Phase 1: The Mobile App Experience (For Service Technicians)
Step 1: Check Your Inbox
- Open the DMS Mobile App.
- Navigate to the Inbox and select the Service Department tab.
- Here, you will see a dashboard of your assigned tasks, grouped into three categories: Installations, AMC Services, and Complaints.
Step 2: Review Visit Details
- Tap on any assigned visit to open the details page.
- You will see the Client's Name, the exact Lift Location, and a history of Activity Logs so you know what has happened with this client previously.
Step 3: Execute the Visit
- Once you arrive at the location, tap Visit In to log your arrival time.
- Perform your required service, maintenance, or inspection.
- Use the app to capture and upload Photos and Videos of the lift or replaced parts as proof of service.
- Update the Inspection Status (e.g., Pending, Needs Parts, Resolved, Inspected).
Step 4: Complete the Job
- Tap Visit Out to log your departure time.
- Review your inputs, tap OK, and then tap Done.
- Note: This automatically removes the task from your active queue and syncs the data to the central server.
Phase 2: The Web CRM Experience (For Managers/Admins)
Step 1: Real-Time Status Updates
- As soon as a technician taps "Done" on their mobile app, the Web CRM updates instantly.
- The specific task will change its status (e.g., from In-Progress to Completed) in the respective Installation List or AMC Master List.
Step 2: Monitoring & Reporting
- Navigate to the Reports Dashboard on the Web CRM.
- Generate Service Visit Reports or Complaint Tracking Reports.
- Managers can click into individual logs to view the exact "Visit In/Out" times, the updated Inspection Status, and any photos or videos uploaded from the field.