ServMan Mobile User Manual
Contents
1. Settings 12 23p ok Fa rl e administrator m Passive FTP Set Directory Advanced Import Settings Export Settings RAS Entry Delete Calls Delete All L care The server address of the FTP site being used for synchronizations This should be set up as detailed in the ServMan Mobile Installation Instructions User ID to log on to the FTP server Password for the UserID to log on to the FTP server Device ID for the employee synchronizing data This field maps to the Device ID field in ServMan This field specifies which device should get the orders for a specific employee ID in ServMan Keep unchecked unless your ISP requires you to use passive FTP for FTP transactions Displays dialog to set the FTP incoming outgoing and images directories Import mission critical ServMan Mobile settings from file The ServMan Mobile settings for FTP access and print settings can be exported to a storage card and easily imported to quickly configure ServMan Mobile Export mission critical ServMan Mobile settings to file The ServMan Mobile settings for FTP access and print settings can be exported to a storage card and easily imported to quickly configure ServMan Mobile Click the Advanced check box if the device will be using an external modem for its internet connection or to delete all the ServMan databases on the device A remote connection will need to be set up on the mobile device in the Connection Manager on the d2. in ServMan or unchecked to schedule order for employee using handheld Date Schedule date for order Can be modified to reschedule order ServMan Software Page 11 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Time Time scheduled on schedule date for order Can be modified to reschedule order Request User configurable information field from ServMan Synchronization Application Information can be added or deleted in edit control 4 2 1 Gen Info Click on Gen Info to display General Information for order Is user configurable Defaults to address information 4 2 2 Request Click on Request to display Request Comments for order Can be modified by user 4 2 3 Notes Click on Add Notes button to display the Notes dialog Free form or handwritten notes can be attached to an order viewed in ServMan within the order after being synced 4 3 Client Tab Client and contact information can be viewed and modified on the order if necessary E Servman 1 11p ok 7048461491 7048461488 File Status Tools Help Client Name Client Name on the order Address 1 Location Address on the order Address 2 Location Address on the order Citv Citv location on the order State State on the order OServMan Software Page 12 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Zip Zip code on the order Contact Name Contact name of primary contact on the account Can b
3. 4 8 3 4 13 Save Order To accept and save the new order click on the Ok button in the system menu of any of the order tabs The New Order Detail dialog will close displaying the Open Order List view The order that was saved will appear on the Open Order List view on the appropriate scheduled date 5 New Orders Brief Description A new order can be created and detailed on the mobile device 5 1 Create New Order Select the File New Order menu item to create a new order on the device Detail the order as explained above in Detail Orders with the following exceptions 5 1 1 General Tab Exceptions Order Number User can enter an order number dispatched from a ServMan dispatcher who creates the order in ServMan or can leave field blank If the field is left blank the order number will be ServMan Software Page 31 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE automatically generated and placed in a hold status when the item is synchronized back to ServMan for future attention Account Number User can enter an account number dispatched from a ServMan dispatcher who creates the order in ServMan or can leave field blank If the field is left blank the order will be placed in a hold status when the item is synchronized back to ServMan for future attention 5 1 2 From Existing Order From within an existing order click the File gt New Order menu option to create a new order for the client
4. List Highlight an order in the list view to display detailed information about the order in the preview pane To print the order tap the Tools Print Order menu To print the order align the device with the printer and click OK on the print warning dialog To cancel the print job click Cancel on the print warning dialog ServMan Software Page 10 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 Detail Orders Brief Description Orders displayed in the order list can be entered to add modify detailed information about the work order Multiple tabs are available for detailing order header and order detail information as well as payment information signature captures etc 4 1 Detail Existing Order Double click the order to be detailed on the Order List View to enter and detail the order 4 2 General Tab E Handheld Seryman 302 No Heat Upstairs SERVICE Time 12 30 00 PM Directions cen en str Pors syne 3D Order Number Read Only User can not change order number on orders synchronized with ServMan Account Number Read Only User can not change order number on orders synchronized with ServMan Job ID Job ID for order Wk Type Work type for order Can be selected from list of work types Dept Department for order Can be selected from list of Departments Cust PO Customer PO for order Unsched Can be checked to mark order as Unscheduled
5. Ok button in the delete dialog to delete the highlighted item Click cancel to leave the task on the order ServMan Software Page 26 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 8 Totals Tab The totals tab displays the totals of the labor items material items parts total tax and the total due on the order The tax codes can be altered on this tab as well as a signature captured and the order printed Price Book Enter Modify Tax Codes Total Due Signature Capture Print Order File Status Tools Help Price Book Price Book Override Can be selected from list of Price Book entries or left blank for no override 4 8 1 Enter Modify Tax Codes Click the Enter Modify Tax Codes button to display the Taxes dialog If a tax status and tax codes were previously selected for the order they are highlighted To select a tax status for the order select the tax status code from the tax status drop down To select a tax code from the list highlight the tax code in the list Up to 4 tax codes can be selected The CTRL key may need to be depressed to select multiple tax codes To deselect a tax code from the list click the highlighted tax code in the list The item should change to un highlighted To save to the tax codes to the order click Ok To cancel the tax code modification click Cancel 4 8 2 Capture Signature Click the Signature button to display the Signature dialog
6. Write the signature in the Signature dialog as one would with a pen and paper ServMan Software Page 27 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE To save to the signature to the order click Save To clear the signature capture and start over click Clear To cancel the signature capture click the OK button at the top of the dialog 4 8 3 Print Order Click the Print Order button to print the open order To print the order to an IR printer align the device with the printer and click OK on the print warning dialog To cancel the print job click Cancel on the print warning dialog 4 9 Payment Tab The payment tab allows for payment information to be captured via cash check or credit card E Servman 3 28p ok Paid Amount US Payment Method O Cash Ocheck Credit Card Credit Card Number 1234567890123456 Press To Swipe Card Credit Card Type MasterCard Exp Date Name on Card m JL Pons ortens ns File Status Tools Help 4 9 1 Enter Payment Information Paid Amount Enter the amount being paid by the customer Payment Method Click the radio button of the payment method cash check or credit card Check Number If payment method is by check enter the check number Credit Card Number If payment method is by credit card enter the credit card number Press To Swipe Card On supported printers allows the user to swipe a credit card th
