
The Service Records view on mobile, create, complete, and manage records directly from your device.
Creating Service Records

The group view on mobile showing members and the attendance check mark for starting a service record.
On the home page, select the group you wish to begin documentation for
Mark the member as present by tapping the check mark next to their name
Time tracking begins automatically
Adding Quick Notes
To add a Quick Note, tap the button next to the home button. From here you can:- Write your note or tap the microphone icon (bottom right) to record a voice note
- Use the Improve button to automatically correct any spelling or grammar mistakes
- Attach photos by choosing from your library or taking a new photo
Using Magic Pen
The Magic Pen AI assistant is available on mobile to help you efficiently complete service records:Go to the member profile and open the service record, then click the Magic Pen button
Magic Pen automatically pulls relevant information from Quick Notes
Review the suggested responses for each field
Edit any information that is not accurate
Completing Service Records
The completion process on mobile mirrors the web platform experience:Click on your name under Staff Notes
Make sure to fill in all required fields in the member profile
Review the information
Sign and approve the record
Best Practices
Double-check before signing
Double-check before signing
Complete records promptly
Complete records promptly

