Direct App Store link: ServiceValet. Install that on the tech’s iPhone or iPad first.
Send work order 00
- Install ServiceValet from the App Store on the iPhone or iPad.
- In the shop office, add the person under Workers (name + mobile). They reply Y to the registration text.
- Still on Workers, tap Text 00 enrollment for that person (or send to every registered phone).
- The SMS is a pickup link. The tech opens it and shares/opens the
.msworkorderin ServiceValet. - The app enrolls with this shop and does not add 00 to Jobs.
Same file, no text: System integration → Download 00 enrollment file, then AirDrop, Messages, Mail, or Files to that device. Still send the 00 file — do not type anything into Firm profile.
Office sign-in is separate (password, then Google Authenticator or an emailed code). The phone never uses that office login.
What enrollment does
| Office wrote the ticket | Tech wrote it on the iPhone | |
|---|---|---|
| Enrolled phone or iPad | Pull and return that job | Stays on the device |
| Office gets it | Yes, as a field return | Only if someone signed in imports the .msworkorder file (Archive → Import) |
Create tickets in the shop office, then assign. Jobs → + on the device is a local job until someone imports the file.
Prove it
- Assign a real work-order number to that worker and send the ticket (or they pull that number).
- On the device: Transfer → Pull from office, or the job’s pull-latest control.
- After field work, return that office-issued ticket. Phone-created jobs still use the share sheet.
If a phone is lost or a tech leaves
System Admin → System integration → Rotate host API credential, then Text 00 enrollment again to every remaining registered phone. Do not rotate as a routine step.
If it fails
| What you see | Fix |
|---|---|
| 00 appears as a dummy job | Update ServiceValet from the App Store, delete 00 from Jobs, send 00 again. |
| No SMS | They must reply Y first. Then Text 00 enrollment. |
| Cannot pull a real ticket | Send 00 again. Use the work-order number the office issued. |
| Cannot return this ticket | It was created on the phone. Share the file; only office-issued tickets return over the host. |
Office sign-in vs the phone
| Office hub | ServiceValet | |
|---|---|---|
| Who | Managers in the browser | Techs in the field |
| How | Email + password + Google Authenticator (or emailed code) | Open work order 00 that the office sent |
Related: Shop office · Distribution · Workflows · MarineServiceTech: Enroll a MarineServiceTech phone.