Mobile App - Service Manager

Overview#

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

• You can manage all the service tickets that you have access to from the Service Manager option on the mobile app.
• You open it from the SM tile on the home screen, which is only available if Service Manager - Access Allowed is on for you.
• The View all Customers setting controls whether you see every customer's tickets or only your own.

Service Manager consists of the list of tickets, a ticket detail screen with four tabs, and a response form where you record work notes (and, for printing-type responses, parts and finishing).

List of Tickets#

• SM No. (ticket number) | Name of Customer (or Supplier) - the company's contact person.
• The colour-coded status of the ticket (on the right).
• The Reference field filled in on the ticket.
• The remind date, which appears in red if it is in the past or is not set.
• The due date, which appears in red if it is in the past or is not set.

Use the search box at the top of the list to filter the tickets by ticket number or reference.

Buttons Explained#

Ticket Detail#

• The screen is divided into four tabs – Information, Responses, Transactions and Tickets.
• Each of the last three shows the number of entries it holds, for example, "Responses (3)".
• The back button returns you to the list of tickets.

If you open a ticket you just created, the Responses tab and the response form open automatically so you can add the first response.

Information Tab#

• Displays the SM No., the colour-coded status of the ticket and a pencil (edit) icon.
• Displays the following ticket information:
  • Customer (not shown for internal-type tickets)
  • Contact
  • Category
  • Reference
  • Rep
  • Assign to
  • Date
  • Remind Date (red if it is in the past)
  • Due Date (red if it is in the past)
  • Last (Hrs)
  • Open (Hrs)
• Tapping the pencil icon opens the ticket form, which lets you edit the following fields (see Ticket Form):
  • Category
  • Customer
  • Contact
  • Reference
  • Rep
  • Due Date
  • Remind Date

Responses Tab#

• This tab lists all the responses added to the ticket. Each response shows "<Description> by <user> on <date>" and the note.
• Use the search box to filter the responses by note, description, user or date.
• Tap the + (Add Response) button to add a response (see Response Form).
• To edit a response, tap the pencil icon next to it. The pencil icon only appears on your own responses, unless Edit Responses created by other Users is on for you.
• Long notes are shortened to three lines. Tap Show more to view the whole note and Show less to shorten it again.

Transactions Tab#

• Lists all the transactions linked to the ticket, showing the Transaction No., Reference and Date of each.
• For Quotations and Work Orders, a View Pdf button opens the transaction's PDF in a new tab.
• This tab is for information purposes only and has no editable fields.

Tickets Tab#

• Lists any other tickets linked to the ticket flow (any other tickets created for transactions linked to this ticket).
• Each ticket shows its SM No., Reference and Due Date.
• Tap View Ticket to open that ticket's detail screen.
• This tab is for information purposes only.

Ticket Form#

Buttons Explained#

Fields Explained#

Response Form#

Select Response Popup#

• When you add a response, the Select Response popup opens first. It lists the response types, with a search box to filter them.
• Tapping a response type creates a draft response of that type and opens the response form.
• Tapping Cancel closes the popup without creating anything.

Response Fields#

Buttons Explained

Fields Explained

Parts and Finishing#