Mobile App: Create a Service Attempt

Mobile App: Create a Service Attempt

1. Press the New Attempt button. Double-check you have the right job selected — verify by job number, recipient name, or client before proceeding, using the search bar or map view if needed.
2. Confirm the date and time of service, adjusting if needed (defaults to your current date and time).
3. Add an Attempt Description — type a new one or select from your saved descriptions.
4. Set the Attempt Location:
   • Update with current GPS — refreshes the GPS to your current position when finishing the attempt.
   • Update GPS and save for later — captures your GPS now and saves the attempt as a draft, useful if you want to finish the details later or have safety concerns at the location.
5. Confirm the service address, or enter a new one if it differs from the job’s original address.
6. Capture a photo in-app, or choose one from your device’s photo gallery.
7. Select a Service Type from the Successful or Unsuccessful list — this is required before you can save.
8. Use Email & Share to confirm which contacts get notified and which collaborators can view the attempt.
9. Press the checkmark in the top right to save. ServeManager won’t let you save until all required fields are complete.

Canceling: Pressing Cancel in the top right gives you the option to save as a draft, discard the attempt, or keep editing.