About Online Mobile Service

Process Flow

Upon opening the mobile service, the Home Page - Service form is displayed. Use this form as the starting point to perform work. Typically, a technician then opens the Work Queue - Service form and proceeds to work through the appointments listed. After selecting an appointment, the technician can perform these functions:

• Change the appointment status to update the back office scheduling board
• Clock on to begin tracking the time of an appointment
• Record labor, material, and miscellaneous expenses used on a service order
• Clock off to record the time spent at an appointment
• View customer and unit service history
• Provide a summary of the work performed, which can be viewed online by the customer
• Collect a signature from the customer
• Update the appointment status to Complete
• Create a new incident to log issues encountered while on-site
• Create a new appointment to schedule follow-up visits
• Create new purchase orders and purchase order lines