This Help Article covers;
Job Screen, and
The Katipolt Mobile App is a useful tool for Staff Members to see their day's Schedule (Bookings). They can view the details of a Job, record any Time and/or Materials used to carry out the work, and add Comments or Notes regarding the Job.
⚠️ NOTE: Not all features are available by default to the Katipolt Mobile App Users and Users may need to be assigned to a Role that has the feature "enabled" to access and use.
Features that are not in the default view for the Katipolt Mobile App Users;
Add Product
Create Job
Change Job Stages
Create Customer
View Schedule
Add Form
⚠️ NOTE: This article assumes the Staff Member has already created an account and can log in. If not see the related Help Article: Katipolt Mobile - Create or log in using Katipolt Account (Mobile App)
Entries Screen (Today's Bookings)
Your normal landing Screen. Displays a list of your Bookings for the selected day and any Time entries you have made that day
Entries Icons
Tap on a Booking to open and view the Job Details Screen
Tap on a Timesheet entry to open and view the Edit Timesheet Screen for that time entry
Tap the Red [+] Plus button to Add Timesheet Time
Schedule Screen
Displays the Booking Schedule for you and other Staff Members (Enabled feature).
Tap on a User Icon to see their name
Tap on a Booking to see the Job Card and details
For more information see the Help Article;
Jobs Screen (Jobs List)
Displays a list of all Jobs
Tap on a Job to open and view the Job Details Screen
Tap on [Owner: Xxx] or [Stage: Xxx] to filter jobs by Owner or Stage
Tap the Red [+] Plus button to Add a New Job (Enabled feature)
Tap on the Customer Name to view the Customer's contact details
Tap on a Contact Person to view the person's contact details
⚠️ NOTE: Jobs continue to display on the Job Screen for a period of 1 month following being marked "Completed" or "Archive", this is in case a return is needed due to any in-completed work raised by the Customer.
💡 TIP: From the New Job Screen, a User can Add a New Contact (Customer) (Enabled feature)
For more information see the Help Articles;
Summary Screen
Displays your Time entries and Total Hours for the current Pay Period
Tap the Red [+] Plus button to Add Timesheet Time
Notifications Screen
Displays a history of your notifications (a red dot displays on the "Bell" when there is a new notification)
⚠️ NOTE: Notifications are only sent for "Jobs that are booked today for today” OR “Jobs for today and are rescheduled”. You will not get a notification or reminders for a Job tomorrow that is booked today, so check your day's Bookings each morning.
💡 TIP: Press the More (3 dots) menu of the Notifications Screen, then Press "Test push notification" to confirm your Katipolt notifications are working, if not you may need to check your phone's notification settings.
Job Screen
Details Top Tab
Files Top Tab
Forms Top Tab
Job Screen Details Top Tab Buttons;
Add Timesheet - This allows the User to Add Time to the Job
Add Product - Allows the User to Add Product(s) to the Job (Enabled feature)
Add Comment - View or Add Comments or Notes
Navigate - Launches map of/to the Job Location
For more information see the Help Articles;
Job Screen Details Side Menu;
Contacts - See the Customer's Contacts
Site Visits - View All, see all the Site Visits to enter Time/Materials
Bookings - View All, see who else is on the Job (Tap on a User Icon to see their name)
Discussions - View All, see or Add a Comment or Note
Timesheets - View All, view your Timesheets for this Job
Products - View All, view Products allocated to this Job
Job Screen Files Top Tab;
View Files added from Katipolt Desktop (I.E. Site Plan)
Add Files - Tap the Red [+] Plus button to Add Files (Photos/Videos or documents from your mobile device)
For more information see the Help Article;
Job Screen Forms Top Tab;
Add CoC/ESCs (Needs Practicing Licence details entered Katipolt Desktop side)
View CoC/ESCs
Send CoC/ESCs
View, complete Forms
Add Forms (Enabled feature) - Tap the Red [+] Plus button to Add Forms
For more information see the Help Articles;
Menu/Sign Out
Alternative Navigation
View or Make Leave requests - Tap Leave to View Leave Requests, Tap the Red [+] Plus button on the Leave Request Screen to make a Leave Request
Sign Out
For more information see the Help Article;