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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.


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

  • Red: High priority fault currently Active.
  • Orange: Medium priority fault currently Active.
  • Yellow: 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 or tasks.

Contract
Indicates the equipment is on a contract. This icon displays on the Location Equipment tab, Service Call Equipment tab, New Service Call form, and the BOB Equipment dashboard.

History
View service history at this location. Select the History tab to open the History form. Select the Redisplay icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access.

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.

Pause
This icon displays to the left of an appointment in the Appointments list to indicate that you have paused the travel time entry. See Time In and Out of Travel .

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.

Related
Select to view a list of other technicians scheduled for the same service call or job. After accessing this view, select the Redisplay icon.  You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.
  • Service appointments automatically show all appointments on the service call.
  • Job appointments show only the appointments for the selected date range. The default date range is +/- 1 day, but you can select any date range, however, be aware that the larger the date range the longer it may take to retrieve the data.

Reopen
This icon displays in the service call Task tab. Selecting this icon will reopen the completed tasks.

Replacement Parts or Task Materials
Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form.

  • Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction.
  • Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.

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.


Travel Time Begun
This icon displays to the left of an appointment in the Appointments list to indicate that you have begun travel to the appointment. See Time In and Out of Travel.

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