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Katipolt Mobile - Site Visits
Katipolt Mobile - Site Visits

How to capture Labour and Product(s) to different areas of a Job from the Mobile App

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 2 months ago

This Help Article covers;

⚠️ NOTE: Before Labour and/or Product can be captured to different areas of a Job from the Katipolt Mobile App, Site Visits need to have been set up to the Job on the Katipolt Desktop side first.

Site Visits display an Alpha Code suffix to the Job Number to identify them, I.E. “1234-A”, “1234-B”, “1234-C” etc.

💡 TIP: By default, if Site Visits are NOT used, Jobs will display the suffix “A” on the Job Number where data is entered

Site Visit Bookings display the Job Number+Suffix, Tap on the Booking to display the Job Card and view more details of the Site Visit

Timesheets (Add)

This assumes you are familiar with the Katipolt Mobile App Add/Edit Timesheets feature

1. From the Booking's Job Card, Tap [Create Timesheet] to display the New Timesheet Screen, OR from the Entries Screen, Tap the Red [+] Plus button to display the New Timesheet Screen, then Tap on the [Job] field to display a list of Jobs/Site Visits and Tap a Site Visit to Select and return to the New Timesheet Screen

2. From the New Timesheet Screen, add the Timesheet as normal

Products (Add)

This assumes you are familiar with the Katipolt Mobile App Add/Edit/Delete Products feature

1. From the Booking, Press [Open Job], then Press [Add Product] to display the "Select Site Visit" card, then either:

  • If the Site Visit is correct, Tap [DONE] to display the Add Product Screen, OR

  • If the Site Visit is incorrect, Tap on the Site Visit to display the Site Visits Screen for the Job, then Tap the correct Site Visit to return to the "Select Site Visit" card and Tap [DONE] to display the Add Product Screen

2. From the Add Product Screen, add the product as normal

To view a Job's Added Timesheets or Products

Scroll to the bottom of the Job Screen to view Timesheet(s) and/or Product(s) entries

💡 TIP: Tapping [VIEW ALL] will display a list of all the Timesheets or Product entries.

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