Office assigns the visit
Enter the site, equipment, and service instructions, then assign the work order to a technician.
QR Mobile Data work orders
Track field jobs with digital work orders
Follow an HVAC service visit from office assignment to the finished report. The technician records the work on a phone, the supervisor reviews the submitted form, and the office keeps the service documentation with the work order.
- 01AssignOffice sends work order 217.
- 02RecordTechnician documents the service.
- 03ReviewSupervisor checks the submitted form.
- 04ReportOffice creates the service report.
One service visit
From assigned work order to completed report
A contractor schedules maintenance on Rooftop unit 04 at the North office. Work order 217 holds the assignment, service form, and review. Workflow tracking shows which step the job has reached based on submitted records.
Technician records the service
Complete the maintenance checks and add findings about Rooftop unit 04 to the mobile form.
Supervisor reviews the work
Read the submitted checks and notes before the office prepares the report.
Work order 217
Send the job to the field
The technician opens the assigned work order at the North office. Prefilled equipment details and instructions explain what to service and what to record.
A QR code or barcode scan can also identify the equipment and retrieve its forms and service history. The technician records the checks, adds a photo of a worn filter, and submits the service form.
Service formInspect unit 04Checks, service notes, and filter photo
Review formCheck the findingsSupervisor's review and next action
Office recordPrepare the reportReviewed service details for work order 217
After submission
Review job status
Authorized office staff can review work order 217 after the technician submits it. Without a connection, the technician can complete the form and submit it when a connection is available. The office reviews the submitted record, including any work that needs follow-up.
217 · FirstAssignedService visit sent to technician
217 · NextIn reviewSubmitted service form
217 · LastCompletedReviewed report stored
Finish the service record
Review the work and create the report
The supervisor checks the technician's findings and can return the form for correction. The office then stores the reviewed record and creates a PDF report of the service visit.
Find what happened on visit 217
Review the completed forms, employees, and dates for the work order when planning the next visit to unit 04.
Use the office's report format
Create PDF reports with a Word template, or export collected data as CSV for further review.
On a manufacturing line, a production work order can pass from an operator's form to a quality-control form. The recorded steps support traceability from production work to the inspection record.
Answers
Frequently asked questions
Start with one work order. Name who assigns it, who records the work, and who reviews the result.
How does QR Mobile Data automate workflow?
Office staff assign a work order, a technician records the job in mobile forms, and a supervisor reviews the submitted work before the office creates the report.
When can the office review field work?
Authorized office users can review field records after submission. Technicians can complete forms without a connection and submit them when a connection is available.
Can each step use a different form?
Yes. A work order can use separate forms for the technician's service notes, the supervisor's review, and office follow-up.