There are two ways to manage requests in the field. You can access requests through the SeeClickFix 311 CRM mobile app, or you can access requests through the browser on your phone. We recommend using the native app for managing requests. If you are managing work orders, a mobile CRM system is required.
The native mobile app for iOS and Android has the following functions:
Status updates
External comments
Internal comments
Adding photos
Request assignment and reassignment
Change due dates
Updated and new filtering and sorting
To access the settings on the mobile app, you must be logged in as an organizational member and make sure you have installed the latest version of the app.
Logging In
To log in as a government user, click Sign In and enter your organization's email address and password.
Note:
If you are a member of more than one organization, you can choose which organization you're working in from a list of organizations you're a member of.
Filtering Requests
The Mobile App also includes the same organizational filters as the browser.
Select the Requests tab from the footer menu
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Or create and save custom filters by status, assignee, category, and more.
Status: The current status of the request
Assignee: The person assigned the request
Category: Requests within a specific category
Due Date: Requests assigned a specific due date
Created Date: Requests submitted on a specific date
Closed Date: Requests closed on a specific date
Geographies: Requests submitted within specific geographies/areas
Sort: Group requests together, such as:
Newest to Oldest
Oldest to Newest
Nearest
Votes
Recently Updated
Updating Due Dates
You can use the app to update due dates on requests.
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request and go to the Request Detail; tap the arrow in the section titled Due Date:
Use the calendar to select a new due date
Leaving Internal or Public Comments
If you're in the field and you discover new information about a request that needs updating internally or publicly, you can easily do so with an internal or public comment.
Comments on iOS
To leave a comment on a request:
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request
Scroll down to the comments section and click Add a comment:
Just prior to the comment box, you will see Public Comment and a drop-down arrow:
Choose to leave a Public Comment or an Internal Comment:
Internal Comments will have a yellow tint to the comment box:
Note:
Comments can include images.
Comments on Android
To leave a comment on a request in Android:
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request
Scroll down to the comments section and select Add a Comment
Above the comment box, you will see both Public Comment and Internal Comment tabs
You can toggle between these options as needed.
Public Comment:
Internal Comment:
Note:
Comments can include images.
Change Request Status
Change Status on iOS
To change the status of a request in iOS:
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request
Scroll down to the comments section and select the Hamburger icon:
Select the desired status:-
Change Status on Android
To change the status of a request in Android:
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request
Scroll down to the comments section and select Change Status:
Select the desired status:
Acknowledged
Closed
Assigning and Reassigning Request
You can also use the mobile app in the field to assign and reassign requests as needed. To do so:
Select the Requests tab
From the Requests tab, Filters are located in the upper right-hand corner
Use the My Assignments button to find all requests assigned to you
Select the request:
Scroll until you see the current assignee information, then tap the arrow next to this information to assign and/or reassign the request:
You can scroll through or search organizational members to find the correct person:
Select or reassign the request:
Confirm Assign Requests
Assign Publicly
Assign Internally
Cancel
Access the Mobile Web View
If you are signed into the app with your organizational email, you'll see a wrench icon in the top toolbar as part of your menu options on a request. By tapping this, you'll be able to access the SeeClickFix 311 CRM internal system in your default browser.
The internal system is also always accessible from your mobile web browser at crm.seeclickfix.com. The web-based version is fully mobile responsive, so you can manage requests in the field just as you would from your office.
There are key management tasks that you can easily complete without ever leaving the SeeClickFix 311 CRM app or your organization's marketplace app.
Note:
To access these items in the app, you will need to have the most recent app version and be logged in as an organizational member.