Introduction

This document serves as a guide for users of the feeld.ai mobile application, designed to function within the Onfinity.io System. This user manual aims to demonstrate to the user how field service management processes are executed through the mobile app, while also providing step-by-step instructions for completing transactions and processes.

Overview

This application streamlines operations by enabling technicians to manage tasks, access job details, and collaborate with back-office teams in real-time. Key features include task management, real-time notifications, GPS navigation, route optimization, and access to customer and service history. With integrated tools for on-site data capture, sales quotation generation, inventory management, and Invoice generation the app ensures efficient workflow, improved communication, and faster resolution of field service requests. It is a comprehensive solution designed to enhance productivity and customer satisfaction in field operations.

Get the mobile application

Android users

Iphone Users

Login to Mobile Application

To Login with the Mobile application, the user needs to follow below mentioned steps.

• After installing the VA Service and Maintenance mobile app from Play store or App store, the app will open as shown in below screenshot.

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👉 To get a QR code to access the mobile app, install the "Mobile Support" module from the market.

• To open the Mobile Linking screen in the VA System,the navigation path is mentioned below. 

  • Menu > System Administration > Utilities > Mobile Linking

  • User can directly search in menu search utility “Mobile Linking”

  • It is also available in widget “Important Links”

• By clicking on the Mobile linking screen will open as shown in below screenshot.

  

👉 User cannot log in with * organization, There should be specific organization selected at web application before generation of QR code.

By scanning the QR code, user navigate to the “Authenticate Login” screen. User needs to enter the password of the URL or web linkfor their login. If user wants to view the password then click on ‘eye’ button as shown in the screenshot.

👉 If user enters the incorrect password then alert message appears on the user mobile application i.e., “Sorry, we can’t proceed further until your credentials are valid”.

Mobile App Dashboard

The dashboard acts as the central hub of the VA Service and Maintenance mobile app, offering users a clear overview of their service operations. The dashboard is divided into five sections as follows.

1. Top section

2. Drawer section

3. Graph section

4. Action Section

5. Bottom section

Section	Screenshot
Top Section At the top section, users can view the logged in user profile and the information is shown including, name of the resource and the role from which the user log in as mentioned in the screenshot.
Drawer Section By clicking on Top right corner of app Drawer section will be opened, users can see the following options . Asset Search Schedule History Document History Settings Permissions Logout You will find explanations of these options at section .- https://viennaadvantage.atlassian.net/wiki/pages/resumedraft.action?draftId=540573886&draftShareId=b76e3115-b8eb-4931-896e-2c380746cc86
Graph Section Graph section indicates the completed tasks and scheduled tasks of the current month. User can also see the Chart and Graph representation of current month pending and completed schedules as mentioned in the screenshot. In this section user will find schedule history also. Detailed explanation of this section Graph Section
Action Section Users have various options in action section as shown in the screenshot. Details of Today’s Task. Creation of Service Request Aura- AI -- https://viennaadvantage.atlassian.net/wiki/spaces/VA/pages/540967009/Action+Section#Aura---AI Detailed Explanation of this section Action Section
Bottom Section Scheduled, Assigned, Open Tasks buttons are shown at the bottom section with records count, by clicking on those it will navigate to respective screen. Bottom section is divided into three parts explain as below. Open Tasks Assigned Tasks Scheduled Tasks Here user can see the open, assigned and scheduled tasks of Field Service requests, Work order requests, Projects and Requests. Detailed Explanation of this section Bottom Section

Use Case

Robert Harris has submitted a request for antenna installation at his site to Rajat HVAC Services. When a request is received for antenna installation at a customer’s location, the Field Service Manager needs to create a Field Service Request. This involves gathering essential information about the installation, including the customer's details, specific requirements, and any prior service history. He created this request from web application. This streamlined process not only facilitates effective service delivery but ensure that all service requests are handled efficiently, ultimately leading to greater customer satisfaction and loyalty.

Task Execution from Application

• Any resource can assign an open task for to themselves by clicking on “Accept Task” button.

• When a user clicks on the ‘Accept Task’ button, a confirmation message appears on the user screen i.e., ‘Are you sure, you want to accept this task?’, if the user clicks on ‘Yes’ button, this task is assigned to the specific resource and removed from the ‘Open tasks’ tab.

• Once the task is accepted, it will be assigned to John (login user), and the user will navigate to the 'Assigned' section as shown in screenshot below.

Creation of Task Schedule

Assigned tasks indicates that specific tasks have been assigned to particular resource i.e. John, but their schedules have not yet been created. When the John clicks the "Accept Task" button, the task appears in the Assigned Tasks section as shown in the below screenshot.

• John can create a schedule for himself based on his availability. When John clicks on ‘Schedule Task’ button, it will navigate the him to the ‘Schedule Task’ tab, where task details such as Antenna Installation task, Robert Harris details, priority, and estimated hours for completion are visible.

