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IconName/Description

Menu
Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The actions that are available depend on the kind of transaction or timesheet entry that you're working with.

Add Snippets
Add predefined resolution note snippets when you complete an appointment. Select as many snippets as you want, in the order that you want them listed.

Back
Close the current pane and return to the previous pane.

Barcode
Scan a barcode for equipment or inventory items.

Image Modified

BOB Health Status Indicators
The health status will be one of the following colors: 

  • Red: High priority fault currently Active.
  • Yellow: Medium priority fault currently Active.
  • Green: Low priority fault currently Active.
  • Gray: Entities that have:
    • Sensors with a currently Active BAS Agent in the Connected State but no active Faults.
    • No Sensors with a currently Active BAS Agent in the Connected State.
    • The Entity is not created or mapped in Building Optimization Broker.

Complete
Complete an appointment.

Contract
Indicates the equipment is on a contract. This displays on the New Service Call list and the BOB equipment dashboard.

Map
Display appointment addresses on a map.

New
Create a new record, such as a service call, appointment, or note.

Number of Rejected Time Entries
If you have any rejected time entries, a notification count displays next to the Time Entry icon on the navigation pane. The number displayed indicates the number of rejected transactions for the Previous and Current Weeks combined. When you correct and resubmit the time entry, the count updates.

Rejected Time Entry
This icon displays in the Time Entry list next to any time entries that have been rejected. A status row for the time entry also displays "Rejected" and the manager's comments display.

Save
Save the changes to the record.

Sync
Sync your device to the host system.

Note

On the PO Receipts tab, the Sync icon opens the vendor lookup, so you can select the vendor to use for retrieving drop-ship purchase orders.


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