For: Technicians and service managers · Permission: Be the visit's assigned technician, or have Manage appointments · Time: varies with the program
Quick summary
- Open the truck in the technician app, or on the visit's PM Board.
- Mark each task done. Add parts, a note or photos to a task as you go.
- Enter the exit odometer (or engine-hours) reading.
- Complete the truck: Complete vehicle in the app, Complete Service on the PM Board.
- When every truck is done, the visit moves to Invoicing.
Before you start
- The truck must be in service. It's started with its entry reading (see Begin a PM Visit and Start Each Truck).
- One log per program. A truck booked for two programs (say PM-A and PM-B) has two task lists, each with its own wrap-up. You complete each one.
- Who can record work: the visit's assigned technician, or anyone with Manage appointments.
Mark each task done
In the app: open the visit and tap the truck. Its programs are listed with their tasks. Tap the box on the left of a task to mark it done. The bar at the bottom counts what's left (2 of 9 tasks left). A task you've added a note or parts to shows a Note or +1 part tag.
On the PM Board: open the visit's PM Board tab. Each program on a truck has its own log with its entry reading, a Photos, Videos & Files area (+ Upload, + Add Video, + Record) and the Service Tasks. Click a task card to mark it Done. Click it again to undo.
Add parts, a note or photos to a task
In the app: tap Parts, notes & photos on the task.
- Parts used lists the program's parts for this task. Confirm each quantity with − and +.
- Additional parts: tap + Add a part, search by name or number and pick the part. It stays on this task and goes on the visit invoice.
- Task note (optional): what you found or did.
- Photos & video: add proof of work for this task.
- Tap Mark performed.
Parts are reserved when the truck starts and taken out of stock when the visit closes, not when you mark the task.
On the PM Board: click + Add part to this task on the task card and search by name or part number. Program parts are tagged PROGRAM and parts added during the visit are tagged ADDED. A technician's note shows on the card as Technician note.
Skipping a task for this visit only? On the PM Board, click × on the task card and confirm Remove task. It doesn't change the saved service program.
Enter the exit reading and complete the truck
In the app: when every task is done, the bar reads All tasks done — ready to wrap up. Tap Wrap up vehicle, type the closing reading on the keypad and tap Complete vehicle.
On the PM Board: in Wrap up, enter Exit mileage (or exit engine hours) and any Notes. The footer shows 9 of 9 tasks resolved and Ready to complete. Click ✓ Complete Service, then Complete Service to confirm. This can't be undone.
The exit reading can't be lower than the entry reading. The PM Board says Must be at least 212,480 (entry mileage). and the app says Below last reading 198,350 mi. Complete stays off until the reading is right.
On a truck with two programs, complete each log. After the first one, its log shows a summary and Service log completed. This vehicle's service is still open. The truck is done when its last log is completed.
If you can't finish a truck
- The truck never started (it isn't there, no keys, blocked in): in the app, tap Vehicle not available, pick or type a reason and tap Mark not available. It won't be serviced or billed. On the PM Board, use Not available on the truck's row.
- The truck is in service but a program can't be done: in the app, tap Cancel this service program and give a reason. On the PM Board, click Abandon Vehicle Service on that program's log and enter a reason. Other programs on the truck carry on, and parts held for the stopped program go back to stock.
When every truck is done
In the app, a finished truck shows Vehicle complete with the next truck under Up next, or tap Back to appointment hub. The hub lists every truck as Completed or Not available.
Once every truck is completed or Not available, the order moves to Invoicing, the technician's clock stops and the visit invoice is drafted. See Review and Send a PM Visit Invoice.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Complete Service is greyed out | Tasks are still open, or the exit mileage is missing | Check the footer: it says how many are pending, or Awaiting exit mileage. |
| Wrap up vehicle is greyed out in the app | Tasks are still open | The hint under it says how many tasks to deal with. Mark them done. |
| The exit reading won't save | It's lower than the entry reading | Re-check the dash. The exit reading must be at least the entry reading. |
| The truck is still In service after I completed it | It has another program whose log is still open | Complete the other program's log too. |
| The visit didn't move to Invoicing | Another truck is still Not started or In service | Finish it, or mark it Not available if it never started. |
| A part I used isn't on the program | It's an extra for this visit | Add it on the task with + Add a part (app) or + Add part to this task (PM Board). |
| "You are not assigned to this appointment." | You're not the assigned technician and don't have Manage appointments | Ask a dispatcher to assign you. |
FAQs
How do I mark a task complete?
In the app, tap the box next to the task (or open it and tap Mark performed). On the PM Board, click the task card. Click it again to undo.
What happens after I complete all vehicles?
The order moves to Invoicing and the visit invoice drafts itself, with each truck's parts on it. See Review and Send a PM Visit Invoice.
What if I can't complete a vehicle?
If it never started, mark it Not available. If it's in service, stop the program with Cancel this service program (app) or Abandon Vehicle Service (PM Board). Either way you give a reason, and the rest of the visit carries on.
Where do the parts I add end up?
On the task you added them to, and on the visit invoice under that truck's program. They come out of stock when the visit closes.
Can I undo Complete?
No. Completing a log can't be undone, so check the tasks and exit reading first.