Course Code: SVC-09
Goal: Enable technicians to efficiently manage service work from the field using the CUBE Mobile App, including task updates, asset access, documentation, and scheduling tools.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person; mobile device recommended)
Level: Field Technicians, Lead Techs, and Service Managers
Resources Provided:

• Mobile App Quick Start Guide
  
• Work Order Completion Checklist
  
• QR/NFC Tagging & Scanning Guide
  
• Sample Field Workflow (Printable)
  
• Timesheet & Recommendation Submission Walkthrough
  

Learning Objectives

By the end of this session, participants will be able to:

• Log into the CUBE Mobile App and view assigned work orders
  
• Update job progress with notes, images, and documentation
  
• Complete PM checklists and submit service logs
  
• Use QR/NFC to retrieve asset history and open work order links
  
• Submit timesheets, material requests, and service recommendations
  
• Navigate between current and upcoming tasks in the schedule view
  
• Complete a full work order cycle using a mobile device
  

Session Agenda

9.1 Logging In and Viewing Current Assignments

• Accessing the app via Android or iOS
  
• Secure login and mobile permissions
  
• Navigating the home screen and assignment feed
  
• Viewing work order details (site, system, scope, time)
  

9.2 Updating Job Status and Notes

• Marking job status:
  
• En Route
  
• On Site
  
• In Progress
  
• Completed
  
• Adding field notes for coordination and reporting
  
• Using predefined tags or categories for note consistency
  

9.3 Uploading Service Images and Documentation

• Attaching images to specific tasks or systems
  
• Uploading PDFs or photos of paper documents (site logs, signoffs)
  
• Reviewing image history and site documentation via the app
  

9.4 Completing and Checking Off PM Tasks

• Viewing PM checklists linked to the work order
  
• Checking off tasks as completed
  
• Entering task-specific readings, notes, or test results
  
• Automatic sync with PM reporting for office use
  

9.5 Using QR/NFC to Retrieve Asset-Specific Service History

• Scanning asset tags via QR or NFC
  
• Opening associated asset record and service history
  
• Logging updates, faults, or follow-up needs from the asset view
  
• Best practices for scanning during PM rounds or inspections
  

9.6 Submitting Timesheets, Material Requests, and Recommendations

• Logging time entries with start/stop or total time
  
• Submitting requests for parts, replacements, or resupplies
  
• Entering recommendations for:
  
• Follow-up service
  
• Upgrades
  
• Deferred issues
  
• Submissions routed to manager review and reporting modules
  

9.7 Navigating Between Tasks and Viewing Upcoming Schedules

• Viewing daily, weekly, and upcoming assignments
  
• Swiping between work orders
  
• Filtering by location, urgency, or PM contract
  
• Syncing calendar view with office dispatch
  

9.8 Exercise – Complete a Work Order Using the Mobile App

Participants will:

• Open and review a sample work order
  
• Scan a sample asset and view service history
  
• Check off PM tasks, upload photos, and enter notes
  
• Submit a time entry and follow-up recommendation
  
• Mark the job as completed and sync with office
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Log in to the mobile app and complete a real or demo work order
  
• Scan active QR/NFC tags on assigned sites and test link accuracy
  
• Upload sample documentation to their next work order
  
• Coordinate with service leads to validate task completion processes
  
• Use the app for all on-site job status updates and technician reporting

Note: When scheduling, make sure to include this session code: SVC-09.

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