ServiceMobile The home page of mobile terminal contains many practical functions, including customer management, operation statistics, service desk management, approval management, spare parts management, rights management, etc. The following describes the functions of the home page in the form of scenarios:
1. How do I create a customer on the mobile terminal?
- When you need to create a customer on the mobile terminal, you can open the "Home Page" - "Customer" modules of the ServiceMobile mobile terminal, click the "+" button in the lower right corner, and select the entry mode.
- The system supports direct input information
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2. How to maintain customer information？
- Click to enter the customer details interface, you can edit and delete customers in the customer details interface;
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3. How to apply for spare parts on the mobile terminal?
- ServiceMobile supports spare parts application, return, inventory inquiry and personal storage management on the mobile terminal.
- When you need to apply for spare parts, you can click "My" - "spare parts" to select the category of spare parts and select the number of spare parts.
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4. How do I assign permissions to colleagues on the mobile terminal?
- ServiceMobile supports permission assignment on both the PC and mobile terminals. Select a role to be assigned on the "Home page" - "Permission Management" page of the mobile terminal. Click "Add Member" or "Remove Member" in the list to select a member to complete the permission change operation.
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5. How to create a new product on the mobile terminal?
- Products can be directly created in the new construction order page of mobile terminal, and the newly created products can be automatically associated with customers.
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6. How do I view the operating report on the mobile terminal?
- On the mobile terminal, "Home Page" - "Intelligent Report" contains the functions of statistics report and management report.
- The functions of service operation, operation statistics and personnel statistics can make managers more intuitive and convenient to understand the overall operation and personnel's work order completion.
- Management reports can enable managers to understand the business trend and control the business from various dimensions of personnel, property and affairs.
7. How do I view user-submitted events on the mobile terminal?
- In the "Home Page" - "Service Desk" of the mobile terminal, you can view the events reported by users for self-repair. Click the event to enter the details of the event, and you can allocate, transfer and convert the event to work order
8. How to do approval on mobile?
- The "Homepage - Approval" module of the mobile terminal can view the approval items in each process node, including the status of pending approval, approved, rejected, etc., and quickly approve the pending approval items
9. How to settle the work order on the mobile terminal?
- The "Home Page - Work Order Settlement" module on the mobile terminal can settle the completed work order, and the settlement field can be customized in the "System Management" - "Work Order Settlement Setting" on the PC terminal
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10. How to conduct the user's return visit on the mobile terminal?
- The mobile terminal "Home page - work order return visit" module can conduct manual return visit for the completed work order.
11. How can I hide functions that are not used in the mobile workbench?
- Mobile terminal "Home page - work order settlement" module, you can set the workbench display function module, users can hide some functions according to their own use.
