How to Create a Service Report Using Mobile
Follow these seven steps to create and submit a paid service report. The same form lets you choose whether the service is free or chargeable.
Select the service type and customer
Choose Free or Chargeable, then select the customer.
Select the machine and service details
Select the machine/model being serviced and the service date. Choose the service engineer; when logged in through a service engineer account, the engineer name is displayed automatically.
Steps 1 and 2 are shown together in the screenshot above.
Add spare parts, if applicable
Check the service entitlement shown on screen. In the example, two free services have already been used, so the current service is chargeable. Select the spare part being replaced.
Review charges and enter service details
For a selected spare part, the system fills in the admin-configured price and applicable GST. Review the charges and enter the service remarks and report status as required.
Record payment details, if applicable
If the customer makes a full or partial payment, record the payment details in the report. Review the amount summary and balance payable.
Save or submit the report
Use Save Report to save the report, or select Submit & Email PDF to submit it and generate a PDF report.
Choose whether to email the customer
In the submission confirmation, leave the email option selected to send the PDF to the customer. If the customer does not have an email address, untick the email option and submit; the report will be saved in LionCRM.IN.