Adding a service call form maestro*MOBILE

Objective

This How-To discusses the configurations that need to be done so that authorized technicians can use maestro*MOBILE and its Service interface to add unplanned service calls; that is service calls that the dispatchers have not assigned themselves through the main ERP platform.

The feature addresses the need that sometimes arises on work sites when technicians who are already on location are called over by a new customer and asked on the spur of the moment to perform a job. If technicians have enough spare time they use this feature to log the unexpected work.

To access this feature mobile users can simply press the Unplanned progress bar on the Service page of maestro*MOBILE and press the button Add a Service Call. If the button is not available; technicians can simply call the office and ask that a new service call be assigned and dispatched (and most likely, that a new contract be created). Furthermore, technicians can still share the work opportunity with the dispatcher by making use of the interface Recommendations.

 

prerequisites

• Dispatch Model Management
• Employee Management
• Contract Management
• How To - Using maestro*MOBILE Service Interface
• Maestro*MOBILE – Service Interface

 

Summary

• Configure employee management
• Create a temporary contract
• Configure the display model for dispatches
• Add a service call from maestro*MOBILE

 

Steps

Configure employee management

maestro* > Time Management > Payroll > Employees > Employee Management

1. On window Employee Management, begin the process by selecting the technician who will be authorized to add service calls from maestro*MOBILE.
2. Click the Other Modules tab.
3. In the Service Calls section, check the Can create calls from Mobile box.
4. Click the Save icon.
5. Click the Quit icon.

 

Create a temporary contract

maestro* > Service Management > Service Management > Contract > Contract Management

1. On Contract Management window, click the New icon.
2. Enter a contract number or the word TEMP in the Contract Number field.
3. Make sure that Service is selected in the Contract Type field.
4. Select an Opening Date but do not indicate an end date in End Contract.
5. In the Invoicing section of the Contract Description tab, check the Various box.
6. Click the Save icon.
7. Maestro* generates a message confirming the addition of the new contract. Click OK.
8. Click the Quit icon.

 

Configure the display model for dispatches

maestro* > Service Management > Service Management > Contract > Dispatch Model Management

1. On the Dispatch Model Management window, select the layout model that will be specific to users working with maestro*MOBILE in the Code field.

Users of maestro*MOBILE will need to access their application settings and select the same model from the Dispatch Model list.

2. On the Dispatch Grid tab, select Service from the group of secondary tabs and click the Service Call tab, located on the right-hand side of the window.
3. In the Calls Created from Mobile section, enter or select the name or number of the temporary contract that was created in the previous step, in the Temporary Contract field.
4. Click the Save this Model icon.
5. Click the Quit icon.

Once the above configurations have been made, the Add a Service Call button will be displayed on the Service page of maestro*MOBILE when mobile user press the Unplanned progress status bar. The technician will be able to add service calls from the mobile application. Details regarding the unplanned customer and the contract can be entered later in maestro*.

 

Add a service call from maestro*MOBILE

To create a service call using maestro*MOBILE:

1. From maestro*MOBILE home page, press the Service interface.
2. Press the status bar corresponding to the Unplanned calls.
3. Press the + Add Service Call button.
4. Once in the Add Service Call page, modify the date if necessary.
5. Search for the work location or enter the complete address in the appropriate fields.
6. Back in the Add Service Call page, enter the service call details in the Comment field or Select a Predefined Sentence.
7. Press Save.
8. From the Service page, press the On the way button if you go right away on the job site or press the arrow displayed in the upper-left corner of the page to go back to the Service page.
9. Complete the service call as indicated in the How to document entitled Using maestro*MOBILE Service interface.

 

Last modification: September 19, 2024