TechService on Android for SME - Revision history

Marks at 18:49, 23 July 2013

2013-07-23T18:49:13Z

2013-07-23T18:46:39Z

Document Download, Modify, and Upload Guide

2013-07-23T18:45:42Z

2012-09-04T18:56:23Z

2012-08-29T22:59:21Z

Choose sections of orders to show / hide (Preferences)

2012-08-29T22:57:58Z

Choose sections of orders to show / hide

2012-08-28T15:49:36Z

Timeclock

2012-08-27T20:43:57Z

Log Out

2012-08-27T20:41:51Z

2012-08-27T20:37:49Z

@@ Line 1: / Line 1: @@
 This application is now called SME Mobile for Android and can be downloaded from Google Play:
 Technicians can access and update their open orders using their native SME Android application.
@@ Line 109: / Line 110: @@
 <h3>Documents</h3>
 We recommend using ES File Explorer to manage download and upload document.
+https://play.google.com/store/apps/details?id=com.estrongs.android.pop.cupcake
 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)
@@ Line 117: / Line 118: @@
 <br>[[File:PictureUploadedFromTechsService.png]]
-====Document Download, Modify, and Upload Guide====
+<h4>Document Download, Modify, and Upload Guide</h4>
-This guide for managing documents is good if you have a document such as an inspection form that you want techs to download, update or modify the document and upload the modified document back into SME.
+This guide for managing documents is good if you have a document such as an inspection form that you want techs to download, update or modify the document and upload the modified document back into SME.  These instructions relate to using ES File Explorer app: https://play.google.com/store/apps/details?id=com.estrongs.android.pop.cupcake
 Thanks to Pete from FirePro for providing these instructions!

@@ Line 117: / Line 117: @@
 <br>[[File:PictureUploadedFromTechsService.png]]
-===Document Download, Modify, and Upload Guide===
+====Document Download, Modify, and Upload Guide====
 This guide for managing documents is good if you have a document such as an inspection form that you want techs to download, update or modify the document and upload the modified document back into SME.
 Thanks to Pete from FirePro for providing these instructions!
 .       Start SME App

@@ Line 1: / Line 1: @@
 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
@@ Line 106: / Line 108: @@
 <h3>Documents</h3>
 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)
@@ Line 111: / Line 116: @@
 <br>[[File:TakePicture_TechService.png]]
 <br>[[File:PictureUploadedFromTechsService.png]]
 <h3>Custom Fields</h3>

@@ Line 90: / Line 90: @@
 <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 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.
+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 your 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>1. Go to '''Setup''' module > '''Users'''

@@ Line 38: / Line 38: @@
 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 note show (unchecked).
+<br>In the Preferences window, you will see all the options you can choose to show (checked) or not show (unchecked).
 <br>[[File:PreferencesAndroid.png]]

@@ Line 35: / Line 35: @@
 <br>[[File:AndroidLogout.png]]
-== Choose sections of orders to show / hide ==
+== Choose sections of orders to show / hide (Preferences)==
 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)

@@ Line 42: / Line 42: @@
 == Timeclock ==
-In the Settings menu click Timeclock > Clock In. SME will track the time that you logged in and logged out.
+In the Settings menu tap Timeclock > Clock In. SME will track the time that you logged in and logged out.
 <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.

@@ Line 32: / Line 32: @@
 == Log Out ==
-If you want to log out so you can login as another tech, Tap '''Settings''' >''' Reset'''.
+If you want to log out so you can login as another tech, tap '''Settings''' >''' Reset'''.
 <br>[[File:AndroidLogout.png]]
 == Choose sections of orders to show / hide ==

@@ Line 114: / Line 114: @@
 <h3>Custom Fields</h3>
+The custom fields you created in SME for service orders will show in this section if the '''Show in Tech Portal''' box is checked in the Custom Table Designer window.
 <h3>Signature</h3>

← Older revision		Revision as of 20:37, 27 August 2012
Line 42:		Line 42:
	<br>[[File:PreferencesAndroid.png]]		<br>[[File:PreferencesAndroid.png]]

		+	== Timeclock ==
		+	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>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>[[File:TechUserRecord_LogTab.png]]

	== Assigning Orders to Techs ==		== Assigning Orders to Techs ==