• John click on ‘Add Day’ button, it will navigate him to the calendar as shown in the below screenshot.

• By default, the calendar displays a 30-minute schedule, but the John can extend it as needed. Once the schedule is created, the John clicks the submit button, and the schedule is successfully added to their screen as shown in the below screenshot.

• By clicking on Submit button, schedules are successfully created and task is removed from the ‘Assigned tasks’ section, resulting in a decrease in the count of Assigned tasks. Once the schedule is created, it will navigate the John to the ‘Scheduled’ section as shown in the above screenshot.

👉 In the Assigned section, John can only view their own tasks that he needs to complete.

Performing Task

Scheduled task indicates that “Antenna Installation task” have been scheduled on 4^th November at 3.:17 PM. When John create schedules then task will be removed from the Assigned tasks section and will appear in the ‘Scheduled’ Tasks section as shown in the below screenshot.

Scheduled task indicates that “Antenna Installation task” have been scheduled on 4th November at 3.:17 PM. When John create schedules then task will be removed from the Assigned tasks section and will appear in the ‘Scheduled’ Tasks section as shown in the screenshots.

John clicks the "Details" button, which opens the "Schedule Review" screen. He reviews his schedule and then clicks the "Proceed" button. After clicking "Proceed," the task details for Antenna Installation will appear. John clicks on "Directions" to access the map as shown in the screenshot.

By using the map, John can access the customer’s location. After that, he clicks the "Start Travel" button. Once he clicks "Start Travel," a list of tools and spare parts needed for the Antenna installation task is displayed as shown in the below screenshot.

After reviewing the list, John confirms by clicking the message and then clicks the "Start Travel" button. When he clicks the "Start Travel" button, a timer will begin counting down at the top of John’s screen, as shown in the screenshot.

Once the travel is completed, John clicks the ‘Travel Finish’ button as shown in the above screenshot. After clicking the ‘Finish’ button, a confirmation message appears on the John’s screen, and he provides his confirmation as shown in the screenshot. John click on ‘Start Task’ button, a timer will begin counting down at the top of John’s screen, as shown in the screenshot.

After Starting the task, John goes to the ‘Spare Part’ tab to install the required quantity. He clicks the "Key" button, which opens a new screen as shown in the screenshot.

John clicks the 'Install' button, and a message appears on his screen confirming, "1 unit of the spare part has been successfully installed." The installed quantity is also shown in green color on John's screen as shown in the screenshot.

👉 Installing the spare part automatically creates a corresponding delivery order line for related inventory impact.

Once the quantity is successfully installed and the task is performed, John goes to the Checklist tab and updates the actual result by clicking on it as shown in the below screenshot.

John enters the actual result and clicks the submit button. After submitting the checklist, the actual result is updated on the Checklist tab, and a blue icon appears in front of the checklist as shown in the screenshot.

After filling out the checklist, John clicks the 'Process' button to complete the task. A confirmation message then appears on his screen, and John provides his confirmation to complete the task as shown in the screenshot

After providing confirmation, the task is removed from the Scheduled section, leading to a decrease in the count of scheduled tasks as shown in the screenshot belowscreenshots.

Generation of Invoice

After completing the task, John will issue an invoice AR Invoice to the customer, Robert Harris, covering the cost of the servic\es services provided, along with any spare parts used during the task. The invoice will include all associated charges, such as the task price, travel expenses, and resource cost, as well as the price of materials or parts used to complete the work.

To create the invoice, John will click on the "Drawer" button located at the top of the Dashboard. He will click on the "Document Search" option, which will open a new screen. From there, he can search for the record by entering the document number as shown in the screenshotscreenshots.

After submitting the record, John will can successfully search the record and click on detail icon which shows all the information about ‘Field Service’ request as shown in the screenshotscreenshots.

By clicking ‘Ok’ button, message appear on the John screen i.e., ‘Invoice created successfully’ as shown in the screenshot.

After the invoice is generated, John can download both the "AR Invoice" and the "Sales Quotation" documents and provide share them to with the customer via conventional menthods.

Regeneration of Quotation

Users have the option to regenerate the quotation. This feature allows for quick and easy adjustments to the details, ensuring the quotation accurately reflects the latest information . It includes any new added task, updating pricing, adding or removing items, users can make the necessary changes and generate a new version of the quotation.

To regenerate the quotation, users click on “Regenerate Quotation” button. After clicking this button, message appear on the users screen i.e., “Sales Quotation created successfully” as shown in the below screenshot.

OTP Authentication and Customer Confirmation

Once the field service request status is "Completed" or "Invoice Generated" after the technician performs the tasks or the invoice is generated against the tasks, a customer confirmation option appears on the user's mobile application for OTP authentication as shown in the below screenshot.

By clicking on Customer Confirmation, the Technician has to put OTP that is received by customer on email or text when technician started travel. Customer must share OTP to technician if work is completed and statisfactory.

• Once the customer is confirmed, status is updated on the field service request screen as shown in the below screenshot.