Prepare and assign field work
Choose the field workflow, complete the job information, then push the assignment securely to an approved device.
1. Choose field workflow
Prepare an Energy Audit assignment.
2. Import and pre-fill invoice
Only the detected invoice page or pages are shown. Pre-Fill adds measure descriptions and quantities only. The original docket stays on this computer and is not sent to the device.
Reviewed checklist
Review each measure description and quantity before pushing.
Review required: Do not blindly accept automatic extraction. Independently compare every measure and quantity against the original invoice. Correct misspelled, incomplete, or merged descriptions and any inaccurate quantities before pushing the inspection.
3. Review customer and job
4. Choose who receives it
The selected approved person becomes the assigned auditor or inspector. You do not enter that name twice.
Send to Auditor
Push the protected job directly to the auditor's private WX Mobile Forms inbox. It will wait securely for up to seven days if the device is offline.
Manual fallback: download the file only when you need to send it as an attachment.
Push delivery
Received Completed Audits
Completed audit and work-order PDFs sent back from auditors appear here. They remain on this computer until you delete them.
No completed audits received.