Using the Mobile Work Order Scheduler

Available on: ArborNote mobile app for iOS and Android
Location: Scheduler in the bottom navigation

Schedule approved jobs, assign crews and equipment, review scheduled work, and export work order PDFs from your mobile device. The Mobile Work Order Scheduler complements the desktop scheduler and is separate from Emergency Work Order functionality.

Before You Begin

• Confirm the proposal you want to schedule is approved.
• Verify that you are in the correct ArborNote account.
• Select the appropriate yard in the scheduler.

1. Open and Navigate the Scheduler

1. Tap Scheduler in the bottom navigation.
2. Tap the Yard label and select the appropriate yard.
3. Choose a view:
   • Day: Review scheduled work by time slot for one day.
   • Week: Review scheduled work by time slot across the week.
   • Calendar: View scheduled work order cards.
   • Map: View work order location pins.
4. Use the date navigation arrows or calendar control to move to the required period.

2. Create and Schedule a Work Order

Select a Time Slot

In Day or Week view, tap the desired calendar slot to open New Work Order.

Enter the Work Order Information

Complete the following fields:

• Work Order Name
• Approved Proposal
• Yards
• Resources
• Start Date
• End Date
• Note — optional

Select an Approved Proposal

1. Tap Approved Proposal.
2. Use the search icon if needed.
3. Select the appropriate proposal from the list.

Assign Resources

1. Tap Resources.
2. Select the relevant crew, equipment, or other resources.
3. Tap Save to return to the work order.

Review and Save

1. Confirm the proposal, yard, resources, and start and end dates and times.
2. Tap Save on the New Work Order screen.

Assigned crews will see the newly scheduled work in ArborNote Works.

Android Shortcut for Approved Proposals

On Android, tap the document/note icon in the upper-right corner of Scheduler to open the Approved proposals list.

Search the list or browse the displayed project names, proposal numbers, approval statuses, dates, and amounts.

Note: This shortcut is not available on iOS.

3. Find and Manage Scheduled Work

Search for a Work Order

1. Tap the search icon in Scheduler.
2. Enter a project, work order, or address.
3. Tap OK.

Return to Today

Tap the calendar icon in Scheduler to return to the current day.

Open Work Order Details

Select a scheduled work order to review its:

• Schedule and duration
• Linked proposal
• Project information
• Events
• Completion percentage

Events refers to child work order events. The completion percentage can be updated manually.

Open the Work Order Actions

Tap the ellipsis (…) to access:

• View Proposal: Open the associated proposal.
• Export PDF: Generate a work order PDF.
• Edit: Update the work order.
• Delete: Access the deletion action for the selected record.
• Delete All: Delete child work order events.

Confirm the records or events you intend to delete. Contact Support if you need clarification about permissions or deletion behavior.

4. Export and Share a Work Order PDF

Choose PDF Options

1. Open the work order.
2. Tap the ellipsis (…) and select Export PDF.
3. Set the following options as needed:
   • Grouped
   • Address
   • Location
   • Man Hours
   • Photos
4. Tap OK.

Review the PDF

Review the generated PDF before sharing or saving it.

Access the PDF on iOS

You must be logged in to ArborNote in Safari, Chrome, or another mobile browser to access the exported PDF.

If the PDF does not open, sign in to ArborNote in your mobile browser and try again.

Access the PDF on Android

On Android, tapping Share automatically displays the PDF. Use the available device options to share or save it.

Share or Save on iOS

1. Tap the share icon.
2. Choose an available destination, such as:
   • Messages
   • Mail
   • Save to Files
   • Another supported app or location

Note: Some sharing options send a link instead of a PDF attachment. The link opens a page where the PDF is available as a file.

5. Troubleshooting and Common Questions

I cannot find the approved proposal.

Confirm that the proposal is approved, search the Approved Proposal list, and verify the account and selected yard. Contact Support if the proposal still does not appear.

I cannot see the work order on the calendar.

Check the selected yard, date range, and view. Search by work order name, project, or address, and refresh if necessary.

Can I edit or delete an existing work order?

Yes. Open the work order and tap the ellipsis (…) to access Edit, Delete, or Delete All. Delete All applies to child work order events. Contact Support if an action is unavailable or you need clarification about what will be deleted.

Why is a photo, address, or man hours missing from the PDF?

Review the Photos, Address, and Man Hours settings in PDF Options, then generate the PDF again.

Why can’t I access an exported PDF on iOS?

Confirm that you are logged in to ArborNote in Safari, Chrome, or another mobile browser, then try opening the PDF again.

Will a new work order appear in ArborNote Works?

Yes. Assigned crews will see newly scheduled work in ArborNote Works.

Does the scheduler work on Android?

Yes. It is available on both iOS and Android. Android also includes the Approved proposals shortcut described above.