Home > SI 2015 Documentation > User Guide > Mobile Install > Managing Service Orders (MI)

Managing Service Orders (MI)

Video

 

 

Details

 

When you log in to Mobile Install, the first page that displays is your Dashboard that displays your Tasks and Service Orders that have been exported from SI 2015.

 

They are categorized by Not Started, In Progress, Completed, and Overdue.

 

dashboard.png

 

Click on any of the buttons to see those categorized Service Orders, or click the Service Orders button on the left side of the page:

 

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This will open the Service Orders page and display the Service Orders based on your selection:

 

svo_main_page.png

 

The left side of the page has a Timeline section where you can choose to view Service Orders within a date range.

 

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Click on a Service Order to edit it.

 

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This will open the following page where you can can edit the Service Order

General Tab

 

The General tab has general information about the Service Order, some of which is editable via the pencil icon:

 

general_tab.png

 

Items Tab

 

The Items tab lists all of the individual Items that have been added to the Service Order:

 

items_tab.png

 

Repair Items Tab

 

The Repair Items tab will display any Repair Items that were added to the Service Order in SI 2015:

 

repair_items_tab.png

 

Site Items Tab

 

The Site Items tab allows you to add Products or Labor to the Service Order.

 

site_items_tab.png

Add Product

 

Click the [Add Product] button:

 

 

Fill in as much information as desired. Once the Service Order is synchronized back to SI 2015,  an item from your Catalog will need to replace this Site Item to be properly added to the Service Order. Click here for details:

 

add_product_fields.png

 

Add Labor

 

Click the [Add Product] button:

 

 

Fill in as much information as desired. Once the Service Order is synchronized back to SI 2015,  an item from your Catalog will need to replace this Site Item to be properly added to the Service Order. Click here for details:

 

labor_product_fields.png

 

Approve Tab

 

The Approve tab displays all of the Items that have been assigned to the Service Order, including Site Items.

 

approve_tab.png

 

You can have the client sign off on the Service Order with a touch screen device or via a mouse:

 

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Site Notes Tab

 

The Site Notes tab allows you to add any notes from the field. Type in the box then click the [Add] button:

 

site_notes.png

 

Installers Tab

 

The Installers tab displays the Resources for the Service Order as well as the Estimated Hours assigned. If Labor Items or Site Labor have been added to the Service Order, the Actual Hours will display their hours:

 

installers_tab.png

 

If you wish to change the Actual Hours manually, click the pencil icon next to each Installer:

 

edit_actual_hours.png

 

Images Tab

 

The Images tab allows you to add any images to the Service Order by dragging and dropping or by using the [Add] button:

 

images tab.png

 

Documents Tab

 

The Documents tab displays any reports and/or files that were exported from SI 2015:

 

documents_tab.png

 

Analysis Tab

 

The Analysis tab displays a summary of labor for the Service Order including the Labor Hours from the Items in the Service Order, the Estimated Resource Hours, and the Actual Resource Hours from the Installer tab.

 

analysis_tab.png

Update to SI 2015

 

All edits that you've made here in the Mobile Install interface for the Service Order can be synchronized to the Service Order within the Service Order Explorer interface in SI 2015:

 

 

Click the [Update From] button in the Mobile Install section of the ribbon:

 

update_from_mobile_install_button.png

 

You can now edit the Service Order within SI 2015. Click here for details.

Last modified
13:53, 16 Aug 2016

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