7. or Cancel 4 5 5 Modify Template Item Double click a template item in the material item list to modify the item All fields within the Template Item Detail Dialog can be modified and saved If the template item is modified the labor items and material items that are added to the order ARE NOT modified accordingly These items should be modified separately if necessary 4 5 6 Delete Template Item Highlight an item in the material item list and click the Delete Item button to delete the template item from the order If a template item is deleted the labor items and material items that are added to the order with the flat rate item ARE NOT deleted These items should be deleted separately if necessary ServMan Software Page 22 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 6 Systems Tab A Seryman 0 Systems on Order Client Systems Location All Locations v System Desc File Status Tools All client systems or only those systems on the order may be viewed on the Systems tab Systems can also be viewed by location by selecting the appropriate location on the Location drop down 4 6 1 Add System Click the Add System button to display the System Detail dialog ServMan Software Page 23 2006 Date 9 17 2008 MANUAL SERVMOBILE A Seryman System ws di System Enter the system equipment description to be added or click the button to display the list of exist
8. properties of the connection click Configure 4 On the Port Settings tab make sure Baud Rate is set to 19200 Data Bits to 8 Parity to None Stop Bits to 1 and Flow Control to Hardware Also make sure that all check boxes are un checked 5 the Call Options tab uncheck all the check boxes and add the setup string S211 3 amp W to the Special Modem Commands edit box 6 Click OK Enter any TCP IP settings necessary to connect to your FTP site 8 Enter the dial string to dial to If using an Airlink modem enter 10 0 0 1 as the dial string and make sure there is no area code country code etc attached to the dial string 16 Customize ServMan Mobile Brief Description ServMan Mobile can be customized for additional data capture on orders of ServMan fields or user defined fields Additional order tabs can be created to capture the additional data In addition default ServMan Mobile order tabs can be removed from ServMan Mobile so users don t see order tabs they may not use Custom forms can also be created to synchronized data external from ServMan orders These custom forms are accessed by menu options that appear in ServMan Mobile when the forms are created 16 1 Create Custom Order Tabs Use LC in ServMan to create custom tabs to be downloaded to ServMan Mobile and used for synchronizing user defined data Please call ServMan Customer Support for more information on custom ServMan Mobile order tabs 16 2 Create
9. to display additional flat rate prices in the flat rate price list Press OK button to add the flat rate item to the work order or cancel to exit the Flat Rate Item Detail without saving the Flat Rate Item If Load Component Sheet is checked the component list will be displayed ServMan Software Page 17 2006 Date 9 17 2008 MANUAL SERVMOBILE jHatRateItem Detail 5 06 Select Items to Add Uncheck any items you wish to exclude from the flat rate item Click to add the flat rate item and the checked parts and labor to the order Click Cancel to cancel the addition of the flat rate item 4 4 5 Modify Flat Rate Item Double click a flat rate item in the labor item list to modify the item All fields within the Flat Rate Item Detail Dialog can be modified and saved If the flat rate item is modified the labor items and material items that are added to the order ARE NOT modified accordingly These items should be modified separately if necessary 4 4 6 Delete Flat Rate Item Highlight an item in the labor item list and click the Delete Item button to delete the labor item from the order If a flat rate item is deleted the labor items and material items that are added to the order with the flat rate item ARE NOT deleted These items should be deleted separately if necessary ServMan Software Page 18 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 5 Parts Tab E Ser
10. ATION 7 3 CLIENT TAB 7 4 LABOR TAB 7 4 1 ADD LABOR ITEM 7 4 2 MODIFY LABOR ITEM 7 4 3 DELETE LABOR ITEM 7 4 4 ADD FLAT RATE ITEM 7 4 5 MODIFY FLAT RATE ITEM 7 4 6 DELETE FLAT RATE ITEM 7 5 PARTS TAB 7 5 1 ADD PART 7 5 2 MODIFY PART 7 5 3 DELETE PART 7 5 4 ADD TEMPLATE ITEM 7 5 5 MODIFY TEMPLATE ITEM 7 5 6 DELETE TEMPLATE ITEM 7 6 TOTALS TAB 7 6 1 ENTER MODIFY TAX CODES ServMan Software 2006 Page 5 31 32 32 33 33 34 34 34 34 34 35 36 36 37 37 37 40 40 41 41 42 43 43 44 44 44 45 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 7 6 2 PRINT QUOTE 7 7 SAVE QUOTE 8 NEW QUOTES BRIEF DESCRIPTION 8 1 CREATE NEW QUOTE 8 1 1 GENERAL TAB EXCEPTIONS 8 1 2 FROM EXISTING ORDER 9 ITEM LOOK UP DIALOG BRIEF DESCRIPTION 9 1 ITEM SEARCH 9 1 1 FIND AN ITEM 9 1 2 SCROLL TO AN ITEM 9 1 3 SELECT AN ITEM 10 REAL TIME LOOK UP OPTIONS BRIEF DESCRIPTION 10 1 ACCOUNT HISTORY 10 1 1 RECEIVE ACCOUNT HISTORY 10 2 REAL TIME DRIVING DIRECTIONS IF USING GPS amp MICROSOFT MAPPOINT 10 2 1 RECEIVE DRIVING DIRECTIONS 11 TIME CLOCK BRIEF DESCRIPTION 11 1 TIME CLOCK ENTRIES 11 1 1 ADD TIME CLOCK ENTRIES 11 1 2 REMOVE TIME CLOCK ENTRIES 11 1 3 SYNCHRONIZE TIME CLOCK ENTRIES 11 1 4 EXIT TIME CLOCK DIALOG 12 SYNCHRONIZATION BRIEF DESCRIPTION 12 1 SYNCHRONIZATION DIALOG ServMan Softwa
11. Custom Forms Use LC in ServMan to create custom forms to be downloaded to ServMan Mobile and used for synchronizing user defined data Please call ServMan Customer Support for more information on custom ServMan Mobile forms ServMan Software Page 57 2006
12. RTS TAB 4 5 1 ADD PART 4 5 2 MODIFY PART 4 5 3 DELETE PART ServMan Software Page 3 2006 o 2 x 0 oo Qc 11 11 11 12 12 12 31 31 12 13 15 16 16 16 18 18 19 19 20 21 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 5 4 ADD TEMPLATE ITEM 4 5 5 MODIFY TEMPLATE ITEM 4 5 6 DELETE TEMPLATE ITEM 4 6 SYSTEMS TAB 4 6 1 ADD SYSTEM 4 6 2 DELETE SYSTEM 4 7 TASKS TAB 4 7 1 ADD TASK 4 7 2 MODIFY TASK 4 7 3 DELETE TASK 4 8 TOTALS TAB 4 8 1 ENTER MODIFY TAX CODES 4 8 2 CAPTURE SIGNATURE 4 8 3 PRINT ORDER 4 9 PAYMENT TAB 4 9 1 ENTER PAYMENT INFORMATION 4 10 IMAGES TAB 4 10 1 ADD DIGITAL IMAGE 4 10 2 DELETE DIGITAL IMAGES 4 10 3 VIEW DIGITAL IMAGES 4 11 ORDER STATUS 4 11 1 SWITCH ORDER STATUS FROM WITHIN AN ORDER 4 11 2 SWITCH ORDER STATUS FROM ORDER LIST 4 12 SAVE ORDER 5 NEW ORDERS BRIEF DESCRIPTION 5 1 CREATE NEW ORDER ServMan Software 2006 Page 4 21 22 22 23 23 24 25 25 26 26 27 27 27 28 28 28 29 29 30 30 30 30 31 31 31 31 31 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 5 1 1 GENERAL TAB EXCEPTIONS 5 1 2 FROM EXISTING ORDER 5 1 3 FROM EXISTING QUOTE 6 QUOTES LIST BRIEF DESCRIPTION 7 DETAIL QUOTES BRIEF DESCRIPTION 7 1 DETAIL EXISTING QUOTE 7 2 GENERAL TAB 7 2 1 CANCEL MODIFIC
13. ServMan Software ServMan Mobile Application User Manual Version lt 1 9 gt Servman Mobile Application User Manual Date 9 17 2008 MANUAL SERVMOBILE Revision History 5 5 2003 1 3 Updated Added Template Items Update Ralph Warner Flat Rate Items Added Status Sync Added Real time Account History and Driving Directions Look up 6 2520 03 14 Updated Added to General tab features Ralph Warner updated screen shots 7 31 2003 Updated Added to General tab Client Info tabs Updated screen shots 5 19 2004 Updated screen shots and features 3 2 2005 1 9 Updated Features for Time Clock Module Ralph Warner attaching images to work orders and exporting importing settings 3 9 2005 Added Critical Notes Ralph Warner ServMan Software Page 2 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 1 CRITICAL NOTES SYNCHRONIZATION PROCESS 2 MINIMUM REQUIREMENTS RECOMMENDED HARDWARE SOFTWARE 3 ORDERS LIST BRIEF DESCRIPTION 4 DETAIL ORDERS BRIEF DESCRIPTION 4 1 DETAIL EXISTING ORDER 4 2 GENERAL TAB 4 2 1 GEN INFO 4 2 2 REQUEST 4 2 3 NOTES 4 2 4 HISTORY Table of Contents 4 2 5 DIRECTIONS IF MICROSOFT MAPPOINT IS INSTALLED ON SERVMAN SYNC SERVER 4 3 CLIENT TAB 4 4 LABOR TAB 4 4 1 ADD LABOR ITEM 4 4 2 MODIFY LABOR ITEM 4 4 3 DELETE LABOR ITEM 4 4 4 ADD FLAT RATE ITEM 4 4 5 MODIFY FLAT RATE ITEM 4 4 6 DELETE FLAT RATE ITEM 4 5 PA
