Creating a work order in the RemOnline application is similar to creating a work order in the web version.

Before creating an order, you can customize the order card to display exactly the fields you need in the mobile app.
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To do this, go to Settings > Orders. All fields available for use in the mobile app are displayed here.

You can:

After customizing the order form, you can proceed to creating it.
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1. Tap the + in the upper right corner of the RemOnline section and select a work order type.

2. Assign a manager and specialist to the work order.

3. Specify information about a client and their asset.

Tap the Add Asset button and use the search to find an existing asset, or tap the + in the upper right corner to create a new asset.

If you add an existing asset, the client who owns this asset will be automatically added to the work order.

When creating a new asset, specify whether it belongs to the client. Then fill in all the information about the asset and save the changes.

If you have enabled VIN Lookup integration, the vehicle information will be autocompleted after entering the VIN code.

In order to initiate autocomplete, click on the VIN code field, enter the number and click Done. If the entered number is correct, the system will find it and fill in all the fields configured in the integration on its own.

Also, you can use the function of VIN code recognition by photo. To do this:

1. Open the VIN field and click Recognize.

2. Take a photo of the object with the VIN number on it. It can be a part of the car body, a photo of the registration certificate, or any other document that contains the VIN code.

3. Click Use photo and if the photo is clear enough, the system will recognize the VIN and fill in all the fields configured in the integration.

Important: currently, the mobile application does not pull values from directories for asset fields, so you need to enter the data manually. In future updates, selecting values from directories linked to asset fields will be possible.

Similarly, you add a client to a work order. Tap the Add client button and use the search, or create a new client by taping + in the upper right corner.

If you add an existing client first, then when adding an asset, only those assets that belong to this client will be displayed in the list.

Swipe left and tap the cross to remove an asset or a client from the work order.

4. Fill in the work order details.

You can select values from the directory if a directory is linked to a field in the work order form.

Remember that you can customize the work order form, add or delete fields, change their order, link specific directories, etc. Read more about customizing the work order form in this article.

5. If necessary, specify the prepayment from your client and tap the Save button in the upper right corner.

If you specify a prepayment, you will see a payment window in which you must select a cashbox.

Done! You have created a new work order and can now add labors and materials.

A work order can become incomplete in two cases: if you created a work order based on a calculation, or if you added products to the work order without writing them off from the warehouse.

Please note that an incomplete work order cannot be closed or transferred to the “Done” status.

Incomplete work orders and items are displayed with the corresponding icon. In the work order table, you will see a separate badge for incomplete work orders.

1. To make an order complete, you need to go to the incomplete work order.

2. Next, you need to go to the editing of the incomplete item and write it off. Under the “Quantity” field, you will see how many products you need to write off, by clicking on this field you can specify from which warehouses/cells and how much you need to write off.

3. Be sure to confirm the changes.

Done! The work order is complete.