Step One:

From the Phone, Tablet, or PC, Launch the Mobile Reach application

iOS and Android: 

Windows 10:

Step Two: Enter the Gateway Server 

 NOTE: UAT used for initial testing and training, PROD used for full deployment

 Username: Enter End-User Network Login

Password:  Enter End-User Network Password

Login Screen

MR Client Home Screen

Settings > Touch ID & Passcode

List Screen Navigation Icons

: Delete all changes made on the Records. This action permanently removes all changes that have been made on this device that hasn’t already been Synched. 

 iOS: Swipe Left to Reset a Single Record

Android: Tap + Hold to Reset a Single Record

List Screen Record Update Icons

Work Order App Icon

Work Order Home Screen

After selecting a work order from the list, you’ll be navigated to the Work Order Home Screen. This serves as the central hub for managing the selected work order and provides access to all related information and actions.

From this screen, you can:

• View general work order details
• Access customer contact information, knowledgebase articles, and work notes
• Capture signatures from both the field technician and the customer
• Modify the status of the work order as progress is made

At the top of the screen, a navigation bar provides quick access to other key areas of the app. The icons include:

• Truck icon – Bootstock and inventory management
• Pin icon – Work order site location details
• House icon – Home screen (current view)
• Camera icon – Photo capture
• Checkmark icon – Assigned checklists

The currently active screen is visually indicated by a orange-highlighted icon.

Note: If the work order is still in the Assigned status, you must tap the Start Work button before full functionality becomes available. Inventory management (accessible via the truck icon) will remain disabled until the work has been started.

Customer Contact

 Tap the 'i' bubble icon from the Home screen to view customer contact info.

Knowledgebase

 Tap the lightbulb icon for knowledgebase access.

Work Notes

You can add a new work note directly from the Home Screen by entering your comments into the “Enter Work Info Here” field. Once you've entered your note, tap the Plus (+) icon next to the eye icon to save it as a new work note record.

To view work notes associated with the current work order, tap the eye icon in the navigation bar. This will display a list of previously added and new work notes for review and reference.

Tip: You can also add a new work note from the Work Notes screen itself by tapping the Add (+) icon in the bottom-right corner. This provides another way to document observations or updates during the job.

Bootstock and Inventory Management

Tapping the truck icon in the navigation bar opens the Inventory Management section of the app. This section allows you to view and interact with three types of equipment lists:

My Inventory

This list displays equipment currently in your bootstock (i.e., items physically in your possession).

• Tap a record to view detailed information about the equipment.

From the detail view, you can choose to Install the equipment on site.

Site Inventory

This list includes equipment that is currently located at the work order site.

• Tap a record to view the equipment details.
   
• From this screen, you have two options:
  • Tap the Replace icon to swap the on-site equipment with an item from your bootstock.
     
  • Tap the In Inventory icon to remove the equipment from the site and add it to your bootstock.

WO Inventory

This list shows equipment that is associated with the current work order.

• The available actions depend on the status of each equipment item:
  • If the item is marked In Inventory, you can choose to Install it.
     
  • If the item is marked Deployed, you may either Replace it or move it to your bootstock.

Site Location Details

Tapping the location pin icon in the navigation bar opens the Site Location screen. This section provides detailed information about the work order’s associated site, including:

• Region
• Site Group
• Site Name
• Address

To assist with navigation, you can tap the Directions button to open your device’s default maps application (e.g., Google Maps or Apple Maps). The site’s address will automatically populate as the destination, allowing for quick and seamless routing from your current location.

Site Location Screen

Photo Capture

Tapping the camera icon in the navigation bar opens the Photos screen. This screen displays all photos currently associated with the selected work order.

To add a new photo, tap the Add (+) button located in the bottom-right corner. This will navigate you to the Photo Details screen.

On the Photo Details screen:

• Tap the camera icon in the center to take a new photo.
   
• After capturing the photo, the app will automatically attach a timestamp and GPS coordinates, which will be overlaid on the image for documentation purposes.

You can also annotate the photo by tapping the pen and paper icon, located just below and to the right of the image. This allows you to draw directly on the photo to highlight specific elements.

Additionally, you may enter a short description to provide context or explain details that may not be visually obvious in the photo itself.

