Install Excel Security for free on your iPhone and Android.

The Excel Mobile app is a mobile based application that that allows mobile workers to receive work orders and manage their jobs. The service is provided using a dedicated web site (portal), which is associated to the mobile app. Excel Mobile mobile app is free to download for registered users. Once downloaded, users are required to login to the service using their email and supplied password.

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iphone app
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iphone app

Steps to complete a works order on the APP

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Accepting

  • To accept a job select the Accept button located at the bottom of the Job List screen (highlighted with red border). Selecting accept will make arrive appear
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Arriving

  • Once the engineer has arrived at job site they should select arrive button (highlighted with red border). Selecting arrive will display a pop up message. Selecting 'Yes' will record the time you have arrive at job. Arriving at a job will change the 'Arrive' button to 'View' button.
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Assess

  • Selecting the view button will bring the engineer to the Job Detail page.
  • Selecting ASSESS (Highlighted with a black border below)
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  • Job Assessment page will open when ASSESS is selected.
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  • To be able to move to the next section the engineer must complete 'Cause of Damage' and Upload photo. Once these two sections are complete the report button will become available to select.

Report

  • Selecting the Report button on Job Assessment page (highlighted with black box below) Will open the Report page.
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  • On the report page the engineer is able to Upload a post repair photo as well as add a 'Post Repair Report'.
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  • Once both sections are completed the 'Complete' button will become available to select. Clicking this button will take you to the Job Complete page.

Complete

  • The complete job page allows the engineer to store the name and the signature of the client.
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  • There is also a switch available for the client to show if He/She is satisfied.
  • Once all steps are complete the engineer is able to complete a job.
  • Once a job has been completed then the engineer will not be able to view it again and it disappears from the Job List screen.