You can create service requests on your mobile device and they will automatically show up in the Back Office application.
To create a service request on mobile device
1. On the Home screen, tap Service Requests, and then on the Service Requests screen, tap + (plus).
2. On the Customers screen, tap appropriate customer; and then on the SR Types screen, tap appropriate service request type.
Note When you tap different customers, you may see different service request types in the list. It happens because each service request type may have assigned customers, and if so, such type will be hidden when you tap other customers that are not assigned to it.
- If a service request type has assigned customers, you will see it on the SR Type screen only if you tap one of these customers.
- If a service request type has no assigned customers, you will see it on the SR Type screen anyway, no matter what customer you tap.
3. Enter appropriate information on the Vehicle screen, the Services screen, the Questions screen, and the Claim screen, and then click Save on the last screen, whichever it is.
Note You may see the screens described below in a different order or you may not see some of the screens at all. For example, you may see the Services screen before the Vehicle screen, and vice versa; you may see the Claim screen and the Questions screen, or not. The order and the visibility of the screens depend on the wizard settings of the service request type that you selected.
The Vehicle screen
On the Vehicle screen, you can enter the following information:
VIN#: You can use a camera with autofocus system to decode a VIN or you can enter the VIN by using the keyboard. After the VIN is decoded, the make, model, and year fields should be populated automatically.
Make: You can select the vehicle’s make, if for some reason it is not decoded or not correct.
Model: You can select the vehicle’s model, if for some reason it is not decoded or not correct.
Color: You can select the color from the Vehicle Colors list which can be modified in the Back Office application.
Year: You can select the vehicle’s year, if for some reason it is not decoded or not correct.
Mileage: You can type the vehicle’s mileage, if needed.
Fuel Tank Level: You can type how much fuel is there in the vehicle’s tank.
Type: You can select the type from the Vehicle Types list which can be modified in the Back Office application.
PO#: You can specify the purchase order number, if the customer provided it.
Stock#: You can use an auto-focus camera to decode a Stock# or you can type the Stock#.
RO#: You can specify the repair order number, if you know it.
License Plate: You can specify the vehicle’s license plate, if it is important.
Date: By default the Date field is populated with the current date, but if needed, you can pick another date in the calendar.
Tech: By default the Tech field is populated with the current user (who logged in to ReconPro on this device), but if needed, you can select another user from the team associated with this device.
Owner: You can select the vehicle owner, if different from customer.
Note On your device you may not see some of the fields described above. Also some of the fields that you see can be required. The fields on the Vehicle screen can be configured as visible and required in the vehicle info settings of particular service request type.
The Services screen
On the Services screen, you can enter services required for the vehicle.
- On the Services screen, tap the Wrench-and-Hammer icon in the lower-left corner of the screen to see the list of services.
Note You will see the services that are included to the service package associated with the service request type you selected. If the All Services service package is associated with the given service request type, then you will see all the services provided by your company.
- On the Select Services screen, tap the services you want to select, and then tap Add.
Tip If you want to change the default service price, tap the price next to appropriate service, and use the keyboard to enter the new price.
The Questions screen
On the Questions screen, you can enter information related to the vehicle condition and required services.
Note Questions are configured on the Question Forms page in the Back Office application. Question form may include various types of questions. For example, you may be prompted to answer a “yes/no” or “traffic-light” question, select one answer or multiple answers in the list, take a photo or make a note, and other.
Tip If question form has multiple question sections with multiple questions, you need to swipe down to see all questions in the form.
Note On the Questions screen, you see the questions form associated with the service request type you selected. If service request type is associated with several question forms, each of them will be shown on a separate screen.
The Claim screen
On the Claim screen you can enter the following information:
Insurance Company: You can select the company that provides insurance services to the customer from the Insurance Companies list which is configured in the Back Office application.
Claim#: You can specify the insurance claim number, if available or required.
Policy#: You can specify the insurance policy number, if available or required.
Deductible: You can specify the amount that insurance company will deduct from the claim payment.
Accident Date: You can select the date when the car accident happened or the damage appeared.
Note On your device you may not see some of the fields described above. Also some of the fields that you see can be required. The fields on the Claim screen can be configured as visible and required in the claim info settings of particular service request type.