You can access the "Services List (Catalog)" page by hovering over the Parts feature from your MobiWork menu and clicking on the "View Services" option:
The "Services List (Catalog)" tab is the default tab you will be brought to once you access the "View Services" option.
Below is a list of the main features that are located on the "Services List (Catalog)" tab:
Free-Text Search
You can type in the search bar (free-text search) to locate a specific service. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:
The name of the service
The SKU#
The Model Number
The External ID
The Product ID
If the number of services surpasses the number range, the subsequent number of services will be found on the next page:
To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the "Services List (Catalog)" tab.
Predefined Saved Searches
Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar. The default saved search for Services is the "Show All" search.
These saved searches will appear in the drop-down menu and can also be used for dashboards and reports:
The "Show All" predefined status is available from the drop-down.
If you would like to view all your services, click on the "Show All" option from the drop-down menu:
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the search menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Model" | The model number of the service |
| "SKU #" | The stock keeping unit number of the service. |
| "Name" | The name of the service. |
| "Manufacturer" | The company or entity responsible for producing or creating the part. |
| "Part Type" | Indicate from the drop-down if you are searching for a service. |
| "ID" | The ID of the service |
| "External ID" | The external ID (outside of MobiWork) of the service |
| "Category" | The category that the service is classified under. |
| "Subcategory" | A more specific classification that falls under the primary category, providing further organization for the service. |
| "Serial Numbers" | The serial number of the service. |
| "Include Disabled" | By clicking in this box, your search will include disabled services. |
| "Integration Status" | The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated. |
| "Page Size" | The number of results per page. |
| "Sort By" | Sorts your search in ascending or descending order by: Name, ID, Created Date, and SKU. |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to All Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:
To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
The "Services List (Catalog)" tab is the default view for both your services; the columns in this view will display the summary information for your services and allow you to view, edit, and more.
List Tab Column
In the "Services List (Catalog)," the columns are structured to display specific data related to each individual service.
These columns are organized as: "ID," "Image," "Name," "Model Number," "SKU Number," "Category," "Subcategory," "Price," "Warehouse Location," "Actions:"
The corresponding rows under the column headings will display the relevant data about the service.
The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple services to manage, edit, remove, etc.:
By clicking the topmost checkbox in the column heading you will select all the services.
The "Services List (Catalog)" column headings are defined as:
| Name | Description |
|---|---|
| "ID" | The ID of the service |
| "Name" | The name of the service |
| "Model #" | The model number of the service |
| "SKU #" | The stock keeping unit number of the service |
| "Category" | The category that the service is classified under |
| "Subcategory" | A more specific classification that falls under the primary category, providing further organization for the service. |
| "Price" | The price of the service |
| "Warehouse Location" | The warehouse where the service is stored |
| "Actions" | Allows you to view, edit, disable, add to cart, or delete the selected service |
Note: Once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) a new column will appear on the Service "List" tab. This new column will be labeled "External ID" and will display the sync status of the selected part. For more information about connectors, please see the Connectors Framework page.
List Tab Individual Actions
When selecting a service and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, disable, and more to the selected service.
Any actions that are done with the Individual Actions button will only apply to the selected service:
The Paper icon found under the "Actions" column will allow you to quickly access the View Service pop-up window of the selected service:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the service to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.
List Tab Right-Click Actions
When right-clicking with your mouse on a service in the "Services List (Catalog)" tab, you will be able to view, edit, disable, and more to the selected service.
The options that are displayed when you right-click on a service are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected service:
The definitions for the actions found in the Individual Actions and when you right-click in the "Services List (Catalog)" tab are below:
| Name | Description |
|---|---|
| "View" | Opens the View Services pop-up window |
| "Edit" | Edits the selected service |
| "Disable" | Disables the selected service, so that it won't show up on the "Services List (Catalog)" tab by default |
| "Delete" | Permanently deletes the selected service. |
| "Add to Cart" | Add the service to a sales order |
Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the service to the accounting connector through the Individual Actions or right-click drop-downs. For more information about connectors, please see the Connectors Framework page.
The "Global Actions" section is located at the top-right of your Services feature tabs:
The "Global Actions" section includes:
The Plus Sign button which will allow you to quickly add a new service
The More Actions button (represented by the three vertical dots) which will allow you to upload images, disable services, import/export from excel, and more.
The Question Mark button which will direct you to the respective MobiWork Features page.
After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.
From the More Actions drop-down menu, you can select various actions that will help to manage your services.
These actions can be performed on a single service or on multiple services.
The complete list of actions found in the More Actions drop-down menu are defined below:
| Name | Description |
|---|---|
| "Add Part" | Adds a new part to MobiWork |
| "Add Service" | Adds a new service to MobiWork |
| "Delete Selected Services" | Deletes the selected services. Please note that this is a nonreversible action. |
| "Disable Selected Services" | Disables the selected services |
| "Import From Excel" | Imports parts or services from Excel into MobiWork |
| "Export to Excel" | Exports services from MobiWork to Excel |
| "Upload Images" | Allows you to upload multiiple images for your products or services with a zip file. When naming the image files, please ensure that they are named by MobiWork ID (a unique ID in MobiWork System) or external ID (a reference provide in your account. |
| "Delete Selected Image" | Deletes the images of selected services |
| "Settings" | Directs you to the Settings page |
Note: Please note that once you add an accounting connector (e.g., Sage, QuickBooks, Acumatica) to MobiWork, you will gain the option to sync the services to the accounting connector through the More Actions drop-down. For more information about connectors, please see the Connectors Framework page.