There are several different ways you can access the View Services pop-up window in MobiWork.
Service Catalog Page
The easiest way to access the View Service pop-up window is through the "Service List (Catalog)" tab. For more information on how to access the "Service List (Catalog)" tab, please see the Service List (Catalog) section.
Once you are on the "Service List (Catalog)" tab, there are four different ways to access the View Service pop-up window:
Select the desired service ID
Right-click on the selected service and click on the "View" option from the drop-down.
Select the Paper icon under the "Actions" column.
Click on the "View" option from the Individual Actions drop-down.
Work Orders
You can access the View Service pop-up window through the View Work Order pop-up window. For more information on how to access the View Work Order pop-up window please see the View Work Order page.
Once you are on this page, you can either click on the service under the "Parts and Services" column in the "Summary" tab or from the "Parts and Services" tab:
All the parts and services associated with the work order will be displayed on these tabs. To access an individual service and open its View Service pop-up window:
Select the name of the desired service
Right-click on the selected service and click on the "View" option from the drop-down.
Select the Paper icon under the "Actions" column.
Click on the "View" option from the Individual Actions drop-down.
Recurrent Services
Another way you can access the View Service pop-up window is through the View Recurrent Service pop-up window. For more information on how to access the View Recurrent Services pop-up window please see the View Recurrent Services page.
Once you are on this page, you can click on the service name from the Invoice Items list to open the View Service pop-up window:
All the services associated with the recurrent service will be displayed in this section.
Overview and Layout
Once you open the View Service pop-up window, you will be automatically directed to the "Summary" tab:
These features are available in all six tabs and in both, the pop-up window and the full-size view:
Please note that if you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
Service Full-Size View
By clicking on the upwards arrow in the left-hand corner, you can expand the View Service pop-up window so that it is full-size:
Service Tabs
There are six tabs in all for the View Service pop-up window; each tab displays different information regarding the service:
You can navigate to other tabs by clicking on the desired tab.
Service Name
The service's name will be displayed towards the top of the View Service pop-up window:
Upper Right Corner Actions
In the upper right corner of the View Service pop-up window there will be four buttons that will allow you to perform additional actions on the service:
The Pencil button will allow you to edit the service.
The Individual Actions button will allow you to perform various actions, such as:
Editing the service
Deleting the image associated with the service
Disabling the service
Deleting the service
Viewing the Settings page
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Servive pop-up window.
The Service's Upper Right Corner Actions can be found in the top-right corner of the View Service pop-up window. These actions are located in this section, regardless of the tab you are on:
The Upper Right Corner Actions section includes:
The Pencil button will allow you to edit the service.
The Individual Actions will allow you to perform various actions.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X will close out of the View Service pop-up window.
After clicking on the vertical three dots in the top-right corner, the Individual Actions drop-down menu will appear:
From the Individual Actions drop-down menu, you can select various actions that will help manage the specified service.
The complete list of actions found in the Individual Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit" | Allows the user to edit the specified service |
| "Delete Image" | Deletes the image associated with the service |
| "Disable Service" | Disables the service so it can no longer be used for future work orders or recurrent services |
| "Delete Service" | Deletes the service. Please note that this is a nonreversible action. |
| "Settings" | Directs the user to the Parts Settings page |
The "Summary" tab is the default tab you will be directed to; it will display all the requisite information regarding a service.
The panels found on the "Summary" tab will summarize the data from the other View Service tabs, pricing details, reminders for selected users, the image of the service, and more:
Where applicable, you can edit or add additional information directly in the "Summary" tab:
The Arrow icon (found in the top left of designated boxes) will open the corresponding tab in the View Service pop-up window.
The Individual Actions button (the three dots) will display different options (e.g., view, edit, delete, etc.) depending on the corresponding panel.
The Paper icon will allow you to view the selected data in a separate window.
The Pencil icon will allow you to edit the selected data or field.
The Plus Sign icon will allow you to add additional inventory, reminders, notes, etc.
The Trash Can icon will allow you to delete the selected data.
Summary
The "Summary" panel will contain general service information. The other information found in the "Summary" panel are described below:
| Name: | Description: |
|---|---|
| "Name" | The name of the service. |
| "Description" | The description of the service. |
| "Type" | Indicates if the selected entity is a part or service. |
| "SKU" | The number for Stock Keeping Unit that is assigned to selected service. |
| "Model" | The model or version of the selected service. |
| "Manufacturer" | The manufacturer who designed the part or product. |
| "MPN" | The Manufacturer Part Number; this number will help the manufacturer locate the specified part or product in their system. |
| "Weight" | The weight of the specified part or product. |
| "Enabled" | Indicates if the selected service is enabled. |
| "Generic Part" | Indicates if the part or product is a generic part. |
| "Asset" | Indicates if the part or product can also be converted into an asset. |
| "External ID" | Is the external ID (outside of MobiWork) of the service; this ID can be from QuickBooks or another third-party accounting software. |
| "Creation Date" | The date that the service was created in the system. |
History
The "History" panel will contain the historical data of the service (e.g., warehouse updates and more). The data in this box will automatically generate when a specified event or status is reached.
Pricing
The "Pricing" panel will contain the pricing information of the service (e.g., price, cost, and more). The other information found in the "Pricing" panel are described below:
| Name: | Description: |
|---|---|
| "Price" | The list price of the service; this is the price that the customer will be charged. |
| "Cost" | The cost of the service; this value represents the amount that your company has to spend on the user performing the service. |
| "Taxable" | This field indicates if the service is considered taxable. |
| "Price Includes Tax" | Indicates if the price of the service includes tax. |
| "Discount" | Indicates if the selected service is applicable for a discount. |
| "Points" | A numerical system used to calculate sales rankings and objectives |
Inventory
The "Inventory" panel will list the total inventory of the service, as well as the reserved total, and purchase orders.
