Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Using Mobile Apps to Manage Requests in the Field

  • Updated:

There are two ways to manage requests in the field. You can access requests through the SeeClickFix 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 customer relationship management (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.

 

Article Navigation

 

Not finding what you are looking for? View additional resources

 

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.

 

Go to Article Navigation

 

Filtering Requests

The Mobile App also includes the same organizational filters as the browser.

  1. Select the Requests tab from the footer menu.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
    My Assignments button.
  4. OR create and save custom filters by status, assignee, category, and more.
    filter by options and filter button.
    • 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

 

Go to Article Navigation

 

Updating Due Dates

You can use the app to update due dates on requests.

  1. Select the Requests tab
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request and go to the Request Detail. Tap the arrow in the section titled Due Date.
    request details due date.
  5. Use the calendar to select a new due date.
    scrolling calendar to select due date.

 

Go to Article Navigation

 

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:

  1. Select the Requests tab.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request.
  5. Scroll down to the comments section and click Add a comment.
    add a comment text box.
  6. Above the comment box, you will see Public Comment and a drop-down arrow.
    public comment with dropdown arrow.
  7. Choose to leave a Public Comment or an Internal Comment.
    public or internal comment option.
  8. Internal Comments will have a yellow tint to the comment box.
    internal comment section.

 

Note: Comments can include images.

 

Comments on Android

To leave a comment on a request in Android:

  1. Select the Requests tab.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request.
  5. Scroll down to the comments section and select Add a Comment.
  6. Above the comment box, you will see both Public Comment and Internal Comment tabs.
    public and internal comment options.
  7. You can toggle between these options as needed.
    • Public Comment:
      public comment option.
    • Internal Comment:
      internal comment option.
Note: Comments can include images.

 

Go to Article Navigation

 

Change Request Status

Change Status on iOS

To change the status of a request in iOS:

  1. Select the Requests tab.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request.
  5. Scroll down to the comments section and select the Hamburger icon.
    311 CRM Mobile Apps iOS Change Status Hamburger Icon.png
  6. Select the desired status.
    311 CRM Mobile Apps iOS Status Options.png

 

Change Status on Android

To change the status of a request in Android:

  1. Select the Requests tab.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request.
  5. Scroll down to the comments section and select Change Status.
    311 CRM Mobile Apps Android Change Status.png
  6. Select the desired status.
    311 CRM Mobile Apps Android Status Options.png
    • Acknowledged
    • Closed

 

Go to Article Navigation

 

Assigning and Reassigning Request

You can also use the mobile app in the field to assign and reassign requests as needed. To do so:

  1. Select the Requests tab.
  2. From the Requests tab, Filters are located in the upper right-hand corner.
  3. Use the My Assignments button to find all requests assigned to you.
  4. Select the request.
    select the request.
  5. Scroll until you see the current assignee information, then tap the arrow next to this information to assign and/or reassign the request.
    assignee dropdown field.
  6. You can scroll through or search organizational members to find the correct person.
    Search for an assignee.
  7. Select or reassign the request.
    select the new assignee
  8. Confirm Assign Requests.
    reassign request confirmation box
    • Assign Publicly
    • Assign Internally
    • Cancel

 

Go to Article Navigation

 

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 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 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.

 

Go to Article Navigation

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.