Blog Archives

Start with jOrdrs

Intelligent mobility

With jOrdrs for the iPad, order management and documentation is a breeze for your service technicians. No additional management software for your Office PC is necessary.

The functions in overview:

  • Smart order management using a calendar of your iPad
  • All orders for the current day at a glance
  • Quick overview of all clients and driving distances on the map
  • Switch to navigation with preselected address right out of jOrdrs
  • Automated work time tracking
  • Client can confirm the executed work with his signature right in the app
  • Send order report to client and office with just two taps
  • Completed orders are stored within the app for the duration of 7, 30 or 90 days
  • Easy and smart material management
  • Material lists can be imported into and exported from jOrdrs
  • Integrated Barcode/QR Code scanner: codes can be linked to materials, making it easier to select them during an order

Recommendations

If you want to distribute orders to more than one employee, we recommend seperate calendars for each of them.
If the material management is used, please note that the material quantities are always linked to one specific vehicle. Because of that we recommend that the iPads should stay with the vehicle rather than with the employee.

jOrdrs step by step

For video tutorials (at the moment only in German) click here.

1. Creating Appointments for jOrdrs.

How to create an order on a desktop or iPad calendar for use in jOrdrs.

Use the customer's name as the topic for a new date. Add the title Mrs or Mr because jOrdrs will use the title for the salutation in the email, if you choose to send the order report to the customer. Enter the client‘s address in the "location" field. jOrdrs will use it for navigation. In the "note" field you can provide additional information for the order – like phone number, Email address, order number, order date, descriptions etc. In jOrdrs this information will show up in the field "Additional information and notes" for that particular order. If you use a cloud storage service such as Dropbox or Spideroak, you can also provide hyperlinks to working materials (e.g. PDFs) in the "note" field. To sync these appointments with your iPad, use a calendar that can be shared with the calendar App on the iPad.
<
>
In the "note" field you can provide additional information for the order – like phone number, Email address, order number, order date, descriptions etc. In jOrdrs this information will show up in the field "Additional information and notes" for that particular order.

back to top

2. Process orders in jOrdrs.

Easy. Fast. Clear.

First select the calendar with your orders. This only needs to be done once. To get information about route and driving distance to your clients, tap the Map-Button. For every order, complete details can be viewed right within the overview. The map view shows all clients adresses. You can see distance information from each of these by simply tapping on a pin. Right from the map view you can open the address in the iPad Maps App and start navigation. When starting an order, work time tracking can be done automatically or manually. If you choose automatic time tracking, breaks are taken into account. You can track driving distance, work notes and checklists quickly and easily. In addition, up to 5 photos can be attached directly to the order. Necessary materials with quantities are also added directly in the order. Additionally the materials screen provides you with the current inventory of all materials on the vehicle.
<
>
Necessary materials with quantities are also added directly in the order. Additionally the materials screen provides you with the current inventory of all materials on the vehicle.

back to top

3. Documentation in jOrdrs.

All relevant information and photos – combined into one PDF and sent to client and office in seconds.

After the execution of an order, both the technician and the client have a clear and complete overview of the work that has been done. Client and technician can confirm the accomplished work with their signature right in the App. jOrdrs generates an order report in PDF format that includes work time, driving distance, used materials, notes, photos as well as the signatures. Sent the order report to your client and office with only two taps. After completion jOrdrs switches to the overview with the next order preselected. Completed orders are saved in jOrdrs for either 7, 30 or 90 days.
<
>
jOrdrs generates an order report in PDF format that includes work time, driving distance, used materials, notes, photos as well as the signatures.

back to top

4. Material management in jOrdrs.

How to create entries for new materials, update them and use them on the job.

jOrdrs incorporates a smart and easy material management for your service vehicle. In the material list you get an overview of all your materials, you can add new entries and edit or delete existing ones. When adding a new material, you can enter the name, quantity, unit price and a description (like purpose, manufacturer or products it is suitable for). Quantities can be edited at any time later on. If there’s a QR/Bar Code on the package or part, you can scan it … … to link the code to that particular part. That makes it easier to find the right part during an appointment. When you select materials during an appointment, quanities are updated immediately and jOrdrs warns if they are getting low. The search field takes name and description of the materials into account. Yet another great way to find the necessary parts easily and fast.
<
>
When adding a new material, you can enter the name, quantity, unit price and a description (like purpose, manufacturer or products it is suitable for). Quantities can be edited at any time later on.

back to top

Import or export material lists

In jOrdrs you can manage your materials quickly and easily. If you have several iPads running jOrdrs we also offer the possibility to export and import material lists. Using this feature you can bring a material list from one iPad to another, or create a list on your PC and distribute it to all your iPads.

1. How to bring a material list from one iPad to another
  • Tap the “Material list“ Button in the jOrdrs overview screen
  • Tap the “Export“ Button
  • Continue with -> 3. Import a material list into jOrdrs
2. Create a material list on your PC
  • Create an new document in a spreadsheet application such as MS Excel, Apple Numbers, Google Tables
  • Create a table with 5 columns:
    • Column 1: ID Number – by this number jOrdrs identifies each material
    • Column 2: Name
    • Column 3: Quantity
    • Column 4: Unit price incl. VAT (enter without currency symbol)
    • Column 5: Short description, e. g. manufacturer, products it can be used for
  • Enter your materials into this list
  • Save it for changes later on
  • Save it as a CSV (with comma-separated values)
3. Import a material list into jOrdrs
  • Send the file created in -> 1. or 2. on the target iPad via Email, Clouddrive etc.
  • in Email tap and hold the CSV file icon until a dialog box appears
  • in Clouddrive Apps (e.g. Dropbox, Spideroak) tap the “Export” button
  • Choose jOrdrs from the options
4. Add materials to all your iPads later on
  • Simply add new materials to your existing spreadsheet file and repeat the steps in 3.
  • Do not combine an existing ID number with a new material unless you want to replace it in jOrdrs.
  • When opening the CSV file in jOrdrs you will be asked if you want to replace quantities in jOrdrs. If you choose to keep the existing quantities, jOrdrs will only import quantities for new materials.

back to top