14. Type Image Files jpg Date f Eagles 9 25 4 32 F 9 25 4 27 To attach an image to the work order click on the appropriate image name from within the My Documents directory A date time stamp and the order number will be added to the image filename and the image file will be appended to the Image list on the work order The image file is removed from the My Documents directory on the device and added to the ServMan Mobile Images directory When synchronized the image file is uploaded to the ServMan Sync Server and removed from the file 4 10 2 Delete Digital Images To remove the image from the work order highlight the filename in the Image List and click Delete Image The image is deleted from the ServMan Mobile Images directory and is deleted from the device 4 10 3 View Digital Images To view a digital image attached to an order double click the image file name listed on the Image list on the Image tab The image will be displayed in a pop up window To close the pop up image viewer click the X or Ok button at the top of the dialog 4 11 Order Status 4 11 1 Switch Order Status from within an order To switch the status of an order while detailing an order click on the Status menu item The list of available status codes will be displayed with the current status of the order checked Click on the new status in the menu to change the status ServMan Software Page 30 2006 Servman Mo
15. an Item To select an item from the list double tap the item you wish to add to the order This will automatically close the search dialog and populate all necessary information in the appropriate add dialog To cancel a search without adding an item click the cancel button 10 Real Time Look up Options Brief Description An account history and driving directions can be retrieved real time through the ServMan Sync Server 10 1 Account History An account history can be retrieved from the ServMan sync server to ServMan mobile based on the main account phone number This is designed to be used on a wireless network for a technician to get account history data for a specific client or any other user defined information specified in ServMan based on the client phone number A Client History Enter Client Phone 704 123 1234 Create Order ServMan Software Page 48 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 10 1 1 Receive Account History Enter the primary contact or client phone number into Enter Client Phone edit box Click Submit The client s account history if any will display in the account history edit box Click Ok to exit Click Print to print the account history to a mobile printer Click Create Order to create a new order for the client The order will be populated with the client account number and client information 10 2 Real Time Driving Dir
16. be added Quantity A quantity of template items should be entered Defaulted to 1 Price Automatically populated if item number was found in template item database If the item number is not found or is a non stock item a price for the item should be entered Load Component Check Sheet Check to list components included in template item or to exclude a specific item from the template item Press OK button to add the template item to the work order or cancel to exit the Template Item Detail without saving the Template Item If Load Component Sheet is checked the component list will be displayed ServMan Software Page 43 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Material Check Li 4 53p ok Select Items to Add 0 50 80 NS NOZZLE 23 00 007 DRIVE CIRCULAT 2 00 016 PRESSURE SWITCH 2 00 11 11 4 COPPER 16 00 1 2 1 2 BLACK PIPE 100 00 250 HUMIDIFIER 1 00 Uncheck items you wish to exclude from the template item Click to add the template item and the checked parts and labor to the order Click Cancel to cancel the addition of the template item 7 5 5 Modify Template Item Double click a template item in the material item list to modify the item All fields within the Template Item Detail Dialog can be modified and saved If the template item is modified the labor items and material items that are added to the order ARE NOT modi
17. bile Application Date 9 17 2008 MANUAL SERVMOBILE 4 11 2 Switch Order Status from Order List To switch the status of an order from the order list highlight the order on which the status is to be changed Click on the Status menu item The list of available status codes will be displayed with the current status of the order checked Click on the new status in the menu to change the status 4 12 Menu Options 4 12 1 View Service History Click on Tools gt View Service History button to display the Account History dialog The account history dialog details the last five service calls to the customer on the order 4 12 2 View Driving Directions If Microsoft MapPoint is installed on ServMan sync server Click on the Tools gt View Driving Directions button to view the driving directions from the last order or appointment to the order being viewed The directions can be printed to the receipt printer by pressing the print button on the Directions screen 4 12 3 Get Real Time Directions If Microsoft MapPoint is installed on ServMan sync server and using GPS Click on the Tools gt Get Real Time Driving Directions button to view query for driving directions to the order from the last reported GPS location of the employee The directions can be printed to the receipt printer by pressing the print button on the Directions screen 4 12 4 Print Order Click on the Tools gt Print Order to print the order as detailed above in section
18. client of the existing order The client information is populated automatically ServMan Software Page 46 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 9 Item Look up Dialog Brief Description A look up dialog is available to find items systems tasks etc when adding items to an order This dialog allows for a search of an item using the item ID or description 9 1 Item Search 3 48p ok Sub Category itempese 2 1 2 TON GAS 2 1 2 TON SPLI 9 1 1 Find an Item The item list can be filtered by category or sub category prior to searching and selecting an item To filter the item list first select the sequence to filter by Primary Category or Sub Category and then choose the specific value to filter on Select the search criteria to find an item with by selecting the search method in the search method drop down Enter a string to search for in the search string edit box When letters are entered into the edit box the item list will scroll to the item matching the search criteria 9 1 2 Scroll to an Item Tap the arrows on the scroll bar adjacent to the item list up or down to scroll one item at a time Tap the area within the scroll bar to page up or down to an item Tap and drag the thumb position bar to scroll up and down by position ServMan Software Page 47 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 9 1 3 Select
19. e Page 40 2006 Date 9 17 2008 MANUAL SERVMOBILE 7 5 Parts Tab E Parts Detail ok Desc 5080 A NOZZLE Sena T cunt 7 5 1 Add Part Click the Add Item button to displav the Parts Detail dialog OServMan Software Page 41 2006 User Manual Date 9 17 2008 MANUAL SERVMOBILE EParts Detail 10 38a ok Item Num 50 60 4 Item Desc 50 60 NOZZLE Quantity E Price US Warehouse ID Part Required 5 19 04 Advanced Properties cost US Item Number Enter item number of item to be added or click the button to display the parts list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner or a PP 55 printer with scanner the item number can be scanned from a bar code which will populate item details as detailed below Desc Automatically populated if item number was found in parts database If the item number is not found an item description should be added Click the button next to the description to expand the item description view to allow for additional data into the item description field Quantity A quantity of parts used for order should be entered Price Automatically populated if item number was found in parts database If the item number is not found or is a non stock item a price for the item should be entered Part Required Allows user to mark an item as requi
