Mobile Install

SI’s Mobile Install (MI) functionality gives users the power to publish install Tasks and Service Orders to a web portal powered by the D-Tools cloud that can be accessed by technicians and installers in the field from any device. Installers and Technicians can track install time and completion status, take notes and photos of the install, and sync this information back into SI for accurate time and install tracking. We’ve added enhancements to time tracking, adding items on-site, and other enhancements to make Mobile Install an indispensable part of the SI platform.

Time Sheets – Track and Export Time Entries – Time Sheets can be created in Mobile Install and exported to a CSV file from Mobile Install. When Time Sheets are enabled users can enter time entries on tasks and service orders for each day. The installer actual hours are computed from their respective time entries. Time Sheets can be exported to a CSV file for import into other systems. Exported Time Sheets can be used to make entries into QuickBooks or other accounting system.

Add Site Items to Install Tasks and Service Orders – Track and account for additional work in the field and empower your techs to add additional products or services and get customer approval on the spot. Approved added items or services can be added to an existing D-Tools project.

Send Email when Task or Service Order is Complete – Automatically notifies project manager (or task creator) when the install task or service order has been marked as completed.

Add IP Address to Task Items in Mobile Install – IP Addresses can now be edited on task items and will sync to project from the task item.