ISM Mobile

ISM Mobile for Infor Service Management enables technicians to complete the assigned tasks. ISM Mobile includes offline-use options that support selected actions when the device is offline.

These features can be used online:

  • Work Queue: View open appointments.
  • Calendar: View appointments by day, week, or month, or view as a list.
  • Requisitions: View purchase order requisitions.
  • Labor Review: View labor entries that have been posted in the back office.
  • Customer Lookup: Search for a customer by name or number.
  • New Service Order: Add a new service order while in the field.
  • Incidents: Add an incident while in the field.
  • Pending Submissions: View submissions that failed due to a network connection issue or data conflict.
  • About ISM: Set up user and connection configuration information.

These features can also be used offline:

  • Work Queue: View appointments that are assigned to you.
  • Appointments: View details of appointments that are assigned to you.
  • Clock On/Clock Off: Clock on and clock off to capture hours dedicated to a single appointment.
  • Enter Notes: Specify information in designated sections that capture user notes.
  • Review Notes: Review notes that you have specified.
  • Enter Material: Specify a material transaction without the requirement of a lookup, if you know the exact item name.
  • Enter Labor: Specify the labor transactions.
  • Enter Miscellaneous Expense: Specify miscellaneous expenses.
  • Enter Reason/Resolution: Specify and review reasons and resolutions.
  • Perform Inspection Tasks: Specify results of the inspection tasks.

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