TechService on Android for SME
Technicians can access and update their open orders using their native SME Android application.
- Access and update open orders assigned to them in SME
- Open an order and view that customers equipment list
- Add Material, Labor, and Services to the order
- Add Services Performed
- Collect Customer Signature
- Timer to track how long the tech worked on an order
- Update order status and close orders
- Clock In / Clock Out to tracking
- Access to custom fields created for orders in SME
Install
Download the Tech Service for SME on Android application from the Android Market.
Search for “TechService for SME”. Download the application and open on your Android.
Log In
You will need WebServices installed to run TechService for SME. Contact High5 support if it is not installed. Once installed, High 5 Software will provide you with your Company ID and Company Key which will be used when logging in.
User needs to be assigned a TechID and Web Access Password to log in.
To assign a Tech ID and Tech Password:
- Open SME and login.
- Go to Setup module > Users.
- Search for your technician or add the tech
- On the Details and Settings tab, enter an Employee ID for the tech. When your technician enters services performed on an order, the note will be time and date stamped. In the time stamp line, you will also see the Employee ID.
- On the Technician Settings tab, enter a Web Access Password.
Log Out
If you want to log out so you can login as another tech, Tap Settings > Reset.
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)
In the Preferences window, you will see all the options you can choose to show (checked) or note show (unchecked).
Assigning Orders to Techs
The technician logged into TechService on Android will see all of their open orders. This includes any open order where labor is scheduled for them or if their name is selected in the Assigned to field.
Updating open orders
Search for orders
The order list shows all open orders assigned to the tech logged in. Use the filter field at the top to search and tap the order to open.
Order Details
When you open an order, you will see the Order Navigation window. You will see the sections of the order you chose to show in your preferences. On this screen you can change the order status, select the various sections to see order details, start timer, close the order, and go back to your order list.
In each section of an order, you will see navigation at the bottom.
Order List - goes back to your open order list
Order Nav - goes back to the order navigation window where you can change the status and choose specific sections of the order
Next - goes to the next order section
Order Summary section
In the Order Summary section you can view the site address, contact info, due date, SLA Category and more. Tap the address to map the site address.
Services Requested