The Individual Actions button will allow you to add the inventory to a warehouse.
The column information found in the "Inventory" panel are described below:
| Name: | Description: |
|---|---|
| "Available" | How many services are available. |
| "Reserved" | How many services are reserved. |
| "In PO" | How many services are used in purchase orders. |
| "Actions" | Will allow you to view or change the warehouse of the service. |
Reminders
The "Reminders" panel will contain the scheduled reminders for the selected user(s). To add a reminder, click the Plus Sign in the upper right corner. To edit a reminder, click on the Pencil icon or if you would like to delete a reminder, click on the Trash Can icon.
When adding or editing a reminder, you can specify both the date for sending the reminder and the priority level of the task that the user(s) is being reminded of.
Sourcing
The "Sourcing" panel will list the sourcing information of the service. The other information found in the "Sourcing" panel are described below:
| Name: | Description: |
|---|---|
| "Inventory" | Keeps track of inventory |
| "Vendor" | Will list the vendor associated with the service. By clicking on the Pencil icon, you will be able to update the associated vendor. |
| "Competitor Product" | Indicates if the selected service is also a competitor service. |
Notes
The "Notes" panel will contain any additional notes related to the service. To add a note, click the Plus Sign in the upper right corner. To edit a note, click on the Pencil icon or if you would like to delete a note, click on the Trash Can icon.
By default, any notes added will not be visible to your customer. If you would like them to be visible, please make sure to check off the "Visible to Customer" checkbox when adding or editing your note.
Images
The "Images" panel will display the image associated with the service. You can update the image from the Edit Service pop-up window.
For more information on how to access the Edit Service pop-up window, please see the Edit Service page.
The "Documents" tab will allow you to store service-specific documentation (e.g., contracts, photos, etc.) for future use. This tab will also list the type of document file, the date it was uploaded, the user who uploaded it, and more.
Only after you upload a file or document to this tab will you be able to access the Action options:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, download, or delete the document.
The Plus Sign will add a new document or file.
The topmost Individual Actions will allow you to add a new document, a new folder, or refresh the tab.
The Papericon will allow you to view the image file in a new tab, window, or allow you to download the document.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, download, or delete the document.
| Name: | Description: |
|---|---|
| "User" | The user who uploaded the document or file. |
| "Date" | The date that the document or image file was uploaded. |
| "Type" | The type of document (e.g., PDF, Word, image, Excel, etc.). |
| "Name" | The name of the document. |
| "Comment" | Any comments or notes associated with the document. |
| "Actions" | Allows you to view, edit, download, or delete the document. |
The "Inventory" tab will allow you to view and store parts at different warehouses and with different users. This tab will also allow you to view the quantity of parts within a purchase order.
Only after you add a warehouse or user to this tab will you be able to access the Action options:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to edit the inventory of the selected warehouse/user or to transfer the inventory to another location/user.
The Pencil icon will allow you to edit the quantity of the parts stored at the location.
The Individual Actions(the three dots next to the Pencil icon) are identical to the right-click actions and will allow you to edit the inventory of the selected warehouse/user or to transfer the inventory to another location/user.
The Plus Sign will add a warehouse or user where the specified service is offered.
| Name: | Description: |
|---|---|
| "Location" | The location where the specified service is being offered. |
| "Reserved" | Indicates how many parts are reserved from being sold or used. |
| "Available" | Indicates how many parts are available to use or to sell. |
| "Actions" | Allows you to edit the inventory of the selected warehouse/user or to transfer the inventory to another location/user. |
The "Sales" tab will allow you to view the sales orders and invoices associated with the service. This tab will also display the quantity of items sold, the date of the sale, and the user who inputted the details of the sale.
When you add the specified service to a purchase order, sales order, or invoice the information will automatically feed to this tab:
| Name: | Description: |
|---|---|
| "Date" | The date the sale or invoice was created. |
| "User" | The user who added the product's type (sales order, work order, or customer). |
| "Type" | The type of sales order or purchase order. |
| "Quantity" | The number of parts being sold. |
| "Serial Number" | The serial number of the service. |
| "Invoice" | The invoice of the product. |
The "Forms" tab will display the forms that are associated with the service:
All the terms from the "Forms" tab are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name / type of form associated with the service. |
| "User" | The user who uploaded the form to the service. |
| "Created Date" | The date and time that the form was uploaded to the service. |
| "Geotags" | The geographical location of where the form was created. |
| "Actions" | Will allow you to view, edit, or export the MobiForm to PDF. |
The "History" tab lists the historically recorded details of the service, including the date of transfer, the user who updated the service details, the quantity and more:
Created and Last Modified Date
The "Created and Last Modified Date" will list the date that the service was generated in the system as well as the date the service information was last modified.
History
Once a service has been transferred, the information will automatically feed to this tab. You can view additional details about the transfer by accessing the "View" option or the Paper icon:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view the detailed summary of the action performed.
The Paper icon will allow you to view the detailed summary of the action performed.
The Individual Actions (the three dots next to the Pencil icon) are identical to the right-click actions and will allow you to view the detailed summary of the action performed.
All the terms from the "History" panel are defined below:
| Name: | Description: |
|---|---|
| "Date" | The date an activity occurred on the service |
| "Type" | The type of activity that occurred on the service |
| "Updated By" | The user who performed the action |
| "Customer" | The customer who is affected by the product's activity |
| "User" | The user who has the specified service in their inventory |
| "Warehouse" | The warehouse where the specified service is offered |
| "Project" | The project associated with the service. |
| "Quantity" | The quantity of the product |
| "Serial Numbers" | The serial numbers of the service being affected by an activity |
| "Actions" | Allows you to view the detailed summary of the action |