This guide covers how to complete a Preventative Maintenance (PM) Service Ticket in the field using Terial's mobile app, including selecting sections, adding work items with before/after photos, recording time and materials, collecting signatures, and submitting for office review.

Video Tutorial: Watch this short video to master completing a PM ticket in the field.

Note: Clicking Save or Save & Complete is equivalent but the latter adds a checkmark. Expand and collapse sections using the ^ (caret) next to each tab.

Step 1: On your home screen, select the ticket that's assigned to you. Click "Start

Work Order" on tablet or mobile device.

Step 2: Add a Property Overview photo, click "Section" to select the area you're working on, then fill out the roof grades and any other required information for that section.

Step 3: Add any section photos you have relating to the PM work.

Step 4: Begin your Work Item Summary by adding a work item, then select from the drop down the work item. Select Okay.

Step 5: Mark the Fix Status, add the quantity, and place pins on the section. Repeat steps to complete work on multiple sections, if required.

Note: The Needs Attention fix status should generally be used for work items that fall outside the scope of the Preventative Maintenance (PM) visit.

Step 6: Add the Before and After Work Item Photos. Click on the photo to add captions. Select "Save and Complete".

Note: Needs Attention work items only support before photos ("Work Item Photos").

Step 7: Fill out Time Cards and Materials used.

Time Cards: Add one time card per technician (you'll have at least 2 time cards per ticket).

Materials Used: Select materials from a pre-set list. Write Crew Notes if a material is missing. Select Save & Complete.

Step 8: Collect On-Site Contact Signature. Use the notes field to add any additional context. The signer can use their finger for signature. Select Save & Complete.

Step 9: Send Ticket for Review by Office Staff. Once completed, click on the logo to take you back to the home page.

Congrats! You've completed a Preventative Maintenance Work Order.

Note: Clicking Save or Save & Complete is equivalent but the latter adds a checkmark. Expand and collapse sections using the ^ (caret) next to each tab.

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