9.4 | Looking up Customer and Equipment History
The easiest way to get to a customer might be to click the hyperlink in a work order or other form.
You could use the Search button at the bottom of your screen. Keep in mind, that button and be programmed to search many different lists but the default is Customers:Jobs.
Once you make into the customer’s record, you have a lot of different places you can go to study service history and more.
Add Work Orders
This feature allows users to quickly add new Work Orders to their database. Users may also new add Work Orders from the Customer: Job List. This data view option will prompt the user to enter search criteria for a Customer: Job.
Enter a few characters of the Customer: Job name to display a list of Customer: Jobs. Click the radio button box next to the Customer: Job to select it, and then click the “Next” button to continue.
The next page to appear will be the Work Order form.
This form, as with other common forms found in the Aptora Mobile II software, will display a green menu icon in the top right corner. When clicked, a work order menu list will be displayed (shown below).
This form, as with other common forms found in the Aptora Mobile II software, will display a green menu icon in the top right corner. When clicked, a work order menu list will be displayed (shown below).
Work Order Menu Explained
- Add Equipment – Click to add Equipment
- Add PO – Click to create a Purchase Order from the current Work Order
- Add Timesheet– Click to Add Time Sheet Entry
- Capture Signature – Click to capture a customer signature Send Email – Click to Email the current Work Order
- Print Preview – Click to Print/Preview the current Work Order Add Invoice – Click to create a new Invoice from the current Work Order
- WO Settings – Click to customize Work Order Settings
- Close – Click to close the menu pop-out