Using Service Mobile with SyteLine
- Dispatched appointments:
Service Mobile users can view information for all appointments assigned to them. Users can select a service order appointment and view header and line detail. They can view and add service order operations as well as material, labor and miscellaneous transactions that use SyteLine data. They can view a summary of planned work and obtain a signature.
If the appointment reference is an incident, users can add reason or resolution notes.
- Call center incidents:
Service Mobile users can view information for all incidents assigned to them, grouped by day. Users can select an incident, add tasks performed against the incident, and provide reason or resolution notes for the incident.
- Assigned service orders:
Service Mobile users can view information for all service orders assigned to them, grouped by day. Estimate service orders are included in the overall total service order count for the user. Users can add material, labor or miscellaneous transactions (using SyteLine data) to the service order, as well as add service order lines and operations. They can view a summary of planned work and obtain a signature from the customer.
- Credit cards:
If applicable, technicians can use the Credit Card Interface to receive credit card payment from the customer.