired report. If no report is defined on the BackOffice, the list is not presented and the standard report preview screen is presented instead to check that the information is correct. If you wish to print, select the checkmark from the upper right corner. If the option "Signature" is active on the app settings, two menus will be presented to be signed – one for the technician, one for the customer and another one to insert the customer name;
  5. After the signatures, the final report is generated as a PDF and opened for preview on the app as a PDF by default;
  6. Next, you will be asked if you wish to send the generated file via email. If you wish to send via email, a text box will be presented to insert the desired recipient's email. This feature depends on the client email used, because for some emails it is not possible to attach documents from the app.

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