Workflow Resolution

Use the Resolution step to review completion readiness and finish the appointment.

Enter a Resolution Manually

1. Open Resolution.

2. Enter or edit the resolution note.

3. Select Save resolution when you want to save the note without completing the appointment.

4. Review Appointment Completion Summary for remaining blockers.

Generate an AI summary

This action appears only when the AI Summary is enabled in Mobile Settings in FORG, and it requires a connection.

1. Enter optional context in Additional details for AI.

2. Select Generate Summary.

3. Wait for the step loading mask to clear.

4. Review and edit the generated draft.

5. Select Apply. The app saves the appointment Resolution annotation immediately; a second Save resolution selection is not required for that applied draft.

Complete the Appointment

1. Review Appointment Completion Summary.

2. Use any step-navigation actions to resolve missing required steps or required tasks.

3. End or cancel all running Travel and Labor timers.

4. Confirm the resolution text is correct.

5. Select Complete appointment.

6. Choose the completion option presented by the app.

7. Wait for completion to finish. The app completes the appointment, records its end time, and then submits remaining Open labor, travel, and eligible workflow reimbursement entries.

Complete and Create a Follow-up Appointment

1. Select Complete appointment.

2. Choose Complete & Create New.

3. Review the default status Scheduled - Tentative.

4. Enter a start time at or after the current time.

5. Use Assign To Me to choose the signed-in technician. Turn it off to choose the configured unassigned technician.

6. Review the read-only Technician field.

7. Select an optional appointment substatus when needed.

8. Create the follow-up appointment. The app then completes the original appointment and returns to the appointment list.