MBI Use

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MBI Use

 

As every mobile device is different in how to use, we can not provide step by step use instructions for use with your exact mobile device. Below is an overview of the available features.

 

 

Only Schedulable Users can log in via MBI

Schedule

View client contact information

Change status of workorder

View and add billable labor information to the scheduled workorder item

AyaNova internal memos

Recent list

Client signature

 

 

 

Only Schedulable Users can log in via MBI

MBI will only accept login by an AyaNova user if type Schedulable User

MBILogin_Setup

 

Schedule screen

First screen after log in defaults to showing scheduled items for the schedulable user, with the items within the present hour listed first

MBISchedulescreen

Easily and quickly check what and where and when you are scheduled

Easily see the scheduled start and start time

 

View client contact information

Easily select the client if need to view address or contact information

MBIclient1 MBIclient2

If mobile device has the ability, automatically call the phone number selected or email the email address selected.

 

Change status of workorder

The schedulable user can easily change the status of a workorder item so that those back at the office know what is occurring

For example, when work is completed at one site, change the status to Completed, and change the status on the next workorder item to On Route To, or if just on site, change status to On Site  (note  that these are just example Workorder Statuses, as you can create your own)

NOTE: if the status does not show for a workorder it is because a) the user logged in does not have Read/Write rights to workorders or b) the workorder has been checkmarked Service Completed.

MBIchangestatus1 MBIchangestatus2 MBIchangestatus3

MBIchangestatus4 MBIchangestatus5 MBIchangestatus6

 

 

View and add billable labor information to the scheduled workorder item

 

Can select to convert the Scheduled Start and Stop automatically to Labor saving time on re-entry

MBIconvertscheduledtolabor1

Can view and edit existing Labor items if had previously entered

MBILabor1 MBILabor2

MBILabor3 MBILabor4

Can add new Labor item

MBInewlabor1 MBInewlabor2

New created Labor item by default enters Stop date/time of the date/time of entry, and Start date/time an hour earlier, saving entry time for the user, as well as providing a basis for where the user can easily edit.

MBInewlabor3

 

User can view the serial number of the unit service is to be performed on. Selection of a unit via MBI is not a feature

Entry of parts used in service is not a feature of MBI

 

 

AyaNova internal memos

You can view, reply, create new, and send internal AyaNova memos.

This is very useful to receive information from the office while on the road, as well as to send information to other AyaNova users while out on the road.

MBIMemos1

MBIMemos2 MBIMemo4

MBIMemos3

View text of existing Schedule Markers

MBIScheduleMarker

 

Recent list

Users can view most recently viewed objects, saving time by being able to go directly to the object they were recently working on.

MBIRecent1

 

 

Client Signature

 

NOTE: Signature capture requires a browser that is HTML 5 compliant such as IE 9.0+, FIREFOX 3.0+, SAFARI 3.0+, CHROME 3.0+, OPERA 10.0+, IPAD 1.0+, IPHONE 1.0+, ANDROID 1.0+  .

 

 

The Signature hyperlink is on the bottom of page displayed when user selects a workorder from the main Schedule

 

Select to display the signature box where your client can sign - select the OK when completed

 

Note that in keeping with the minimalist philosophy of MBI for speed, the signature is captured however it is not displayed as a graphic image anywhere in MBI

 

MBIsignature1        

 

 

MBIsignature2

 

What displays in the signature header or footer or title can be set in the Signature section of Global Settings

 

 

Want your client to receive a report of the work performed along with their signature?

 

Edit the Client Notifications for the region of the client, creating an active Workorder Status Changed notification set to a specific status with your report template selected that shows the signature image

When out in the field, your schedulable user can have the client sign via MBI.

And than your schedulable user sets the workorder to that specific workorder status, and the client will receive via email the report showing their signature!