User guide
pobvol Service Solution
Power App pssService Phone
Version: 8'25
English / Deutsch

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Service orders & reminders

Service orders are appointments aligned with customers. Reminders help your service team not to forget future service activities.

Data for both are added, changed and deleted in the app pssService Board by users of the app group 'Service Orders'. The solution itself creates also reminders as soon as a service report of type inspection / maintenance / check is approved.

Data is saved in the SharePoint-lists "Serviceauftraege" and "ServiceauftraegeP". Service orders are saved additionally in an Outlook calendar. Outlook sends these appointments to the technicians and, if activated, to the customers.

Note: You can continue to manage your service appointments as before, e.g. in Outlook or via Excel lists. The app must not be used for the same.

Inhalt

Chart: My Week
Chart: Service orders (Team)
Service order data
Customer device(s)
Customer
Attachment(s)

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Chart: My Week

The start screen of the app pssService Phone displays the number of orders and reminders per day in a bar chart for a given period. The period always covers one week (first day of the week is Monday).

With a click on this icon, the period (Mon-Sun) will be reset to the current week.

Back: By clicking on this icon, the period (Mon-Sun) will be decreased by one week.

Next: By clicking on this icon, the period (Mon-Sun) will be extended by one week.

A click on a bar in the chart opens the 'My Day' screen and displays the open appointments, recorded tasks, and returns for the selected day.

Screen: My day

By clicking on an order / reminder, the 'Service Order' screen will be displayed.

Screen: Service order

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Service orders (Team)

The start screen of the app pssService Phone displays a bar chart, showing the number of open service orders and reminders of the team per day for the selected period. The period is determined by the chart "My Week." The team's data is counted. If the app has been launched via Power Apps Mobile, the data for the current week is stored in the cache and is also available offline.

A click on the diagram opens the screen "Service orders". All open orders and reminders of the team for the period will be listed.

Screen: Service orders

The list can be filtered by entering a search term in the search field. The entries in which the search term is found will then be listed. The following will be checked: device type, service type, checklist, customer number, customer name, customer city, start time, month, year, technician name, inventory number, manufacturer, inventory designation (device type), customer order data (customer order number, order date, ordered by).

Sorting: The list is sorted by start time in ascending/descending order and by customer name in ascending order. By clicking this icon, the sorting of the list switches from ascending to descending and vice versa.

Clicking on an entry will display the 'Service Order' screen.

Screen: Service order

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Service order data

The app pssService Phone displays the order data on the screen 'Service Order'.

Container: Service order data

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Customer device(s)

Each order/reminder is associated with at least one customer inventory. However, multiple entries of the same type (e.g., forklifts, ladders, etc.) can also be assigned.

Container: Customer device(s)

Clicking on an inventory will display the screen "Service activity", if the service activity exists. Otherwise, the screen "New Service activity" will be displayed.

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Customer

The app pssService Phone displays customer data on the screen 'Service Order'.

Container: Customer

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Attachments

The app pssService Phone displays attachments on the screen 'Service Order'.

Container: Attachments

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