Step 1: Log in as Service Engineer
Log in through the LionCRM.IN mobile web app or mobile browser using your Service Engineer credentials. Select “Scanned Reports”.
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Step 2: Choose the Service Type
Choose Paid Service or Free Service, as applicable.
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Step 3: Enter the Service Details
For a paid service, enter the amount and a short description of the work completed.
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Step 4: Capture the Signed Report
Take a clear photo of the manually signed service report, or choose an existing image or file.
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Step 5: Upload the Report
Select “Upload for review” to submit the scanned report.
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Step 6: Review the Uploaded Document
In the service report list, select “View” to inspect the uploaded report.
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Step 7: Confirm the Uploaded Report
Check that the complete report is visible, readable, and includes the customer’s signature.
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Important Points
- Ensure the signed report is clear and complete.
- Enter the correct amount for paid services.
- Review the uploaded report before leaving the customer location.
Need help? admin@nissiinfotech.com