Editing TechService on Android for SME
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Technicians can access and update their open orders using their native SME Android application. | Technicians can access and update their open orders using their native SME Android application. | ||
<br>- Access and update open orders assigned to them in SME | <br>- Access and update open orders assigned to them in SME | ||
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<br>[[File:AndroidLogout.png]] | <br>[[File:AndroidLogout.png]] | ||
− | == Choose sections of orders to show / hide | + | == Choose sections of orders to show / hide == |
You can choose which sections of the orders you are viewing such as customer equipment and signature. From the Settings button, tap preferences (image below - the Settings button is shown at the top in the screenshot, but on some Android devices it is a hard button at the bottom of your device) | You can choose which sections of the orders you are viewing such as customer equipment and signature. From the Settings button, tap preferences (image below - the Settings button is shown at the top in the screenshot, but on some Android devices it is a hard button at the bottom of your device) | ||
− | <br>In the Preferences window, you will see all the options you can choose to show (checked) or | + | <br>In the Preferences window, you will see all the options you can choose to show (checked) or note show (unchecked). |
<br>[[File:PreferencesAndroid.png]] | <br>[[File:PreferencesAndroid.png]] | ||
== Timeclock == | == Timeclock == | ||
− | In the Settings menu | + | In the Settings menu click Timeclock > Clock In. SME will track the time that you logged in and logged out. |
<br>[[File:Timeclock_TechService.png]] | <br>[[File:Timeclock_TechService.png]] | ||
<br>Go to the Tech's User Record in the Setup module and click the Log tab to view your technicians Log in and Log out times. | <br>Go to the Tech's User Record in the Setup module and click the Log tab to view your technicians Log in and Log out times. | ||
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<h4>Allocating Stock for material added in TechService on Android</h4> | <h4>Allocating Stock for material added in TechService on Android</h4> | ||
− | If you are creating a warehouse in SME for your technician's truck, you can assign that warehouse as your technician's default warehouse. That way, when | + | If you are creating a warehouse in SME for your technician's truck, you can assign that warehouse as your technician's default warehouse. That way, when you tech adds stock from TechService on Android, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse. |
<br>To set a default warehouse for your technician: | <br>To set a default warehouse for your technician: | ||
<br>1. Go to '''Setup''' module > '''Users''' | <br>1. Go to '''Setup''' module > '''Users''' | ||
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<h3>Documents</h3> | <h3>Documents</h3> | ||
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In the Documents section you can view any documents added to the order in SME (the document must not be linked, but stored in the database to be accessible on TechService for Android) | In the Documents section you can view any documents added to the order in SME (the document must not be linked, but stored in the database to be accessible on TechService for Android) | ||
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<br>[[File:TakePicture_TechService.png]] | <br>[[File:TakePicture_TechService.png]] | ||
<br>[[File:PictureUploadedFromTechsService.png]] | <br>[[File:PictureUploadedFromTechsService.png]] | ||
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<h3>Custom Fields</h3> | <h3>Custom Fields</h3> |