Understanding Service Mobility

Service mobility feature lets users add where their Product is located. It is possible to use the service’s location feature whenever a service call is logged. When the user makes the ticket, all they have to do is mention the location. You can make changes to it as needed.

This information can also be added to the customer’s contact information, which will connect them to the exact branch where the product is being sent or stored. After the client logs in, they can add information about the service location that was recorded in the ticket.

 

Logging a Service Ticket

Go to Quick Add and click on Service Ticket

A New service ticket form will open.

Under the Requester type, type the name of the customer who called.

Note: Selecting a customer will show a dropdown. Once you select it, all the devices in the main branch will be shown in the contract. 

Now, Add Service Location.

Note: Enter the name of the location where the service is required. 

Select coordinator and Assignee

 

Auto Assign:

When you put an auto assign in the assignee type section, the GPS turns on for 3 minutes and finds the nearest engineer for assigning the task. Whichever engineer accepts the ticket, it goes into their bin. 

Fill in all the mandatory fields.

Select the problem and Priority matrix. Enter the Reporting Tags

Add any special instructions if needed.

Click Save.

Once saved, a service ticket number will be created. 

Note: Now, there is a field in the service ticket on both the web portal and the mobile app that makes it easy for users to see where the service is being performed. Based on the information they entered, this makes it easy for them to quickly find the exact service location of the product.