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.
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;