Astea Mobile App Training

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Presentation transcript:

Astea Mobile App Training Customer Unavailable Module (Technician arrives onsite) Start

Customer Unavailable (Arrived at Customer Site) Module Overview In this module you will learn the process of working a Service Ticket in Astea in the event that you arrive at the customer site to find that the customer is unavailable. Click on the Next button below Previous Home End Next Icon Legend

Customer Unavailable (Arrived at Customer Site) In this scenario, you have arrived at the customer site to find that the customer is not available. As you have started work and traveled to the site, the next step is to complete the ticket with the appropriate stop code. Note: Branch management will determine actual charge to customer. Action: Select the Materials tab Previous Home End Icon Legend 3

Customer Unavailable (Arrived at Customer Site) 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 Previous Home End Icon Legend 4

Customer Unavailable (Arrived at Customer Site) After completing completion entries, including Completion Checklist, proceed to the Activities tab to Stop Work and resolve the service order. Action: Select Activities tab Previous Home End Icon Legend 5

Customer Unavailable (Arrived at Customer Site) Select the Activity by clicking 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 Previous Home End Icon Legend

Customer Unavailable (Arrived at Customer Site) After all labor has been completed for this Service Order, Click on the Stop Work button. Action: Click on the Stop Work button Previous Home End Icon Legend

Customer Unavailable (Arrived at Customer Site) 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 Previous Home End Icon Legend

Customer Unavailable (Arrived at Customer Site) 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 Previous Home End Icon Legend

Customer Unavailable (Arrived at Customer Site) 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 Previous Home End Icon Legend

Customer Unavailable (Arrived at Customer Site) By clicking on Stop Work, 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. Activity status Click on the Next button below Previous Home End Next Icon Legend

Previous Home End

Icon Legend Common icons used throughout the Astea application Click on the Return button below to resume presentation Return