Mobile: Service Manager

Overview

Service Manager tickets can be managed from the mobile app, however, they must first be created in the desktop app.

When the applicable tile menu button is clicked, tickets that have an active status and is assigned to the user, who is accessing the mobile app, are displayed. 

Navigation: BOS Mobile App > Login > Name of the Service Manager Class (tile button)

List View

• Displays a list of active Tickets with the following information:

  • A status circle which is colour-coded to match the status colour. Displays the first letter of the status.

  • The ticket number.

  • The name of the customer.

  • The ticket's reference.

  • The due date (i.e. date on which production should be complete).

Context Menu

ℹ️ The context menu appears when a ticket is tapped or left-clicked. 

• • Start Travel: Starts a travel timekeeping record.

  • Start Work: Starts a work timekeeping record.

  • Navigate: Opens the default map and enters the user's current location as the start and the customer's delivery address as the destination.

  • View Detail: Displays these details:

    • Ticket's Reference field

    • Ticket number

    • Name of Customer

    • Ticket Date

    • Due Date

    • Tabs:

      • Travel: The customer's delivery address.

      • Detail: The information that is on the ticket's detail tab (which is usually generated by a stored procedure).

      • Notes: The notes (responses) added to the ticket.

  • Add Image: Allows an image to be captured or uploaded.

  • Add Note: Allows a note to be entered. These notes are the responses that would normally be added to a service ticket and includes fields to change the status and to assign the ticket to a different user.

Related Topics

• Reference: Mobile App Approvals

• Reference: Mobile App Deliveries

• Reference: Mobile App Inventory

• Reference: Mobile App Production (Work Orders)

• Reference: Mobile App Production Planning

• Reference: Mobile App Settings, Login, Troubleshooting

• Reference: Mobile App Timekeeping

• Tutorials: Mobile App Login & Password

• Tutorials: Mobile App Approvals

• Tutorials: Mobile App Deliveries

• Tutorials: Mobile App Inventory

• Tutorials: Mobile App Production

• Tutorials: Mobile App Production Planning

• Tutorials: Mobile App Service Manager

• Tutorials: Mobile App Timekeeping