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New Photo Direct with Work Order List Version # 3.0.0 Release date: 12.15.15 Table of Contents Page 1. Logging In / Crew Management feature in Vendor Web Page 2. Work Order List Page 3. Order Details Page 4. Manual Entry of a Work Order Page 5. Camera and Gallery Page 6. Sending Photos to Vendor Web To download the application go to m.safeguardproperties.com on your mobile device and select the Photo Direct app icon to install the application.

PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

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Page 1: PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

New  Photo  Direct  with  Work  Order  ListVersion  #  3.0.0Release  date:  12.15.15  

Table  of  Contents

Page  1.    Logging  In  /  Crew  Management  feature  in  Vendor  WebPage  2.    Work  Order  List  Page  3.    Order  DetailsPage  4.    Manual  Entry  of  a  Work  OrderPage  5.    Camera  and  GalleryPage  6.    Sending  Photos  to  Vendor  Web

To download the application go to m.safeguardproperties.com on your mobile device and select the Photo Direct app icon to install the application.

Page 2: PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

Feature  ChangeVersion  #Release  date  

Crew  Management  is  an  important  feature  to  use  with  Photo  Direct    It  allows  you  to  assign  work  orders  to  your  crews  which  makes  the  mobile  applicaMon  easier  to  manage!    Crew  Management  allows  you  to:

1.    Assign  your  field  crews  a  unique  username  /  password  and  in  addiMon  work  orders.

2.    When  your  crews  log  in  using  the  username  /  password  you  have  assigned  they  will  ONLY  see  the  work  orders  that  you  have  assigned  to  them.

For  more  informaMon  on  Crew  Management  visit  spivendor.com

Please  note,  Ensure  you  have  a    good  data  connec1on,  log  into  the  applica1on  prior  to  leaving  for  the  day  and  download  all  work  orders.    

To  log  in,  simply  input  your  username  and  password.    You  can  use  Crew  Management  to  assign  your  crew  members  a  unique  username  and  password  as  well  as  work  orders.    When  your  crew  members  log  into  the  applicaMon  using  their  username  and  password  they  will  only  see  the  work  orders  that  you  have  assigned  to  them.

Logging  In  /  Crew  Management  feature  in  Vendor  Web

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Page 3: PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

Feature  ChangeWork  Order  List

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Log  out10

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Total  number  of  work  orders  in  your  list

The  work  order  number  and  due  date  of  the  order

Tap  this  to  manually  enter  a  work  order.    Refer  to  page  4  for  addi1onal  informa1on.

Front  of  House  photo

Orders:  Access  to  "New"  and  "Sent"  Orders

Work  Order  List

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This  icon  represents  a  New  status;  which  means  a  new  order  on  your  device  that  you  have  not  accessed  and  /  or  provided  any  photos  or  addiMonal  informaMon  for.    

Once  you  access  the  order  and  take  photos,  the  status  is  changed  to  Started  which  indicates  you  have  done  something  with  that  work  order.    This  is  represented  by  the  up/down  arrow  icon.

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Sent:  Takes  you  to  the  transmit  porMon

Search  and  Sort  opMons  for  the  Order  list.    You  can  sort  by  work  order  number,  due  date  or  address.

Log  out  of  the  applicaMon

Started

New order (not started)

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SeKngs:  Takes  you  to  NoMficaMons  and  LocaMon  Check  in  

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Feature  ChangeOrder  Details

Once  you  select  an  order  you  are  taken  to  the  Order  Details  porMon.    This  is  simply  a  more  detailed  view  on  the  property  and  the  work  that  needs  to  be  completed.    You  will  have  access  to  the  following:

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Camera

Work  order  instrucMons

Gallery  moves  you  to  the  gallery

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Info  for  the  work  order:

Order  NumberDue  date  Status  (new  or  started)ClientOrder  type

Map  opMon  maps  the  property

44559   SOMESTREET, , F L ,   330

Page 5: PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

Feature  Change

Manual  Entry  allows  you  to  input  your  own  work  order  number  and  associated  Vendor  code  to  take  photos  at  a  property  and  submit  the  photos  to  Vendor  Web.    

Select  the  "+"  sign  in  the  bo^om  right  corner  on  the  Order  List

Input  Vendor  code  and  work  order

Select  "Done"  -­‐  Manual  entry  is  placed  in  your  work  order  list.

There's  an  Edit  and  Delete  opMon  on  the  manually  created  record.    Edit  allows  you  to  change  the  work  order  number  or  Vendor  code.    Delete  removes  the  work  order  from  the  list.

Manual  Entry  of  a  Work  Order

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Please  note,  there  are  no  order  details  associated  with  a  manual  entry.    Once  you  select  this  work  order  to  begin  you  will  be  taken  directly  to  the  camera.

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Page 6: PD Userguide Android 12.15 - Safeguard Properties - Photo Direct... · Feature$Change WorkOrder$List-2-3 1 6 5 4 2 Logout 10 7 8 9 Total(number(of(work(orders(in(your(list The(work(order(number(and(due(date(of(the(order

Feature  ChangeCamera  &  Gallery

Thumbnail  view  of  last  photo  taken.    If  you  tap  the  image  it  will  move  you  to  the  Photo  Gallery

You  can  select  anywhere  in  this  porMon  to  take  a  photo

The  Gallery  allows  you  to  enlarge  the  photos  for  easier  viewing  and  delete  photos  that  you  want  to  remove.    

To  enlarge  the  photos  select  the  "Zoom  In";  to  go  back  to  the  grid  view  select  “Zoom  Out”.

To  delete  a  photo,  select  the  photo  you  want  to  delete  and  then  select  “Delete”.    You  can  delete  ALL  of  the  photos  in  the  gallery  by  selecMng  “Delete”.  

Please  note,  if  you  delete  photos  from  the  applica1on  prior  to  sending  them  to  Safeguard  they  will  be  permanently  deleted.    Once  photos  are  transmi@ed  to  Vendor  Web,  they  will  be  archived  on  your  device.

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Transmit

To  send  the  work  order  to  the  transmit  porMon  select  the  "Send"  from  the  gallery

The  Log  porMon  shows  you  a  history  of  what  you’ve  sent

Seengs  takes  you  to  the  LocaMon  Check-­‐in  and  the  NoMficaMon  features

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To  send  the  work  order  to  Vendor  Web  select  the  "Send"  icon  in  the  top  right  corner

         New  status  means  that  you  can  select  “upload”  to                  send  the  photos  through  to  Vendor  Web.

         Queued  status  means  the  photos  are  being  sent  to            Vendor  Web.

         Invalid  status  will  only  occur  on  a  manually  entered              work  order  and  means  that  an  incorrect  work  order            number  or  vendor  code  has  been  supplied  and  you            need  to  reenter  the  informaMon.

         Failed  status  means  that  all  or  some  photos  have  failed            in  sending  to  Vendor  Web  due  to  an  interrupMon  or            break  in  the  data  connecMon.

         Success  status  means  all  photos  have  been  sent  to            Vendor  Web  successfully.

There  are  5  statuses  on  the  work  order:

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