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Other RemOnline Enhancements in September: Scheduler in the Mobile App, Improved Order Actions and More
Other RemOnline Enhancements in September: Scheduler in the Mobile App, Improved Order Actions and More

Learn the latest updates in RemOnline

Hanna avatar
Written by Hanna
Updated over 3 months ago

Scheduler in the Mobile Applications

We are thrilled to announce the launch of the Scheduler feature in the RemOnline Work Orders app, a game-changer for both field and office workers! Now, managing your scheduled orders, tickets, and jobs has never been easier. Seamlessly view all your appointments right from your mobile device.

Effortless Daily Planning

The Scheduler allows you to open your calendar and see all your appointments for a particular day in just a few taps. Whether you’re on the go or in the office, you’ll always know what’s ahead.

How the Scheduler Works in the Mobile App

The Scheduler offers two modes for viewing your calendar: month and week. This flexibility lets you plan your tasks with a broader overview or focus on the specifics of each week. For any day with at least one scheduled appointment, you’ll notice a handy orange dot indicator, so you never miss a thing.

Switch between monthly and weekly views by tapping on the calendar icon in the top right corner.

Simply select a day in the calendar, and you'll see all your scheduled appointments for that day, including the start and end times based on the appointment duration. This detailed view ensures you’re always in control of your time.

Customizable Information Display

Tailor the Scheduler to your specific needs! You can configure which details appear on the appointment cards, ensuring the most relevant information is always at your fingertips. Just head over to Settings > Scheduler and adjust the card to suit your preferences.

Create and Filter with Ease

Not only can you view your appointments, but you can also create new orders, jobs, or tickets directly from the Scheduler. Plus, the filtering options allow you to sort by status, type, manager, and assigned technician.

Quick Access from the Home Page

Accessing the Scheduler is simple—just go to the homepage of the app, or customize your main menu (navigation) in the settings to include it for even faster access.

With the new Scheduler feature in the mobile app, your scheduling process is about to become more efficient, organized, and tailored to your needs. Whether you’re juggling multiple appointments or just looking to streamline your day, the Scheduler has you covered.

Update your app to the latest version to start using these new features. If you haven’t installed it yet, now is the perfect time to do so. Download the app from the App Store or Google Play.

Improved Actions in the Order Window

We’re excited to announce enhancements to three actions in the Order window (can be named Job or Ticket based on your company activities) that are designed to make your work even easier and more efficient. Whether you’re handling multiple orders for the same client, using a previous ticket as a template, or managing warranty repairs, these improved features will help you save time and streamline your workflow.

Save and Create Another

If you often find yourself creating multiple orders, tickets or jobs for the same client, the "Save and create another" action has been enhanced to make the process even smoother. When creating a new work order, you can now easily fill out the details and click "Save and create another." This will save the current order and immediately open a new one, with the type, client, and payer fields automatically filled in from the previous order. This improvement ensures greater consistency and efficiency, especially when you need to quickly create several work orders for the same client.

Also, when you create an order, ticket, or job by this method, now it has a unique sequential number, not related to the first document.

Duplicate

The "Duplicate" action has also been enhanced for those times when you need to use a previous order, ticket, or job as a template for a new one. Now, when you can click the "Duplicate" button, a new order window will open with all field values, services, and products copied from the original order. This improvement allows you to make quick edits before a new order will be automatically created. So you don’t need to reopen the created order and make adjustments.

This action also created a document with a unique sequential number, not related to the original order, ticket, or job.

Continue in New Work Order

Managing warranty orders has never been easier with the improved "Continue in new order" action. If a customer returns with an issue related to a previous repair, you can now create a new work order that is directly linked to the original one, with even more efficiency. The new order will have the same number as the original, with a "/1" added to signify its connection. Additionally, the type, client, payer, and asset information will be automatically copied over, making the process of creating follow-up orders, tickets, and jobs for warranty repairs quicker and more organized.

In the upcoming updates, you'll have the ability to assign different units of measurement for services and products, change order statuses in bulk, and add comments to them. You'll also be able to accept online payments from customers through public order and estimate forms. Additionally, RemOnline will feature an improved, simplified data import process, which will significantly speed up your work with clients, products, and more.

New Bulk Actions for Orders, Jobs, Tickets, and Estimates

We understand that managing multiple documents can be time-consuming. That’s why we’ve introduced new bulk actions, changing status and adding comments, for easier management of orders, jobs, tickets, and estimates.

Here’s how it works:

  1. Select the items you want to modify from the table.

  2. Click the "More actions" button.

  3. Choose "Change status" or "Add comment" to apply changes to multiple items at once.

When changing statuses in bulk, the system will automatically show only the common statuses available across all selected documents, ensuring consistency.

A few important points to keep in mind:

  • Bulk status changes for estimates must be handled separately from orders, jobs, and tickets.

  • Statuses from closed groups can only be set via bulk actions if you have permission to make payments due to the client's balance.

  • Open group statuses that require a payment to be created won’t appear in the bulk action list.

Board View Enhancements

Managing your orders, jobs, tickets, and estimates just got easier. Now, you have more flexibility in how you organize them on the board. You can choose to group items by status groups or by assigned technicians, based on what fits your workflow best.

To customize your board:

  1. Click the settings button in the upper-right corner.

  2. Select the grouping option (either by status or technician).

  3. You can also choose which status groups or technicians you want to display.

Additionally, unassigned orders, jobs, tickets, and estimates can now be displayed in a separate column, making it even simpler to track everything at a glance.

If you have any questions or suggestions regarding this update, please contact our Support team via chat.

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