Photos Screen

 Photo Details Screen

Checklists

Tapping the checkmark icon in the navigation bar opens the Checklist screen. This screen displays all checklists that are associated with the current work order.

Each checklist is assigned one of the following statuses:

• Pre-Work: Must be completed before work on the work order can begin
• Pre-Complete: Must be completed before the work order can be marked as completed
• Optional: Can be completed at the technician’s discretion

To begin a checklist, tap its entry from the list. This will open the Checklist Detail screen, where you can answer each question. All questions must be completed for the checklist to be considered complete.

Checklist questions use drop-down menus with predefined answers, making it quick and easy to select the appropriate response.

Checklist Screen

Checklist Details Screen

Capture Signatures

When you're ready to sign off on the work performed, tap the Pen icon located next to the Finish Work button on the Home Screen to open the Signature screen.

On the Signature screen, you have two options:

• Tap Field Tech to capture the technician’s signature.
• Tap Customer to collect a signature from the customer while on site.

Field Tech Signature

Selecting Field Tech opens the Field Tech Signature screen. The technician can sign directly on the screen and tap Save to complete the process.

Customer Signature and Survey

Selecting Customer opens the Customer Signature screen. The customer will be prompted to:

• Provide their signature
• Enter their name

After saving, the customer will be asked if they would like to leave a review.

• Tapping Yes will navigate them to the Customer Review screen, where they can complete a short satisfaction survey by rating various aspects of the service using a 1–5 star scale.
• Tapping No will save the signature and return the user to the Signature screen.

Closing the Work Order

To complete a work order, navigate back to the Work Order Home Screen and tap the Finish Work button. If all required tasks have been completed—such as checklists and signatures—the button will update to Completed, and the work order’s status will reflect this change.

Before saving the completed work order, make sure to fill out the required Status Reason and Resolution fields, both of which are located in the lower half of the Work Order Home screen.

Completed Work Order Home Screen

Once the record is saved, the app will return you to the Work Order List screen. The completed work order will now appear in green, with a green checkmark and an upward arrow indicating successful completion.

To upload the completed work order to the source system (if you have an active network connection), tap the Sync icon (two circular arrows) to synchronize the record with the database.

Calendar App Icon

Accessing Your Events

Upon launching the Calendar app, you are presented with a daily calendar view that displays all scheduled events for the current day. Each event is color-coded based on its status, allowing you to quickly distinguish between different types of activities.

Event statuses may include:

• Leave Requested
• Leave Approved
• Leave Taken
• Leave Rejected
• Leave Cancelled
• Work Order Assigned
• Work Order In Progress
• Work Order Pending
• Work Order Completed
• Work Order Closed

By default, the app opens in Day View mode. However, you can easily switch to Week View or Month View using the navigation icons located along the top row at the bottom of the screen. This flexibility allows you to manage both your immediate schedule and longer-term planning with ease.

Calendar Week View

 View calendar events in a given week.

Calendar Month View

 View calendar events in a given month.

Event Details

 Tapping on any calendar event, whether in Day, Week, or Month view, opens a detailed view of that event. This screen displays key information including the event type, start and end time, and the current status of the event.

Calendar Day View

 
Calendar Week View

 
Calendar Month View

 
Calendar Event Details Screen

Submitting a Leave Request

To submit a new leave request, tap the Plus (+) icon, which is available on any of the calendar views. This action navigates you to the Add Leave Request screen.

On this screen, you can complete the request by providing the following details:

• Type of Leave – Select from options such as Family Responsibility, Maternity, Sick, Study, or Vacation
• Duration – Choose whether the leave spans a specific number of hours or full days
• Requested For – Indicate whether the leave is for yourself or another individual
• Description – Add a brief reason or note for the leave
• Leave Period – Set the start and end dates for the leave

After entering the necessary information, tap the Save icon to create the leave request.

The new entry will appear in the Leave Request List View, marked as pending until it is successfully synced.

When network connectivity is available, tap the Sync icon (circular arrow) to send pending leave requests to the database. You can return to the main calendar view at any time by tapping the Calendar icon in the bottom navigation bar.

Add Leave Request Screen

 
Leave Request List View