Help · Mobile create

The mobile create button

On a phone, a round + button at the bottom of the main lists starts new work in one or two taps. What it offers depends on what you can create.

The + button floats at the bottom right of the screen on a phone. It does not show on a tablet or a computer; there, use the create buttons on each page. The rest of the phone menu: see The mobile tab bar.

#1. Where it shows

The + button shows on these lists: Tickets, Equipment, Mobilizations, Maintenance, Parts and Tasks.

#2. What it offers

The button shows one of three menus. Each entry shows only if you can create that kind of record.

Table 1. The three menus.

You	The + button	Entries
Can create tickets only, and cannot check in	Opens a new ticket at once. No menu.	Create ticket
A Requester	A menu in two steps. Create request opens a second list of request types.	Create ticket, Create request (then Equipment request, Mobilization request, Maintenance request, Parts request), Check in, Call off
Anyone else	One menu.	Create ticket, Create equipment request, Create mobilization request, Create maintenance request, Create parts request, Check in, Call off

To close the menu, tap outside it.

What each entry opens.

Create ticket opens the new-ticket form.
An equipment, mobilization or maintenance request entry opens a box where you describe the request in your own words, and Gearflow drafts it. Tap Enter manually to fill in the form instead.
Create parts request opens the parts form over the page you are on. If that page cannot hold it, the button opens Parts with the form open.
Check in and Call off open the check-in or call-off form for a unit.

#3. Who sees which entry

Create parts request shows only on an account that uses parts requests on the platform.
Check in and Call off show to Requesters, Fulfillers and Admins. A Ticketer does not see them, except a Ticketer with the job title Check-In Foreman. That person's menu is Create ticket, Check in and Call off.
On a dealer account that sells to customers, the menu is Send quote (only for a person who can source), Create parts request and Create ticket. When only one entry is left, the + button opens it at once.