To record an appointment, open the OfficeOn app on your smartphone.

You can see all planned and overdue appointments in the appointment list.

If the appointments are not displayed, a manual update will help. Simply swipe your finger downwards in the app until a loading symbol appears.

Go here to find out everything you need to know about the smartphone app and its many functions.

Once you have selected the right appointment, you can log all the work and information for the appointment under the "Documentation" tab. You can record the time worked, measurements as well as adding photos and services to the appointment. You can also write a work report.

Click here to learn how to record your working hours in the smartphone app.

You can store as many photos as you like within an appointment. These will be displayed in the work report in the browser version. You can either load existing photos into the appointment or take new photos. To do so, select the camera icon.

If you want to add photos to the appointment that are already on your smartphone, just select the photo icon at the bottom right. You can then choose which pictures you want to load into the appointment.

If you want to take a picture directly from the app, press the shutter button with the camera icon. You can then add a description to the picture.

You can also annotate the picture. Just select the pencil icon, choose between multiple colours, and draw on the picture with your finger. Tap the small check mark to complete the editing process. If you want to discard your edits, select "x". To delete the image, tap the rubbish bin symbol.

Images and documents that shouldn't appear in the work report, but that should still be transferred to the browser version can be uploaded via the "Project" tab on the app. These will then appear and be stored in the corresponding project in the web version.

Click here to learn how to record measurements in the smartphone app.

You can add services or edit existing ones. Add new services using the "+". You can select "Working time", "Material" and "Other" services via the corresponding tabs. Enter the quantity, unit and description of the services.

Click "+ Add" to save the service in the appointment. The app remembers all services that have been entered, so you can select them again in subsequent appointments. You also have access to all catalogue items from the web version.

You can cancel the entry at any time using "x". The services can be edited or deleted at any time until the appointment has been completed.

You can create work reports under the services. Either type a report directly into the OfficeOn app or record it using the microphone symbol on your smartphone's keyboard.

Select "x" to cancel the entry. Select "Save" to save your entries. The report can also be edited at any time until the appointment is finalised.
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After the appointment has been recorded, the report can be edited in the web version.

Important: If a signature has been added to the appointment, it will be automatically removed when the report is modified.

In the "Report" area, the employees can only record data one at a time, multiple employees cannot work in parallel.

Once the appointment has been fully recorded, it can be finalised. To do so, tap "Complete".

You will now be asked to go through the information again with your client on site. Once the customer has agreed, you can confirm the services by tapping on the grey boxes or by selecting "Tick all" at the end of the list.

As soon as all services have been confirmed, click on "Tap to sign". The client on site (or you, depending on your processes) can now sign the work report on your smartphone, and you can complete the appointment by clicking "Complete appointment". If no signature is required, you can also finalise the appointment without a signature.

Important: Complete the appointment immediately after receiving the signature. Otherwise, information may be lost.

OfficeOn then generates a job sheet, which will be made available via the web version. You can find the appointment on the app under the "Recorded" tab. Once the appointment and work report have been completed, they can no longer be edited via the app or web version.

You can also complete a planned appointment via the web version. Simply click on the "Mark as recorded" field at the top right of the open appointment or on the three grey dots in the appointment list, in the project or in the customer profile. The signature is not required for this.

If you notice any errors after you have closed a date, you can also edit it. To do so, in the list view of all events, click on the three dots next to the corresponding event or in the open event on "Actions" and then select "Edit". You can now adjust the following elements:

After editing, the original as well as the edited job sheet will be saved in the right pane of the open event. If you edit the appointment more than once, only the most recent version will be saved.

If the original appointment was signed, the signature disappears after editing.

Both versions can be downloaded, printed and emailed as usual. If you choose the latter option, you will have the possibility to attach only the edited job sheet as well as both versions.