20. e gt Cancel menu to cancel the modification of the current quote without the quote being saved ServMan Software Page 34 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 7 3 Client Tab Client and contact information can be viewed and modified on the quote if necessary G ELI 12 24p Client Name Addressi 123 Popeye Lane Address2 City State Matthews Zip 8105 Contact Name Contact 704 555 1234 704 555 1111 Email Address test email com File Status Tools Help Client Name Client Name on the order Address 1 Location Address on the order Address 2 Location Address on the order City City location on the order State State on the order Zip Zip code on the order Contact Name Contact name of primary contact on the account Office Phone No Office phone number of primary contact on the account Mobile Phone No Mobile phone number of primary contact on the account Fax No Fax number of primary contact on the account Email Address Email address of primary contact on the account ServMan Software Page 35 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 7 4 Labor Tab E Handheld Servman Item Number GOLDPLAN Gold Plan Maiinte lt ii Add Add FR Remove Item Item Item otal Due 400 00 cen eri abo File Status Tools Help 7 4 1 Add Labor Item Click the Add Item button to display the Labor Item Deta
21. e added modified by opening First Middle Last name dialog See Below Office Phone No Office phone number of primary contact on the account Mobile Phone No Mobile phone number of primary contact on the account Fax No Fax number of primary contact on the account Email Address Email address of primary contact on the account Add or modify the primary contact name for the client in the First Middle Last name dialog A Seryman First Middle Last 4 4 Labor Tab ServMan Software Page 13 2006 User Manual Date 9 17 2008 MANUAL SERVMOBILE 12 41 ok Item Number One Step Cleaning lt T Add Add FR Remove Item Item Item otal Due 250 00 iin cet bo pats Stone aL TY ServMan Software Page 14 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 4 1 Add Labor Item Click the Add Item button to display the Labor Item Detail dialog E Labor Detail 12 30p ok n E Log Time Emp 9 3 2 05 Y 12 00 00 PM EL 8 00 00 PM EL Item Number Enter item number of item to be added or click the button to display the labor item list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner or a PP 55 printer with scanner the item number can be scanned from a bar code which will populate item details as detailed below Desc Automatically po
22. e or when a refresh of ServMan data is needed If a full synchronization file has been generated and posted to the sync server ftp site via a ServMan Procedure the fullsynczip xml a compressed file file is downloaded and used for the full synchronization If there is no fullsynczip xml file available for download from the sync server the ServMan sync server will assimilate the appropriate full sync information to be downloaded to the device This method may take server minutes to complete 12 1 3 Standard Synchronization Click the Standard Synchronization button on the Synchronization dialog to perform a standard synchronization A standard synchronization uploads any work orders that were modified on the device and downloads any new orders for the employee 12 1 4 Status Synchronization Click the Status Sync option on the status menu to perform a status synchronization with the ServMan Sync Server This type of synchronization ONLY SENDS an order status update to ServMan and does not wait for a response from the ServMan Sync Server This feature is designed for use on wireless networks so users of ServMan in the office know the real time status of work orders 12 1 5 Local Full Synchronization Click the Local Full Synchronization button on the Synchronization dialog to perform a full synchronization from a file resident on the device The file name of the local full synchronization file should be FULLSYNC xml and should be placed
23. ections if using GPS amp Microsoft MapPoint Real time driving directions to an order can be downloaded to ServMan mobile based on last known location of truck E Get Driving Directions 3 52 ok Click Submit to get directions to this order from current location 10 2 1 Receive Driving Directions Enter the order for which driving directions should be found by double clicking the order on the Order List View ServMan Software Page 49 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Click the Get Driving Directions item on the Tools menu Click Submit The Microsoft MapPoint driving directions from the last GPS coordinate reported to ServMan to the given order will be downloaded and displayed in the Driving Directions edit box These directions can be printed by hitting the Print button Click Ok to exit 11 Time Clock Brief Description Users can add entries for themselves and others if set up to do so into the ServMan Time Clock module from ServMan Mobile Entries into the Time Clock Module from ServMan Mobile are processed automatically based on previous entries If an employee is previously logged in and a Time Clock Entry is received from ServMan Mobile the employee will be automatically logged out Multiple time entries can be saved within ServMan Mobile before being synced and are handled appropriately 11 1 Time Clock Entries To add entries to the ServMan T
24. em as required for the order which is then synchronized to ServMan with a date required When synchronized these line items appear in ServMan on the order in a different color to notify the ServMan User Automatically populated if item number was found in parts database Can be modified Press OK button to add the part to the work order or cancel to exit the Parts Detail without saving the Part on the order 4 5 2 Modify Part Double click a part in the part list to modify the item All fields within the Part Detail Dialog can be modified and saved See Add Part for details of fields ServMan Software Page 20 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 5 3 Delete Part Highlight an item in the part list and click the Delete Item button to delete the part from the order 4 5 4 Add Template Item Click the Add Template Item button to display the Template Item Detail dialog Item Detail 4 44 ok Item Num Enter item number of item to be added or click the button to display the template item list to select the item to be added REQUIRED fthe device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the item number can be scanned from a bar code which will populate item details as detailed below Item Desc Automatically populated if item number was found in template item database If the item number is not found an item descriptio
25. evice The entry should be set up per the specifications of the modem being used RAS Entry Enter the named connection from the Connection Manager to connect to the modem See Configure External Modem for details on configuring the remote network connection ServMan Software Page 53 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Delete All Click this button to delete the ServMan databases on the device This will delete all orders item data etc on the device A full synchronization would need to be performed to retrieve current ServMan data Delete Calls Click this button to delete the ServMan databases used for storing orders on the device This will delete all orders A standard synchronization would need to be performed to retrieve current ServMan data Click Save to save the FTP settings Click Cancel to exit the FTP settings dialog without saving any settings 12 1 2 Full Synchronization Click the Full Synchronization button on the Synchronization dialog to perform a full synchronization A full synchronization downloads all critical data needed for operation of ServMan mobile Included in the full synchronization is item lists task lists system lists work types etc This synchronization downloads much more data than a standard synchronization so it is not recommended that a full synchronization is performed very often A full synchronization should only be performed when initializing a devic
