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Mobile App Practice - Adding Tasks Directly to the Work Order
Mobile App Practice - Adding Tasks Directly to the Work Order

We highly recommend that your technicians practice using the mobile app on their own. Here is one of the practice scenarios for the to use!

Michael Axtell avatar
Written by Michael Axtell
Updated over 5 years ago

Scenario 1 : Adding Tasks Directly to the Work Order

Receive Dispatch and Locate Customer

  • Step 1: You are being dispatched to a job for John Smith at 356  Jackson Ave NYC, New York 12345

  • Step 2: Go to the customer list icon (the icon is the little silhouette of a man at the top or under the Quick Links: Customer button).  Search and find customer "John Smith"     

Launch Work Order and Perform Diagnosis

  • Step 3: Launch a work order for this customer using the "Create  Work Order" button

  • Step 4: Use the Quick Add (green +) to add a  dispatch/diagnosis/service fee's

  • Step 5: Get the customer signature for the Diagnosis fee in the signature box at  the bottom     

Build Your Quote

  • Step 6: Add a good faucet task for a Kitchen/Bar (Search using the Price Book  icon - Price book, Plumbing, Kitchen/Bar, Kitchen Faucet New) - Add this task  to the invoice by clicking the add button        

  • Step 7: Add a better side sprayer at the Add-on pricing (when viewing the price  book use the toggle in the top right hand corner to switch over to Add-On  pricing)         

  • Step 8: Go into the working invoice that we have currently open (the icon is clip  board with check mark)        

  • Step 9: Click on the internal notes icon and add the note "the dog  bites" (the icon is a paper with bottom of the edge folded over, located on the left side of the invoice)        

  • Step 10: Click on the Quick Add to Add note for the work order for the customer  Note: side sprayer requested by customer        

  • Step 11: Add a 10% discount for being military in the total due box (the  sub-total/total on the left side - look for the arrow)      

Present  to the Customer, Collect Signature, and Payment              

  • Step 12: Get the customer signature for the approval of the work in the approval  signature box at bottom of work order        

  • Step 13: Get the customer signature for the acceptance of the work being done

  • Step 14: Take the payment in full by credit card with the card ending in 7536 

  • Step 15: Save and email the invoice   

Now that you've mastered adding tasks directly to the work order, try Using Prebuilt Option Boards!

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