About this Release

This release represents a major improvement to the ESB and major and mostly minor improvements to the mobile application. 

Mobile Application Release Notes

New Features

The large form factor version of ServiceMobility now provides the ability to create a service estimate for the customer.  

1. User prepares work orders as service requires.
2. User taps estimate icon icon (as shown below) to capture signature for estimate.
3. User confirms customer/email information is correct (defaults to primary location contact).  A different contact may be chosen by selecting the customer name dropdown.  The user may add one or more email addresses in the estimate email field.
4. User may tap Decline to capture create an estimate and capture a decline estimate reason code or Accept to just create a estimate.  All estimates created will appear in the Estimate History tab.

The large form factor version of ServiceMobility now provides a view into the estimate history for a customer.  From the estimate history screen, the user may view a list of estimates previously provided to the customer.  They may then drill into the estimate to view the associated details, and promote the estimate to the current work order if desired.

The large form factor of ServiceMobility now allows a user to create a new work order from a predefined template.  This streamlines the creation of service and sales opportunities while onsite with the customer.  The template can be functional as stand-alone work orders or pull in any fields or properties from a work different work order as specified by the template.

ServiceMobility has enhanced the FlexForm definition to optionally allow a form to be minimized by default.  This can be achieved by adding the following information to the Rules property of the FlexForm object definition (via the FlexForm Rest API) that you would like to have minimized by default:

"Rules": "({startMinimized: function (bll) {return true;}})"

ServiceMobility can now be configured to require a reason code to be selected when a user toggles the work order in warranty.  The warranty reason codes are client-configurable via System Category 25.

The warranty reason code will be required upon manually changing a work order to in warranty by setting the WorkOrder.warrantyReasonRequired property in the Mobile Configuration API to true.

The large form factor version of ServiceMobility now allows a user to schedule a follow-up service event when required.  The Schedule Follow-up functionality control is accessible via the Status Panel on the Work Order Overview tab when a work order status of Closed-Incomplete (or equivalent if localized) is selected.  

The FlexForms displayed in the follow-up job booking process is defined in system category 27.

Step 1: Specify Return Date and Search for Open Appointment Slots

Step 2: Select Open Appointment Slot and Book Follow-up Service Event

ServiceMobility now allows the client to optionally hide the time banner utilized by the automated time entry system. This can be achieved by setting the WorkOrder.hideTimeBanner property in the Mobile Configuration API to true.

ServiceMobility now provides the ability to inform users when the receipt of a shipment is past due and optionally requires any past due shipments to be received prior to viewing or completing scheduled work.

To provide a reminder to the user that the receipt of a shipment is past due, provide the due date in the Load API payload via the DueDateUTC property.  Once this due date passes, the user will then receive the reminders.

Forcing a user to receive past due shipments prior continuing any scheduled work can be achieved by setting the Inventory.canDismissLoadReminder property in the Mobile Configuration API to false.

ServiceMobility now optionally allows work orders to remain visible on the schedule once rejected.  This can be achieved by setting the WorkOrder.saveRejected property in the Mobile Configuration API to true.

ServiceMobility now provides a configuration to restrict the ability for a user to reject a work order until a specified number of minutes prior to the start of that work order.  This can be achieved by setting the WorkOrder.rejectThresholdInMinutes property of the Mobile Configuration API to the desired interval (in minutes).  Therefore, this setting could be used in the following ways:

• Set WorkOrder.rejectThresholdInMinutes = -1 to remove any restricts and allow the user to reject the work order at any time prior to the planned start date and time.
• Set WorkOrder.rejectThresholdInMinutes = 0 to only allow the user to reject the work order once the work order reaches the planned start date and time.
• Set WorkOrder.rejectThresholdInMinutes = 60 to only allow the user to reject the work order once the work order reaches one hour prior to the planned start date and time.

Application Changes

FIXED Fixed an issue where the signature panel was pre-populated with a smaller (cached) signature that was previously entered while onsite at that customer location.

ESB Release Notes