26. fied accordingly These items should be modified separately if necessary 7 5 6 Delete Template Item Highlight an item in the material item list and click the Delete Item button to delete the template item from the order If a template item is deleted the labor items and material items that are added to the order with the flat rate item ARE NOT deleted These items should be deleted separately if necessary 7 6 Totals Tab The totals tab displays the totals of the labor items material items parts total tax and the total due on the quote The tax codes can be altered on this tab and the quote can be printed from this tab ServMan Software Page 44 2006 Date 9 17 2008 MANUAL SERVMOBILE F Serwman 12 29p ok Enter Modify Tax Codes Total Labor Total Material Total Tax Total Due en aen user ras File Status Tools Help 7 6 1 Enter Modify Tax Codes Click the Enter Modify Tax Codes button to display the Taxes dialog If any tax codes were previously selected for the order they are highlighted To select a tax code from the list highlight the tax code in the list Up to 5 tax codes can be selected The CTRL key may need to be depressed to select multiple tax codes To deselect a tax code from the list click the highlighted tax code in the list The item should change to un highlighted To save to the tax codes to the order click Ok To cancel the tax code modification click Ca
27. he printer being used Press Ok to save settings or Cancel to exit without saving ServMan Software Page 55 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 15 Configure Desktop ServMan for Synchronization Brief Description ServMan must be configured properly to allow for the mobile solution to synchronize with the back end These configuration changes can be made by a ServMan administrator user 15 1 Configure Employees The employee file of those employees utilizing the mobile solution needs to be configured The employee file can be accessed within ServMan as follows Enter the employee file by clicking the Master Files Miscellaneous Employee File menu Double Click on a particular employee using the mobile solution 3 Enter the Device ID of the mobile device the employee will be using The Device ID is simply a sequential number starting with the number 1 that corresponds to the same number entered on the mobile device The ID must not be duplicated for multiple employees 4 Make sure the Wharehouse ID for the employee is set to the desired wharehouse i e truck wharehouse This wharehouse is the wharehouse used by the mobile device for material items detailed on orders If this wharehouse is not specified the default ServMan wharehouse is used 5 Ifemployee uses quoting check the the Use Quote check box N 15 2 Configure Items Detail items must be configured to download t
28. ies The ServMan Sync Server imports the entries appropriately base on previous clock in clock outs ServMan Software Page 51 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 11 1 4 Exit Time Clock Dialog Entries into the Time Clock Dialog are saved immediately when added or removed and the Time Clock Entry List is updated To exit the Time Clock Dialog click the Ok button in the top right corner All entries saved in the time clock dialog can be viewed removed and additional entries can be added by re entering the Time Clock Dialog 12 Synchronization Brief Description Any work orders that were detailed and completed in the mobile application will be uploaded to ServMan host to be stored 12 1 Synchronization Dialog To perform any synchronization actions enter the Synchronization Dialog by selecting the Tools gt Synchronize menu item Both a full and standard synchronization initializes the internet connection and sends and receives the necessary data automatically E Handheld Seryman 12 56p ok Standard Synchronization Advanced Full Synchronization FTP Settings Local Full Synchronization 12 11 FTP Settings These settings must be set before synchronization can be performed ServMan Software Page 52 2006 Date 9 17 2008 MANUAL SERVMOBILE Server Address User ID Password Device ID Passive FTP Set Directory Import Settings Export Settings
29. il dialog ServMan Software Page 36 2006 Date 9 17 2008 MANUAL SERVMOBILE B Billable Units Billable Rate H Item Number Enter item number of item to be added or click the button to display the labor item list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner or a PP 55 printer with scanner the item number can be scanned from a bar code which will populate item details as detailed below Desc Automatically populated if item number was found in labor item database If the item number is not found an item description should be added Click the button next to the description to expand the item description view to allow for additional data into the item description field Billable Time Automatically populated if Time In and Time Out fields are detailed Otherwise a billable time should be entered Billable time can be different than Total Time Billable Rate Automatically populated if item number was found in labor item database Can be modified Press OK button to add the labor item to the work order or cancel to exit the Labor Item Detail without saving the Labor Item 7 4 2 Modify Labor Item Double click a labor item in the labor item list to modify the item fields within the Labor Item Detail Dialog can be modified and saved See Add Labor Item for details of fields 7 4 3 Delete Labor Item Highlight an ite
30. ime Clock Module by selecting the Tools gt Time Clock menu item The Time Clock Dialog is shown Time Clock 10 55a ok Badge ID Time BENK AM 10 55 BENS AM 10 55 Remove ServMan Software Page 50 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 11 1 1 Add Time Clock Entries Click the Add Entry button to add an entry into the Time Clock Module If the user is restricted in ServMan to only adding entries for them the entry will be added to the list If the user is set up in ServMan to be able to log Time Clock entries for other users the following dialog is shown Clock 12 08 ok Enter Badge ID per The employee s Badge ID can be looked up by clicking the button To add the entry click the Submit button The entry can be canceled by hitting the Cancel button All entries are saved immediately when the entry is displayed on the Time Clock Entry List 11 1 2 Remove Time Clock Entries Time Clock entries can be removed from ServMan Mobile before they are synchronized by clicking the Remove button in the Time Clock Entry list 11 1 3 Synchronize Time Clock Entries The Time Clock entries displayed in the Time Clock Entry list can be synchronized to the ServMan Time Clock Module by clicking the Sync button The entries entered in the Time Clock Entry list will be uploaded to the ServMan Synchronization Server and the list will be refreshed with no entr
31. in the My Documents folder of the device before performing the Local Full Synchronization ServMan Software Page 54 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 13 Update ServMan Mobile Brief Description ServMan Mobile can be updated remotely to a new version 13 1 Mobile Update To perform a Mobile Update click the Update ServMan menu item on the Tools menu and follow the instructions on the screen This process will check to make sure an update is available and download the update file if needed After downloaded the update will automatically install and configure ServMan Mobile If update does not automatically start after download exit ServMan Mobile Go to Programs gt File Explorer on the device and browse to the My Documents directory Click on the installation file to install new version InstallFile arm cab for PDA s SymbolInstallFile arm cab for Symbol devices 14 Print Settings Brief Description The type of printer and method of communication for printing need to be set up in ServMan Mobile before printing 14 1 Printer Settings Dialog E Printer Settings Printer Type IDA Serial Printer JIPC PP 55 Baud Rate 4800 57600 96000 115200 19200 Printer Width 4 inch 21 4 Set the Printer Type IrDa Serial Bluetooth the printer name if applicable baud rate for printer printer width and parity to the appropriate settings for t
