Mobile Service on Windows

On Windows, Mobile Service needs to be installed on your laptop or tablet with the setup file provided by your Administrator. The following information is important from a user interface and navigation perspective.

Top Bar

  • Click the Menu icon with the three horizontal lines to open the top bar.
  • Navigate to Schedule, Hours or any other view.
  • Click on the Synchronization button to perform a manual synchronization.

Information Panes

Information panes are displayed throughout the application. An information pane provides the additional details, of the active screen. For example, in the Visit screen, the information pane displays the Sold-to Contact and the Ship-to Contact details related to the visit. To view an information pane, click (i) in any screen, click the arrow option to collapse the information pane.

Route Navigation

Addresses are shown on several places in Mobile Service. You can navigate to Open Street Map or Windows Maps by clicking the small ‘location pin’ icon.

Selecting a row:

  • Mouse: Right-click on the row.
  • Touch: Tap and hold the row.
  • Stylus: The equivalent for right-clicking the mouse.

Selecting a row changes the view to Selection Mode and displays the options in the bottom bar that can be applied to the row.

Selecting multiple rows:

First select one row as described above. Then:

  • Mouse: Left-click the next row(s).
  • Touch: Tap the next row(s).
  • Stylus: The equivalent for left-clicking the mouse.

Deselect a row:

  • Mouse: Left-click the selected row.
  • Touch: Tap the selected row.
  • Stylus: The equivalent for left-clicking the mouse.

Alternatives for (de)selecting rows:

  • Mouse: Left-click the 3-dotted bar at the bottom of the screen and click Select All or Clear Selection.
  • Touch: Tap 3-dotted bar at the bottom of the screen and tap Select All or Clear Selection.
  • Stylus: Select the 3-dotted bar located at the bottom of the screen and click Select All or Clear Selection.

Drill down into the details of a row:

  • Mouse: Left-click the row.
  • Touch: Tap the row.
  • Stylus: The equivalent for the left-click of the mouse.

Activating buttons and other action items:

  • Mouse: Left-click.
  • Touch: Tap.
  • Stylus: The equivalent of the left-click of the mouse.

Notifications

Mobile Service can show notifications or alerts, for example in case of synchronization errors. The notification contains a short message to inform you. Note that notifications are not disruptive and will disappear automatically. You can click on some notifications to navigate to the appropriate page.

Object Information

Objects in the app may be underlined. This applies for example to items and serialized items. Detailed information is shown for these objects when clicking/tapping these underlined objects.