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Infor Service Management Mobile App User Guide
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About this guide
Getting Started
Installing the app
Configuring the app to connect to the back office
Using ION authentication with the Mobile App
Resetting the app
Configuring default values for a miscellaneous entry
Recommended settings for transactions
Preventing a mobile user from seeing invoices on the Customer 360
Displaying contract pricing on the Contract card of the 360 forms
General Navigation
Using the Work Queue
Using the magnifier search tool
Using the Main menu
Resubmitting an entry that is in Pending Submissions
Using the Calendar
Mirroring
Taking a screenshot
Attaching an image to a record
Primary Service Flow
Service flow diagram
Working with appointments
Working with material transactions
Clocking-in to an appointment
Entering expenses
Adding serial numbers for material entries
Making a purchase in the field
Invoicing a customer
Adding a unit
Adding a non-stock material entry (SX.e integration only)
Adding a new incident
Resolving an appointment
Looking up the resolution notes for a prior service call
Performing inspection tasks
Making changes on a Labor Review entry
Troubleshooting
What if I cannot log in with my credentials?
When does the Unit Configuration show a picture of the component?
What does the Limit to this Location field do on the Customer 360 form?
Will I be signed out when the app goes to sleep?
I accidentally changed the status of an appointment to Closed and it no longer displays in my Work Queue. How do I get it back?
How do I generate and send a log file?
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