32. ing systems and select the system to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the system number can be scanned from a bar code which will populate item details as detailed below Location Enter a location for the installed equipment by either selecting an existing account location from the drop down list or by typing a new location in the edit box Serial No Enter the serial number on the equipment Manuf Enter the manufacturer description or click button to display the list of existing manufacturers and select the manufacturer of the equipment Model No Enter a model number of the piece of equipment Asset No Enter an asset number for the piece of equipment Press OK button to add the system to the work order or cancel to exit the System Detail without saving the system on the order If OK is pressed the system will be displayed on the tasks tab in the Systems drop down list 4 6 2 Delete System Highlight the system in the system drop down list and click the Remove System button ServMan Software Page 24 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 4 7 Tasks Tab E Servman 12 54p ok Location All Locations System No System v Complete All Tasks ter rare stes tat x onl File Status Tools E 4 7 1 Add Task Select the system or piece of equipment the task should be attached to by select
33. ing the location of the system in the location drop down and selecting the system in the System drop down The system drop down contains all systems in the specific location selected Locations can be selected to display all the systems at a client site If the task is a general task for the order with no system associated to it select the No System system in the drop down Click the Add Task button to display the Task Detail dialog ServMan Software Page 25 2006 Date 9 17 2008 MANUAL SERVMOBILE 2 29 ok w TE Comments Task Desc Enter the task description to be added or click the button to display the list of existing task and select the task to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the task number can be scanned from a bar code which will populate item details as detailed below Reading Enter a reading or calibration string if needed for the task Comments Enter a comment about the task to be performed Press OK button to add the task to the work order or cancel to exit the Task Detail without saving the task on the order 4 7 2 Modify Task Double click a task in the task list to modify the task information fields within the Task Detail Dialog can be modified and saved See Add Task for details of fields 4 7 3 Delete Task Highlight the task in the Task List and click the Remove Task button Click the
34. ions can be substituted Airlink modem is used for wireless configuration Any external modem or LAN can be used for non wireless batch synchronization configuration O Neil printer is used for receipt mobile printing at customer site ServMan Software Page 8 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 3 Orders List Brief Description All orders can be viewed in a list view displaying the order date order time work type and company name The application will store a pre configured amount of work orders configured at ServMan Synchronization Server on the device which will be processed during synchronization see Synchronization A user can enter any of the work orders to detail the order from the open order list view 3 1 View Drop Down A Handheld Seryman 3 39p Show All Open DESHORE PATRICIA 1750 MEADOWVIEW ROAD PATRICIA DESHORE 803 324 8933 I Date WokT Name 8 6 01 200 No Robert T 8 7 AM 10 8 8 04 Installat 8 9 06 200 Robert T File Status Tools Toggle between Order List views by changing the status drop down Order List can display orders from one of the following Show All Open Show All Closed Open by Date Closed by Date Show Quotes Unscheduled Displays all open orders and scheduled quotes stored on device sorted by date scheduled Displays all orders and quotes switched to a statu
35. le The request field of an order is modified in ServMan after the order has been downloaded to ServMan Mobile The request field may have been previously blank and a ServMan user enters text into the Request field and saves the order When the order is synchronized from ServMan Mobile the mobile order s request field is blank or may have been modified by the ServMan Mobile user so will overwrite what the ServMan user had entered Example 2 A line item is deleted on an order in ServMan after the order has been downloaded to ServMan Mobile The line item is not deleted in ServMan Mobile and the order is synchronized The synchronization process will not find the deleted line item on the order so it will assume it needs to add the line item back to the order 2 Minimum Requirements Recommended Hardware Software Server Separate workstation running Microsoft Windows 2000 or Windows 2003 Server FTP service enable with username and password Device Ruggedized Windows CE 3 0 Pocket PC based device Symbol 8100 HHP Dolphin 7400 recommended OR Pocket PC smart device with built in CDPD CDMA radio 64 Mb RAM 32 Mb ROM Intel Strong ARM Processor Accessories Vehicle mount intelligent cradle charger Airlink PinPoint 9610 CDPD GPS modem Airlink PinPoint CDMA GPS modem Thermal IR Printer O Neil or Extech mobile thermal printer This is the ServMan recommended hardware specifications Different devices with different configurat
36. led information about the order in the preview pane To print the quote tap the Tools Print Order menu To print the quote align the device with the printer and click OK on the print warning dialog To cancel the print job click Cancel on the print warning dialog ServMan Software Page 33 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 7 Detail Quotes Brief Description Quotes displayed in the quote list can be entered to add modify detailed information about the quote Multiple tabs are available for detailing quote information 7 1 Detail Existing Quote Double click the quote to be detailed on the Quote List View to enter and detail the order 7 2 General Tab E Servman 1 49p ok is 600 New Home Install SERVICE v 8 10 02 General Info cen seus eee ra File Status Tools Help Order Number Read Only User can not change order number on orders synchronized with ServMan Account Number Read Only User can not change order number on orders synchronized with ServMan Wk Type Work type for quote Can be selected from list of work types Price Book Price Book Override Can be selected from list of Price Book entries or left blank for no override Exp Date Expiration date for quote Request User configurable information field from ServMan Synchronization Application Information can be added or deleted in edit control 7 2 1 Cancel Modification Click on the Fil
37. m in the labor item list and click the Delete Item button to delete the labor item from the order 4 4 4 Add Flat Rate Item Click the Add FR Item button to display the Flat Rate Item Detail dialog A Seryman FR Item Num Enter item number of item to be added or click the button to display the flat rate item list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the item number can be scanned from a bar code which will populate item details as detailed below FR Item Desc Automatically populated if item number was found in the flat rate item database If the item number is not found an item description should be added Quantity A quantity of flat rate items used for order should be entered Price Automatically populated if item number was found in flat rate database If the item number is not found or is a non stock item a price for the item should be entered When Item number is entered the Flat Rate Item Detail screen will be displayed ServMan Software Page 16 2006 Date 9 17 2008 MANUAL SERVMOBILE Rate Item Detail 5 01p Flat Rate Qty Load Component Check Sheet Show All Flat Rate Prices Select Flat Rate Price Additional Repair 3 00 Extra Hours Primary 3 00 Extra Hours Additional 3 00 Select the appropriate flat rate price in the flat rate price list Check the Show Flat Rate Prices
