Work ticket details

You can log time and manage issues, materials, documents, and photos associated with a Work Ticket from the work ticket details screen. View a work ticket from your Daily Plan by selecting the work ticket under the Property/Services list on the Tickets tab. 

Work ticket details overview 

 

The following information describes the elements on the work ticket details screen.

1. Start/Stop work: Select to start or stop work for clocked-in crew members.  
2. Scheduled Hours: Dynamically displays the total number of estimated visit hours for the work ticket. The estimated hours will be updated to reflect hours logged for a work ticket. 
   1. Once you have clocked in and started to work for a job, the value in this field will reflect the remaining time divided by the number of crew members working the job every time you Stop work without completing the ticket. 
   2. As time progresses, if an expected duration is not specified on a ticket, 0.00 hours will be displayed instead.
3. Start/End Time: Visit start and end times logged for a work ticket.
4. Property: The name of the property associated with the work ticket. 
5. Service: Names of the division and service associated with the work ticket. 
6. Route Manager: The name of the route manager. Select the telephone icon to call the route manager directly from your mobile device. This option is only available if the route manager has their updated number attached to their contact record in the Aspire application.
7. Account Manager: The name of the account manager. Select the telephone icon to call the account manager directly from your mobile device. This option is only available if the account manager has their updated number attached to their contact record in the Aspire application. 
8. Address: Address of the property. Select the arrow icon to open a map application installed on your device to view and follow driving directions. 
9. Opportunity Name: The name of the opportunity and a display of the opportunity type. 
10. Opportunity Number: The number used to identify the opportunity in Aspire. 
11. Visit Checklist: View and mark checklist items complete for the work ticket. 
12. Open Issues: View issues associated with the work ticket. Issues are sorted alphabetically by subject name. 
13. Notes: Displays the Tickets, Service, Operation, and Visit Note tabs at the top of the screen to view notes associated with work tickets.
    1. Ticket Notes: Displays existing ticket notes submitted from Aspire. 
    2. Service Notes: Existing notes submitted on the service when creating an estimate that was copied to a work ticket. 
    3. Operation Notes: Entered on the property details screen on the property associated with the work ticket. 
    4. Visit Notes: Add notes^a containing text and/or images from the visit notes tab. 
       1. Every note added will display the name of the contact^c who added the note and a date and time^d captured when the note was submitted.
       2. The five most recently added notes will be displayed and available when your device is offline.  
       3. Add images by taking a photo or uploading an image from your photo library. 
14. Materials: Select to view the estimated and allocated materials for the current work day associated with the work ticket. You must be actively logging time to add materials. 
15. Documents: Select to view, edit, and upload document attachments to the property and/or opportunity associated with the Work Ticket.
16. Partial Occurrence: Select to specify the percentage of work completed to adjust budgeted revenue, estimated costs, labor hours, and materials, thereby modifying the customer invoice amount. If the percentage exceeds 100%, it increases the budgeted revenue and invoice amount.
    Note:

    This option is available for incomplete work tickets with a Per Service invoice type and when the Partial Occur permission is configured in the Aspire web client. For more information, see Invoice Types and Work Ticket Permissions in the Aspire User Guide.
17.  Open Weathermatic: If your company has integrated the Weathermatic third-party application with Aspire, select to sign in to your Weathermatic account. For more information, see the Weathermatic article.

Keep in mind

• This option will not appear on the ticket details screen if you do not have Weathermatic integrated with your Aspire account. 

Visit checklists 

From the Work Ticket Details screen, tap Visit Checklist to view and complete tasks, ensuring all specific service tasks are carried out before completing the work ticket.

 

From the Visit Checklist screen, crew leaders can view the following:

• Checklist items configured for the service on the work ticket.
• Checklist status.
• Icons designating mandatory checklist items.
• Completion dates for finished checklist items.

The checklist status is reflected by one of four colors, each reflecting the number of complete and incomplete tasks:

•  Green: All items are complete.
• Yellow: All mandatory items are complete.
• Red: A mandatory item is incomplete.
• Gray: No items are complete.

Note:

During application refreshes, visit checklist items are updated to ensure the correct items are visible when changes are made to the service checklist.