Details of Today’s Task
Users can see the details of ‘Number of tasks’  available for today. By clicking on it, it will navigate to the user on the Scheduled screen as shown in the screenshot. This will provide users with detailed information about their tasks, including the estimated time required to complete each one, the request number, the creation date, and the task names. User can also create service request i.e., ‘Field service request’ and ‘Work order operation’ by clicking on (+) plus icon 
| |
|---|
Users can see the details of ‘Number of tasks’ available for today. By clicking on it, it will navigate to the user on the Scheduled screen as shown in the screenshot. This will provide users with detailed information about their tasks, including the estimated time required to complete each one, the request number, the creation date, and the task names. User can also create service request i.e., ‘Field service request’ and ‘Work order operation’ by clicking on (+) plus icon
| |
|---|
·
Creation of Request
By clicking on ‘Service Request’  button from the action section of the dashboard or by clicking on ‘Service Request’ button from the schedule section as shown in the screenshot. It will redirect the user to the create service request screen and there are two types of Requests are available as shown in the screenshot.
| | |
|---|
By clicking on ‘Service Request’ button from the action section of the dashboard or by clicking on ‘Service Request’ button from the schedule section as shown in the screenshot. It will redirect the user to the create service request screen and there are two types of Requests are available as shown in the screenshot.
| | |
|---|
If the user has access to both type of requests, then they will see two options while creating a service request: Field Service request and Work order request.
Field Service Request
User needs to click on Next button to create the Field service request. By clicking on next button, user select the ‘Maintenance Type’ and Customer details including customer name, address and contact details then click on Next button. By clicking on next button, user select the Asset, Service Type, and priority.
| | |
|---|
User needs to click on Next button to create the Field service request. By clicking on next button, user select the ‘Maintenance Type’ and Customer details including customer name, address and contact details then click on Next button. By clicking on next button, user select the Asset, Service Type, and priority.
| | |
|---|
In Last Service user can see the Last Service record details of selected the Asset. By clicking on Service History button, user can navigate to Service History screen as shown in above screenshot.
User can see the performed Tasks list of selected Asset record. After filling all the mandatory details, user needs to click on Next button. By clicking on next button, user select the Problem, and enter the description (summary about issue) and select the Expected Date/Time.
Once the user selects a task group, they can add a new task by clicking the "Add Task" button. Upon clicking this button, a list of available tasks will appear on the user's screen, as shown in the screenshot. The user needs to select the task and click the "Done" button, after which the task details will appear on the user screen as shown in the screenshot. User can delete the Task by clicking on three ellipses , and click on Delete Task button. User can add the Task by clicking on Add Task button. User can ‘Self Assign’ the task, if user click on Self Assign button then selected task is visible under assigned sectio
| | | |
|---|
Once the user selects a task group, they can add a new task by clicking the "Add Task" button. Upon clicking this button, a list of available tasks will appear on the user's screen, as shown in the screenshot. The user needs to select the task and click the "Done" button, after which the task details will appear on the user screen as shown in the screenshot. User can delete the Task by clicking on three ellipses , and click on Delete Task button. User can add the Task by clicking on Add Task button. User can ‘Self Assign’ the task, if user click on Self Assign button then selected task is visible under assigned sectio
| | | |
|---|
User can delete the Task by clicking on three ellipses , and click on Delete Task button. User can add the Task by clicking on Add Task button. User can ‘Self Assign’ the task, if user click on Self Assign button then selected task is visible under assigned section. After adding the task, user click on ‘Next’ button. By clicking on next, it will show the review of selected details as shown in screenshot.
| | |
|---|
User can delete the Task by clicking on three ellipses , and click on Delete Task button. User can add the Task by clicking on Add Task button. User can ‘Self Assign’ the task, if user click on Self Assign button then selected task is visible under assigned section. After adding the task, user click on ‘Next’ button. By clicking on next, it will show the review of selected details as shown in screenshot.
| | |
|---|
| User can review the selected details and user can also edit the details by clicking on respective field Edit icon  . After reviewing the details, user needs to click on Submit button. Once the record is submitted, the ‘Field Service Request’ created successfully on the user screen and on the user screen ‘New Field service request created successfully’ message appears as shown in the screenshot.
|
|---|
| User can review the selected details and user can also edit the details by clicking on respective field Edit icon . After reviewing the details, user needs to click on Submit button. Once the record is submitted, the ‘Field Service Request’ created successfully on the user screen and on the user screen ‘New Field service request created successfully’ message appears as shown in the screenshot.
|
|---|
Sales Quotation and Sales Order is generated automatically in the system with the creation of the field service request from the mobile application.
To attach documents with a created field service request, the user can click on the upload icon, which will display a list of folders in the DMS, then user can select a document and click the "Next" button, as shown in the screenshot.
| | | |
|---|
To attach documents with a created field service request, the user can click on the upload icon, which will display a list of folders in the DMS, then user can select a document and click the "Next" button, as shown in the screenshot.
| | | |
|---|
User select the folder and click on ‘Upload File’ button. By clicking on upload button, it will redirect the users to the mobile documents screen, user can select the document and click on Next button. Once the document is uploaded then user will get a message i.e., ‘Document Successfully Uploaded’ as shown in the screenshot.
| | |
|---|
User select the folder and click on ‘Upload File’ button. By clicking on upload button, it will redirect the users to the mobile documents screen, user can select the document and click on Next button. Once the document is uploaded then user will get a message i.e., ‘Document Successfully Uploaded’ as shown in the screenshot.
| | |
|---|
On the Field Service request, only those assets are visible whose ‘Owned’ checkbox marked as false.
Aura - AI
Users can also access AI Aura, an advanced AI designed to enhance experiences through intelligent conversation and personalized support. With a focus on contextual understanding, Aura can provide information. When users click on AI, they will be directed to the chat screen where they can ask questions and receive responses from Aura as shown in the screenshot.
