This app helps technicians and service providers keep track of jobs and information about them. Each visit needs to be recorded with notes indicating the reason for service, the observed situation, and the service actually provided. The technician can distinguish customers by color, and see which jobs have been completed based on the color formatting of the complaint text. In many cases, a signature from the customer is required to indicate completion of service-- this can be collected straight from the app.
A mobile app for field service technicians to log customer visits.
We created this app with a workbook containing two worksheets— the general Service Log worksheet and a Customers worksheet. The Service Log worksheet will represent a form in the app for new data capture, and the Customers worksheet contains general information about each customer along with an address that is mappable.
1. Most of the columns in the spreadsheet activated simple Text Field Types, which enables the user to manually type in information for each service job. The Date Type is used and the current date is automatically captured with a default value. The Text and LongText Types are used to capture short and long notes. Some of the columns are marked as Searchable and the user can search over all content in those columns to find specific entries.
2. The Customer column is an Enum (dropdown) column with other values allowed, so the user can create new customers straight from the app. The enum was created by utilizing data validation in the spreadsheet.
3. The Complaint column is also an Enum column, which we formatted within the editor. The idea is that the service technician only deals with a specific set of customer needs. However, other values are allowed in case the technician needs to add a new type of customer complaint.
4. The Signature column activated the Signature capture function in the app. Every captured signature is synchronized back to cloud storage in the form of an image file, with a reference to the image file saved along with the row data.
5. We created three views— a main Service Log view, and a Customers and Map view that are assigned to the upper left hamburger menu.
6. We added a set of conditional formatting rules so that each complaint would display as red if it was not completed, or green if it was completed. To do this, we created a slice for both values from the Data > Slices tab. Then we created a set of formatting rules over each slice from the Settings > Workflow tab.
7. Finally, we changed the name of the "New" button to "New Service" via the UX > Branding tab.
Choose a Sheet
To find the ID of a sheet, go to the Smartsheet site, open the Properties of the sheet, and copy the ID property.