Collect the assets (Mobile app)

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The driver or collector uses the Mobile app to return the assets to the depot.

The Collection task includes the following checklist:

  • Add notes.

  • Add pictures.

Steps

  1. Add notes.

  2. On the Task details page, tap 'Task notes'.

    Task notes icon

  3. Enter the desired task notes.

  4. Tap 'Confirm'.

  5. Add pictures.

  6. On the Task details page, tap 'Pictures'.

    Pictures icon

  7. To ensure all existing task pictures are shown, tap the 'refresh' icon on the action bar:

    Refresh icon

  8. To add a picture, tap the '+' icon on the action bar:

    Add picture icon

  9. To take the picture, tap inside the picture area.

  10. Enter the picture title.

  11. Tap 'Save picture'.

  12. To open a picture, tap the desired picture entry on the Picture page.

Notes

In the DynaRent Mobile app, you can view or enter these types of notes:

  • Order notes:
    In D365 F&SCM, on a work order line, an order note can be entered to instruct the field engineer on the task to be done. This order note can give any relevant information on the task. Usually, you do not change the order notes in the
    DynaRent Mobile app. However, if you created the work order from the DynaRent Mobile app and assigned it to yourself, you can enter an order note.

  • Internal notes:
    You can enter any task-related note for internal purposes. For example, explain the maintenance activities that are done or mention defect parts that are repaired or replaced.

  • Invoice note:
    You can enter an invoice note to explain the task done. When in D365 F&SCM an invoice is created for the related work order line, the invoice note is added to the invoice.

    When you confirm the task notes, these are synchronized to the task notes of the related work order line in D365 F&SCM. To view the task notes in D365 F&SCM, on the Work order page, select a work order line, and click Additional notesLine notes.

    Note: If you work offline, the task notes are only updated in D365 F&SCM when you synchronize to D365 F&SCM.

Usually, to:

  • Start a task, you start the travel time ticker or job time ticker.

  • To end a task, you directly go to the Sign-off page.