38. m in the labor item list and click the Delete Item button to delete the labor item from the order 7 4 4 Add Flat Rate Item Click the Add FR Item button to display the Flat Rate Item Detail dialog ServMan Software Page 37 2006 Date 9 17 2008 MANUAL SERVMOBILE E Seryman 12 32p ok FR Item Num FR Item Num Enter item number of item to be added or click the button to display the flat rate item list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the item number can be scanned from a bar code which will populate item details as detailed below FR Item Desc Automatically populated if item number was found in the flat rate item database If the item number is not found an item description should be added Quantity A quantity of flat rate items used for order should be entered Price Automatically populated if item number was found in flat rate database If the item number is not found or is a non stock item a price for the item should be entered When Item number is entered the Flat Rate Item Detail screen will be displayed ServMan Software Page 38 2006 Date 9 17 2008 MANUAL SERVMOBILE Rate Item Detail 5 01p Flat Rate Qty Load Component Check Sheet Show All Flat Rate Prices Select Flat Rate Price Primary Repair Additional Repair 3 00 Extra Hours Primary 3 00 Extra Hours Additio
39. n should be added Quantity A quantity of template items should be entered Defaulted to 1 Price Automatically populated if item number was found in template item database If the item number is not found or is a non stock item a price for the item should be entered Load Component Check Sheet Check to list components included in template item or to exclude a specific item from the template item Press OK button to add the template item to the work order or cancel to exit the Template Item Detail without saving the Template Item If Load Component Sheet is checked the component list will be displayed ServMan Software Page 21 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Material Check Li 4 53p ok Select Items to Add 0 50 80 NS NOZZLE 23 00 007 DRIVE CIRCULAT 2 00 016 PRESSURE SWITCH 2 00 11 11 4 COPPER 16 00 1 2 1 2 BLACK PIPE 100 00 250 HUMIDIFIER 1 00 Uncheck any items you wish to exclude from the template item Click to add the template item and the checked parts and labor to the order Click Cancel to cancel the addition of the template item Optional feature allows template component quantities and warehouse ID to be modified from Component Check List screen Tap and hold on the item you would like to modify and select the Modify Component popup menu The Component Modify screen will appear Make changes and hit OK
40. nal 3 00 Select the appropriate flat rate price in the flat rate price list Check the Show Flat Rate Prices to display additional flat rate prices in the flat rate price list Press OK button to add the flat rate item to the work order or cancel to exit the Flat Rate Item Detail without saving the Flat Rate Item If Load Component Sheet is checked the component list will be displayed ServMan Software Page 39 2006 Date 9 17 2008 MANUAL SERVMOBILE jHatRateItem Detail 5 06 Select Items to Add Uncheck any items you wish to exclude from the flat rate item Click Ok to add the flat rate item and the checked parts and labor to the order Click Cancel to cancel the addition of the flat rate item 7 4 5 Modify Flat Rate Item Double click a flat rate item in the labor item list to modify the item fields within the Flat Rate Item Detail Dialog can be modified and saved If the flat rate item is modified the labor items and material items that are added to the order ARE NOT modified accordingly These items should be modified separately if necessary 7 4 6 Delete Flat Rate Item Highlight an item in the labor item list and click the Delete Item button to delete the labor item from the order If a flat rate item is deleted the labor items and material items that are added to the order with the flat rate item ARE NOT deleted These items should be deleted separately if necessary ServMan Softwar
41. ncel 7 6 2 Print Quote Click the Print Quote button to print the open order To print the quote to an IR printer align the device with the printer and click OK on the print warning dialog To cancel the print job click Cancel on the print warning dialog 7 7 Save Quote To accept and save the quote click on the Ok button in the system menu of any of the order tabs The Quote dialog will close displaying the Open Quote List view The quote that was saved will appear on the Open Quote List view on the appropriate entered date ServMan Software Page 45 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 8 New Quotes Brief Description A new quote can be created and detailed on the mobile device 8 1 Create New Quote Select the File New Quote menu item to create a new order on the device Detail the quote as explained above in Detail Quotes with the following exceptions 8 1 1 General Tab Exceptions Quote Number User can enter a quote number dispatched from a ServMan dispatcher who creates the quote in ServMan or can leave field blank If the field is left blank the quote number will be automatically generated Account Number User can enter an account number dispatched from a ServMan dispatcher who creates the order in ServMan or can leave field blank 8 1 2 From Existing Order From within an existing order click the File gt New Quote menu option to create a new quote for the
42. o the device as follows Enter a particular item within ServMan by clicking the Items button within the ServMan menu Double click the item to configure in the item list Click on the Page Two tab of the item Click the Download to Palmtop check box which will allow the item to be downloaded to the mobile device for the item list Leave this field blank if the item should not be used on the handheld Nep EA 15 3 Configure Status Order Status must be configured to download to the device as follows Only orders with order status configured as detailed below will be sent to the mobile device Enter the order status file by clicking the Master Files Miscellaneous Order Status File menu Double click on a particular Order Status to be used on the mobile device 3 Click the Can be set from field check box to enable the status to be downloaded to the mobile device as a viable order status for each of the orders on the mobile device Leave this field blank if the status should not be used on the handheld Ne 15 4 Configure External Modem Connection for Dolphin 7400 A remote networking connection needs to be established to access an external modem 1 Enter the Remote Networking setup by clicking Start Programs Communications Remote Networking 2 Adda new connection by clicking on Add New Connection ServMan Software Page 56 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 3 Inthe
43. of the existing order The client information is populated automatically 5 1 3 From Existing Quote From within an existing quote click the File gt New Order menu option to create a new order for the client of the existing quote The client information is populated automatically ServMan Software Page 32 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 6 Quotes List Brief Description All quotes can be viewed in a list view displaying the date work type and company name A user can modify any detail of the quotes by entering the quote from the open order list view A Handheld Seryman 12 15p Show Quotes Date Work Type Name Installation Rubendall Installation Gary Baker 600 New Olive Oil 100 Unk Robert Webster File Status Tools Help 6 1 Sorting Columns Click on the column header of the quote list view to sort the quotes by the column title The default sorting method is by descending order Click the column header again to reverse the sort of the list view to ascending 6 2 Preview Pane Highlight a quote in the list view to display detailed information about the order The information displayed is a user configured information field See User Configurations but the default information is a combination of the ServMan request and customer info fields 6 3 Print Quote from Quote List IR Printing Only Highlight a quote in the list view to display detai
