Create Service Order

This chapter describes how you can create a service order using the Beyond Mobile Service app.

To create a service order, proceed as follows:

  1. Unlock your mobile device.
  2. Open the Beyond Mobile Service app.
  3. Tap Sign In and log in with your user data.
  4. Tap Work Orders.
  5. The Work Orders screen is displayed.
    work-orders
  6. To open the menu for creating a new service order, tap the plus icon at the bottom of the screen.
  7. The Create Work Order window is displayed.
    create-service-order-window
  8. Select the Customer search mode. Alternatively, you can also search using the serial number of a service item.
  9. Tap in the Customer input field.
  10. The Search... Customer window is displayed.
    search-customer
  11. Enter a customer in the search field and select it.
  12. The app returns to the Create Work Order window. The Machine input field is displayed.
    create-service-order-window-customer-selected
  13. Tap the Machine input field to specify the service item.
  14. The Search… Machine window is displayed. By default, all of the customer's service items are not displayed. Enter a search term and select the appropriate service item for the customer.
  15. After selecting the machine, the app returns to the Create Work Order window.
  16. Open the dropdown list and select a service order type from the available options. For more information on how to add a service order type for use in Beyond Mobile Service, see the chapter Add Service Order Types.
  17. After selecting the service order type, the app returns to the Create Work Order window.
  18. To create the service order, tap the Create button.

You have created a service order.