We’re thrilled to announce that the RemOnline Work Orders mobile app now supports estimates and incomplete orders (also referred to as tickets and jobs), giving you more flexibility and control over your workflows, wherever you are.
What’s New
With this update, estimates are now fully accessible in the Workflows section of the mobile app, right alongside orders. Here’s what you can do with these enhanced features:
Create Estimates: Quickly generate estimates on the go, adding essential details, services, and products as needed.
Update Estimates: Edit estimate details, change statuses, add items, upload files, and add comments, all from your mobile device.
Convert Estimates to Orders: Seamlessly convert estimates to orders, tickets, or jobs whenever you’re ready to proceed.
Streamlined Product Management in Orders
Managing products within orders, tickets, or jobs is now more flexible with better control over stock deductions. Here’s how it works:
Add Products Without Stock Deduction: When you add a product to an order without deducting from stock, the action is recorded as "Product added" in the event feed.
Deduct Products from Stock: If you choose to deduct a product from stock, it will be noted as "Product deducted from stock" in the event feed.
To add products, simply:
Tap the + Product button.
Select the product and enter the required quantity.
Choose your action:
Save to add the product without deducting from stock.
Deduct the product from stock and then click Save.
Managing Incomplete Orders
Orders containing undeducted products are now automatically classified as incomplete and marked with a distinctive icon which makes it easier to identify orders that require further actions before they can be completed.
Key details about incomplete orders:
Conversion from Estimates: When you convert an estimate to an order, all associated products are initially added without deduction from stock.
Closing Restrictions: Incomplete orders with undeducted products cannot be moved to a closed status. To close these orders, either deduct the required products from stock or remove them from the document.
Sharing Estimates and Orders with Clients
Every estimate and order in the mobile app now includes a Public Page option in the actions menu. This feature allows you to send a link to the document’s public page to a client or instantly open it on your device.
And as a reminder, our recent updates introduced new settings for public pages of estimates and orders, including the option to collect client signatures. Now, field workers can display the public page directly on their device, allowing clients to sign immediately.
Experience Enhanced Workflow Flexibility
This latest update to the RemOnline Work Orders mobile app provides enhanced control over estimates, product management, and incomplete orders. Whether you’re creating estimates, managing products, or finalizing jobs, this update helps streamline your entire workflow from your mobile device.
To start using all the new features, update your app to the latest version. If you haven’t installed it yet, now is the perfect time to do it–just follow the link to download the app from the App Store or Google Play.
What’s Coming Next in the Mobile App
As you might have noticed on the Home page, we’re going to add the Products section where you’ll be able to create, edit, delete products. Beside that, we’re working on support of multiple prices for services, bundles, and other improvements for the RemOnline Work Orders mobile app.
If you have any questions or suggestions regarding this update or RemOnline in general, please feel free to reach out to our Support team.