44. pulated if item number was found in labor item database If the item number is not found an item description should be added Click the button next to the description to expand the item description view to allow for additional data into the item description field Billable Time Automatically populated if Time In and Time Out fields are detailed Otherwise a billable time should be entered Billable time can be different than Total Time Date Date the labor was performed Defaults to the current date If multiple days of labor are required for an order a separate Labor Item should be detailed for each day Time In Time work for work order was started Time Out Time work for work order was completed Should be based on the total time spent at location Total Time Automatically calculated if Time In and Time Out fields are detailed Can be modified Billable Rate Automatically populated if item number was found in labor item database Can be modified ServMan Software Page 15 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Press OK button to add the labor item to the work order or cancel to exit the Labor Item Detail without saving the Labor Item 4 4 2 Modify Labor Item Double click a labor item in the labor item list to modify the item All fields within the Labor Item Detail Dialog can be modified and saved See Add Labor Item for details of fields 4 4 3 Delete Labor Item Highlight an ite
45. re 2006 Page 6 45 45 46 46 46 46 46 47 47 47 47 47 48 48 48 48 49 49 49 50 50 50 51 51 51 52 52 52 52 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 12 1 1 FTP SETTINGS 12 1 2 FULL SYNCHRONIZATION 12 1 3 STANDARD SYNCHRONIZATION 12 1 4 STATUS SYNCHRONIZATION 12 1 5 LOCAL FULL SYNCHRONIZATION 13 UPDATE SERVMAN MOBILE BRIEF DESCRIPTION 13 1 MOBILE UPDATE 14 PRINT SETTINGS BRIEF DESCRIPTION 14 1 PRINTER SETTINGS DIALOG 15 CONFIGURE DESKTOP SERVMAN FOR SYNCHRONIZATION BRIEF DESCRIPTION 15 1 CONFIGURE EMPLOYEES 15 2 CONFIGURE ITEMS 15 3 CONFIGURE STATUS 15 4 CONFIGURE EXTERNAL MODEM CONNECTION FOR DOLPHIN 7400 16 CUSTOMIZE SERVMAN MOBILE BRIEF DESCRIPTION 16 1 CREATE CUSTOM ORDER TABS 16 2 CREATE CUSTOM FORMS ServMan Software Page 7 2006 52 54 54 54 54 55 55 55 55 55 55 56 56 56 56 56 56 57 57 57 57 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE ServMan Mobile User Manual 1 Critical Notes Synchronization Process When using ServMan Mobile it is recommended ServMan users do not modify work orders that ServMan Mobile users may also be modifying ServMan Mobile may overwrite modifications made in ServMan while if the order was modified in ServMan while the order was also on a user s device in ServMan Mobile Examp
46. red for the order which is then synchronized to ServMan with a date required When synchronized these line items appear in ServMan on the order in a different color to notify the ServMan User Cost Automatically populated if item number was found in parts database Can be modified Press OK button to add the part to the work order or cancel to exit the Parts Detail without saving the Part on the order 7 5 2 Modify Part Double click a part in the part list to modify the item AII fields within the Part Detail Dialog can be modified and saved See Add Part for details of fields ServMan Software Page 42 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 7 5 3 Delete Part Highlight an item in the part list and click the Delete Item button to delete the part from the order 7 5 4 Add Template Item Click the Add Template Item button to display the Template Item Detail dialog Item Detail 4 44 ok Item Num Enter item number of item to be added or click the button to display the template item list to select the item to be added REQUIRED fthe device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner the item number can be scanned from a bar code which will populate item details as detailed below Item Desc Automatically populated if item number was found in template item database If the item number is not found an item description should
47. rough the magnetic card reader to enter the credit card number Enabling this function will require additional customizations if a supported printer is not used Please contact your ServMan representative or ServMan Customer Care for a list of currently supported printers or for information regarding the required customizations ServMan Software Page 28 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE Credit Card Type If payment method is credit card choose the credit card type from the drop down of credit card types accepted in ServMan Exp Date If payment method is credit card enter the expiration date on the credit card Name on Card If payment method is credit card enter the name on the credit card being used 4 10 Images Tab Many mobile devices have an optional camera feature which allows taking and saving digital images If this feature is present on the a mobile device digital images can be attached to orders within ServMan Mobile and sent back to ServMan during synchronization A Seryman Double click to select an image to view 4717 20050302124830964 Eagles jpg Attach Image Delete Image Estes rase ot er mae File Status Tools Help 4 10 1 Add Digital Image Click the Attach Image button to attach an image to the work order The Open File Dialog will appear ServMan Software Page 29 2006 Date 9 17 2008 MANUAL SERVMOBILE A Seryman Folder All Folders
48. s of Complete stored on device sorted by date scheduled Displays all open orders and scheduled quotes on a specific date sorted by time scheduled Displays all Completed orders and quotes on a specific date sorted by time scheduled Displays all employee s quotes not closed in ServMan This option will be hidden if employee is not set up in ServMan as able to create quotes Displays all unscheduled orders for employee that are not completed ServMan Software Page 9 2006 Servman Mobile Application Date 9 17 2008 MANUAL SERVMOBILE 3 2 3 3 3 4 3 5 Sorting Columns Click on the column header of the order list view to sort the orders by the column title The sorting method is by descending order Preview Pane Highlight an order in the list view to display detailed information about the order The information displayed is a user configured information field See User Configurations but the default information is a combination of the ServMan request and customer info fields Change Status on Order from Order List Highlight an order in the list view to display detailed information about the order in the preview pane To change the order status of the order tap the Status menu item to display the list of status codes available The list of available status codes will be displayed with the current status of the order checked Click on the new status in the menu to change the status Print Order from Order
49. vman 12 42p ok Item Number 50 80 NS 50 80 NS NOZZLE 007 DRIVE CIRCULAT 016 200 PRESSURE SWIT 1 1 4 CU COUP 1 1 4 COPPER 1 2 BLACK PIPE HUMIDIFIER Squires Home C gt Add Add Remove Item Template Item otal Due 581 24 n Ports teme 4 5 1 Add Part Click the Add Item button to display the Parts Detail dialog ServMan Software Page 19 2006 MANUAL SERVMOBILE Item Number Desc Quantity Price Part Required Cost Date 9 17 2008 Desc 50 90 A NOZZLE Sena NEN ant ps JE Enter item number of item to be added or click the button to display the parts list to select the item to be added REQUIRED Tf the device being used is a Symbol PDT 8100 or Dolphin 7400 equipped with a scanner or a PP 55 printer with scanner the item number can be scanned from a bar code which will populate item details as detailed below Automatically populated if item number was found in parts database If the item number is not found an item description should be added Click the button next to the description to expand the item description view to allow for additional data into the item description field A quantity of parts used for order should be entered Automatically populated if item number was found in parts database If the item number is not found or is a non stock item a price for the item should be entered Allows user to mark an it
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