Mobile Application Release Notes
New Features
Inventory Management Module
ServiceMobility now supports the ability to disposition a part when receiving an inventory shipment. Any dispositioned part (i.e. damaged, wrong part, etc) will be put in its own bucket in inventory.
ServiceMobility now supports the ability to associated FlexViews for a part within the physical inventory process. These FlexViews will be displayed on both the list and in the part detail.
ServiceMobility now supports the ability to require technicians to enter a validation code when transferring inventory. The validation code will be entered in on both technicians' devices to ensure that the parts being transferred matching on both devices. This validation code is takes into account current device date, the specific parts, their quantities, serial numbers (if serial-controlled), the technician receiving the inventory, and the technician transferring the inventory. The transfer may only go through if the correct validation code is provided.
ServiceMobility now provides the transfer history to the technician for any transfers that have not been completed from both parties. This is available within inventory transfer process.
Work Order Module
ServiceMobility now supports the ability to restrict mobile functionality within work order for helper technicians.
ServiceMobility now provides the ability to require the technician to capture a valid asset serial number prior to closing the work order. If a valid serial number has not been entered, the technician will receive a pop-up message indicating that a valid asset serial number must be captured prior to closing the work order. This is validated against a regular expression passed in with the work order property WorkOrder.Rules.SerialNumPattern and only enforced when WorkOrder.Rules.IsAssetSerialNumReq is true.
ServiceMobility now provides the ability to require the technician to capture a valid service code prior to closing the work order. If a valid service code has not been captured, the technician will receive a pop-up message indicating that a service code must be captured prior to closing the work order. This is enforced when the property WorkOrder.Rules.IsServiceCodeReq is true.
ServiceMobility now sets the IsRead flag on the work order to true when the technician navigates to the Work Order Preview screen. This information is sent back to ServiceScheduling and will be represented under the contacted status.
FlexViews within ServiceMobility now support the mailto link. If a mailto link is passed in, the application will navigate to the device's default email application, and the information in the link will pre-populate the appropriate fields.
ServiceMobility now persists the state of the work order when a work order has been paused. If the user had previously paused a work order and clears the cache on the browser, the work order will now remember that the work order is in a paused state.
When duplicating a work order within the mobile application, discounts, FlexForms, and tax information is now copied from the original work order to the one.
ServiceMobility now supports flagging a work order for excessive service. When the excessive service flag is set to true, a visual indicator is displayed on technician's schedule as well as on the Work Order Preview screen.
ServiceMobility's pricing model has been enhanced to support both tier and account-specific pricing. Now, when a line item is added to the work order, the application will first check to see if account-specific pricing exists for the newly added part. If an account-specific price is found, that price will be used as the base price. If no account-specific pricing exists, the application will then check for tier specific pricing (if the account is associated with a pricing tier). If a tier-specific price is found, that price will be used as the base price. If not, the retail price will be used as the base price.
Note: After the base price is found, discounts are then applied to that price.
ServiceMobility now allows the technician to email a work order estimate directly to the customer, provided that the property WorkOrder.EmailEstimate is true.
ServiceMobility now provides the technician with the ability to schedule follow-up service directly from their mobile device when the third party Appointment Search and Book Job REST APIs are implemented by the client. The technician may request available appointment windows for a given day. Upon receiving them back from Appointment Search API, they may select one and book follow-up service in real-time through the Book Job REST API.
ServiceMobility now allows the technician to toggle the repeat call flag (on/off) from within the mobile application, provided the work order property WorkOrder.Rules.CanEditRepeatCall is true.
ServiceMobility now allows the technician to modify the work order type flag from within the mobile application. This is allowed when the work order property WorkOrder.Rules.CanEditOrderType is true.
ServiceMobility now supports IVR call ahead when integrated to a third party IVR system. The technician may indicate the work order contact to target and the message they would like to send (customer configurable). The technician may then track the status via the mobile application.
ServiceMobility now supports the ability to flag one or more FlexForms to be included on the customer invoice PDF (and emailed to the customer).
ServiceMobility now supports the ability to add a disposition (damaged, etc) to a part when returning it within a work order. These parts are then put into their own disposition bucket within inventory. Dispositions are configurable through system categories.
ServiceMobility now empowers the technician authorize service contracts within the field. Service contracts may be restricted by valid service codes, serial numbers, and require the technician to enter a valid authorization code. This functionality is available when the work order property WorkOrder.Rules.CanUseServiceContract is set to true.
ServiceMobility now provides visibility into their peers' inventory through the parts locator functionality. A technician may locate a required part when searching the parts catalog within the work order module or from the inventory management module. All technicians and warehouse locations associated with their work center having the requested part will be provided along with their contact information in both list and on a map (in order of distance).
ServiceMobility now supports the ability to restrict a technician from closing a work order that contains ordered parts with the status of closed-complete if one or more parts are not paid in full or designated to ship to the technician. This is enforced when the work order property WorkOrder.Rules.ValidateMailOrderParts is true.
Application Changes
Work Order Module
ServiceMobility previously displayed "No Title" on the technician's schedule when a work order title was missing. A change has been made to simply omit that field when no title has been provided.
Enhancements have been made to the parts availability functionality for ordered parts. The technician may now specify the urgency (standard, urgent) and the delivery location (bill-to address, service address, technician) when checking for availability.
Advanced shipped parts on a work order will no longer require the technician to receive those parts into inventory prior to closing the work order.
