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Astea Mobile App Training Astea Mobile App Training

Astea Mobile App Training - PowerPoint Presentation

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Uploaded On 2018-01-11

Astea Mobile App Training - PPT Presentation

Customer Unavailable Module Technician en route to customer site Start Customer Unavailable En Route to Customer Site 2 Module Overview In this module you will learn the process of working a Service Ticket in Astea in the event that you are in route to the customer site and you are info ID: 622585

site customer icon route customer site route icon unavailable previous stop legend work action click select button activity tab

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Presentation Transcript

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Astea Mobile App Training

Customer Unavailable Module(Technician en route to customer site)

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Customer Unavailable (En Route to Customer Site)

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Module Overview

In this module you will learn the process of working a Service Ticket in Astea in the event that you are in route to the customer site and you are informed that the customer is unavailable.

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Customer Unavailable (En Route to Customer Site)

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In this scenario, you are en route to the client and have been informed that the customer is not available.

As you have started work and travel to the site, the next step is to complete the ticket using the correct stop code.

In a safe location, go into Astea and complete the Service Ticket.

Note: Branch management will determine actual charge to customer.

Action: Select the Materials tab

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Customer Unavailable (En Route to Customer Site)

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Select the Completion tab and complete the codes, checklist, etc., noting that the customer was unavailable.

Note: This process is the same as other tickets.

Action: Select Completion tab

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Customer Unavailable (En Route to Customer Site)

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After completing completion entries, including Completion Checklist, proceed to the Activities tab to Stop Work and resolve the service order.

Action: Select Activities tab

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Select the Activity by clicking on the date.

By clicking on the date, the activity details will expand on the screen. Since this Service Order was recently opened on the device, note that the Status is "Open".

Action: Click on the Date

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Customer Unavailable (En Route to Customer Site)

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After all labor has been completed for this Service Order, Click on the Stop Work button.

Action: Click on the Stop Work button

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Because the work could not be performed due to customer unavailability, the Stop Code will need to updated accordingly.

Action: Select the Stop code field

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Customer Unavailable (En Route to Customer Site)

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Because the work could not be performed due to customer unavailability, the Stop Code will need to updated accordingly.

Action: Select “CUST NOT AVAIL” and Click on the

Done button

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Customer Unavailable (En Route to Customer Site)

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Save the Stop Work activity by clicking the down arrow box icon at the bottom of the screen.

Action

: Click on the

Save icon in the footer

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Customer Unavailable (En Route to Customer Site)

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By clicking on the Stop Work butt, the clock stops tracking your on-site time (i.e., time which will be billed to the customer). Note that after Stop Work is selected, the Status changes to "Fulfilled" and a timestamp is now listed in the "End" field in the activity details.

“Customer Unavailable” should be entered into Customer Signature and normal close process should be followed

This concludes this module.

Click on the Next button below

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Activity

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Common icons used throughout the Astea application

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Click on the Return button below to resume presentation