SAP Business One Service Mobile App

Provide on-site services for customers by easily and efficiently reviewing and resolving assigned service tickets

SAP Business One Service enables you to perform the following over Wi-Fi
or cellular networks:

Dedicated

  • View and filter your service tickets and synchronize them to your calendar.
  • Resolve your service tickets:
    • Edit, close, share and print service tickets.
    • Scan barcodes or QR codes to identify items as needed and update information.
    • User favorite options to check in and check out, call customers, take photos and view service
      history.
    • Take quick actions to manage sales orders that are links to a service call.
  • View your Key Performance indicators.

SAP Business One Service Mobile App Features

With SAP Business One on Cloud, your business can expect

Technical Information

 

Requirment for iOS

  • SAP Business One 9.3 PL04, version for SAP HANA, or higher
  • Apple iPhone 5 or newer, iOS 8.0 or higher
  • Download from Apple App Store
  • Filter your service tickets.
  • Supports: Service Layer, SAP Business One Analytics, and App Framework
  • License: Professional, Limited CRM and Mobile Service users (new)
  • Security: Basic access authentication at logon, license-based function-level and user-based data-level authorization (data ownership), valid SSL certificates enforced, Apple Face/Touch ID
  • Languages: All 27 languages of SAP Business One
  • Setup Prerequisites: Ensure Enable Multiple Scheduling for Service Calls is activated in SAP Business One system. Refer to the How to Guide for important prerequisite details.
  • Connection Flow:

 

 

 

Requirment for Android

  • SAP Business One 9.3 PL80, version for SAP HANA, orhigher
  • Android 5.1 and newer
  • Download from Google Play Store

Requirment for SAP Business One Cloud

  • SAP Business One Cloud 1.1 PL09 or higher
  • SAP Business One 9.3 PL04, version for SAP HANA, or higher
  • Install the Mobile Service component in the Cloud Control Centre

Getting Started

 

Home Page

  • Overview of your service tickets
  • Call your customers
  • View customer locations on a map.
  • Filter your service tickets.
  • Check and synchronize your service tickets in your
    monthly calendar.
  • Configure your personal settings

Key Performance Indicator (KPI) Screen shows:

  • Monthly close tickets.
  • Yearly in-service rate
  • Top 5 fix item
  • Top 5 visited customers
  • Customize the KPI dashboard

Configuring Settings

 

Features:

  • Display your company name and user code
  • Offline settings enables you to download service ticket data and
    manage service tickets edited offline
  • Display or hide user-defined fields (UDFs).
  • Touch ID/Face ID configuration available depending on your mobile
    device.
  • Access online help.
  • Log out activities.

Ticket Details

 

Efficiently manage and resolve your service tickets online

  • View, edit, close, share and print your service tickets easily.
  • The information banner on the top of the page shows the validity of the service
    contract for the item in the service ticket.
  • Quickly review service contract details.
  • Check address location on map.
  • Access favorite options:
    • Check in
    • Phone call
    • Take Photo
    • Service History
ticket details

Identifying Items

 

Easily identify an item by its Serial Number or Manufacturer Serial Number or the Item Code.

  • Scan bar code or QR code to identify items for Serial Number or
    Manufacturer Serial Numbers and add/update the information.
  • Option to turn on a flashlight when scanning.
  • Set pricing mode for items as Gross, Net or Mix Mode.

Favorite Options

 

Use favorite options to easily access important information relating to your services ticket.

  • Check In (Out) enables you to optionally check in and out in an open
    service ticket.
  • Phone Call allows you to easily call your customer with a valid phone
    number.
  • Take Photo enables you to capture important details or images for an
    open service ticket.
  • Service History allows you to view a list of all other service call records
    that contain the item in the current service ticket.

Quick Actions

 

Take quick actions to efficiently manage the service call process.

  • Manage sales orders that are linked to a service call
  • Add a resolution for a service ticket
  • View the service contract for an item
  • View attachments of and add photos to a service call

Managing Sales Orders

 

Easily view,edit,create,duplicate and cancel sales orders that are linked to a services call that belongs to your service ticket.

  • Quickly view sales orders in the service call relating to the
    service ticket
  • Open tab displays the list of open sales orders and the
    document number.
  • All tab displays a list of all the sales orders that are linked to
    the service call relating to the service ticket.
  • Approval Status tab enables you to check the approval
    progress of edited sales orders which are pending approval by
    the manager
  • Add approved sales orders to the relevant service calls.
  • Flexibility to update sales orders during and after approval
    process.
  • Easily tap into the sales order for more information such as
    items, financial and logistics information and payment details.

Managing Attachments

 

Attachments can include critical details of a service call relating to your service ticket.

  • View a list of all attachments that are linked to the service call
    which your current ticket belongs.
  • Easily download and view an attachment.
  • Add photos for an open service ticket.

Ticket Summary

 

The ticket summary allows you to review and capture a report for your service ticket.

  • View and confirm the service ticket details
  • Easily capture a customer signature by signing
    on your phone screen and confirming the
    signature.
  • Create a PDF to generate a formal report for the
    service ticket.
  • Select a portable Bluetooth thermal printer to
    easily print the ticket summary.

Working Offline

 

No internet access? Simply download the latest service ticket data to your mobile device in advance.

  • Resolve downloaded service tickets offline
  • Upload the edited service tickets when you are online again.
  • Note that when you are offline, you will not be able to perform any action
    that requires internet connection.

Manage personal data to conform with data privacy legislation.

  • Customer personal data can be cleared manually and is cleared
    automatically by SAP Business One Service in specific scenarios.
  • Easily clear customer personal data contained in the changes that you
    make offline for a service ticket.
  • Clear customer personal data contained in the downloaded or cached
    data.

Summary

  • Streamlined job management for mobile technicians
  • Using service layer and Fiori-style design
  • SAP HANA analytics elements
  • Easy setup, user-oriented, high usability
  • New, affordable license option
  • Comprehensive security

How Ensivo Solutions Can Help You Increase your Growth?

Ensivo Solution with its varied experience rich employees can certainly help you build your business profile and help you grow  further