⚠️ Go to https://my.sam.co.nz/mobile to open the mobile web app!
The Technician Web App is optimised for use on mobile devices/smartphones and provides a simple interface for technicians to:
- View their jobs for the day
- Clock on/off jobs to log their time (time-clocking)
- Add Photos of issues/repairs as evidence
- Add Recommended Work identified while working on vehicles (that can be converted to Estimates in webSAM)
TABLE OF CONTENTS
Mobile Images features mentioned in this article relies on the Mobile Images addon being activated in your system, read more here: [webSAM] Setting Up Photos / Mobile Images & Upgrading Storage
Logging In
You can access the Technician Mobile app on your mobile device by going to:
You can then log in with your usual webSAM login credentials, however your login credentials will need to be linked to you as a technician in the setup of webSAM, for more details see:
Add the Technician Web App to your Mobile Home Screen
To simplify logging into to the app - on most mobile devices, you can save a website address as an icon on the home screen. To do this on Apple devices see here or for Android see here!
The Dashboard
When you log in the first screen you see is the Dashboard, this will display all jobs currently allocated to the technician profile associated with your login details, the screenshot below highlights key controls on this screen:
1: Search
While the Job List will only display jobs allocated to you scheduled for today, the Search field will allow you to search by rego, customer or job number for any jobs allocated to you today or in the future.
2: Job List
This list shows all jobs allocated to you for today. You can click on each job's tile to open the Job Screen (mobile)
3. Home
Clicking this will take you back to the main Dashboard, from any other screen in the app.
4. Clock On/Off Non-Jobs
This icon allows you to clock on or off a 'Non Job'. Such as Cleaning/Lunch etc.
Read more here: Timeclocking - On a Mobile Device
5. User Menu
Click here to log out or display the full name of the account currently logged in.
Job Screen
On this screen you can see the details of the selected job.
1: X - Click to Close the Job Screen
2: Status Dropdown
To change the current Job Status
3: Vehicle Details
Click the Pencil icon to edit vehicle details as below:
4: Job Section Clock On/Off
Each Job Section has a Clock icon you can click to clock on/off that section. Clocking on happens immediately if you're not already clocked in. When you are "clocked on' the icon displays green.
Read more here: Timeclocking - On a Mobile Device
and more on Job Sections here: [webSAM] Job Sections
5: Add Notes (Job Text) to Job Section
Each job section has a pen icon to add notes (Job Text). A blue bubble displays over the icon indicating notes have previously been added. Clicking the pen icon will open a screen where you can view notes previously added to the section, or add new section notes:
When adding notes, you can type your own custom text, or click the icon indicated below to add from your pre-written library text
6: Add Photos
Add photos to jobs sections - see here for more: [webSAM] Adding Images to a job - Using a mobile device
7: Recommendations
Add recommended work to jobs - read the full KB here: [webSAM] Adding Recommendations using the Mobile Web App
8: Smartcheck (eWOF)
If the user has access to Smarcheck eWOF, click here to start the inspection. Read the full KB here: [webSAM] SmartCheck eWOF - Electronic WOF Checksheets
? Need more help?
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