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SAP Business One Service mobile app

The SAP Business One Service mobile application enables quick access to information about customers, handling service requests and placing orders. In addition, in many respects, it facilitates the work of service technicians, allowing you to take photos, scan codes or generate reports.

Key features of the SAP Business One Service mobile application:

Access to information on service requests

Filtering and synchronizing with the calendar of service requests

Managing reports both online and offline

Displaying the customer's address on the map

Scanning barcodes and QR codes

Scanning barcodes and QR codes

Displaying visualizations and key indicators about service activities

Generating a report for signature on the screen of the device

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The SAP Business One Service mobile application is a particularly useful solution for service technicians who need constant access to tickets.

Service support through a program installed on a computer may be difficult if it is necessary to frequently work directly at the customer’s premises. The SAP Business One Service mobile application is made for this.

What can SAP Business One Service do?

The SAP Business One application for service gives you access to information on service requests and all relevant customer information related to the requests.

The list of service requests can be filtered and synchronized with the calendar. Thanks to this, the calendar will display in one place events related to the performance of service activities as well as other planned works.

Each single entry can be managed both online and offline. From the preview level, it is possible to read the details of the contract with the client, make a direct connection to the contact person and view the history of cooperation.

The customer’s address provided in the contact details can be displayed on the map, which facilitates travel and planning visits.

Podczas wykonywania prac u klienta aplikacja okazać się może równie przydatna. Dzięki możliwości skanowania kodów kreskowych i kodów QR można szybko dotrzeć do odpowiednich części zamiennych i sprawdzić ich dostępność w magazynie, a także ją zamówić.

Do każdego ze zgłoszeń, oprócz notatek, załączać można zdjęcia. Opcja ta jest dostępna bezpośrednio z poziomu aplikacji.

 

In addition, the application displays visualizations and key indicators on collective data
on service activities: the number of closed tickets during the month, annual statistics,
the most frequently repaired elements, the number of visits to individual customers.

After the visit at the customer’s place, a report can be generated that the customer can sign directly on the device screen.

SAP-Business-One-Service_główne-funkcje

Main functions

The application has an intuitive interface that facilitates access to all functionalities.

Home:

  • Review of service requests.
  • Call your clients.
  • View customer locations on the map.
  • Filter your service tickets.
  • Check and synchronize service tickets in your calendar.
  • Configure your personal settings.

Key Performance Indicator (KPI Screen):

  • Monthly tickets closed
  • Annual service rate
  • Top 5 Fixed Items
  • The five most visited customers
  • Customize your KPI dashboard
SAP-Business-One-Service__konfiguracja

Configuration

The application allows full configuration and adaptation to individual needs.

Functions:

  • View company name and user code.
  • Offline settings allow you to download service ticket data and manage offline edited service requests.
  • Show or hide User Defined Fields (UDFs).
  • Configuration of Touch ID / Face ID available depending on the mobile device.
  • Access online help.
  • Log out of activities.
SAP-Business-One-Service__kojejkowanie-zgłoszeń

Queuing applications

Efficiently manage and resolve your online service requests.

  • View, edit, close, share and print service tickets with ease.
  • An information banner at the top of the page shows the service is up to date
    service ticket item agreement.
  • Quickly review the details of the service contract.
  • Check the address location on the map.
  • Access your favorite options:
    • Check in
    • Phone call
    • Take a picture
    • Service history
SAP-Business-One-Service_identyfikacja

Identifying the product

Easily identify a product by its serial number or manufacturer. Serial number or item code.

  • Scan barcode or QR code to identify items for Serial Number or Manufacturer Serial Numbers and add / update information.
  • Flashlight can be turned on while scanning.
  • Set the price mode for the item to gross, net or mixed mode
SAP-Business-One-Service_ulubione-opcje

Favorite options

Use your favorite options to easily access important service ticket information.

  • Check In (Out) allows optional check-in and check-out in an open service ticket.
  • A phone call allows you to easily call a customer using a valid telephone
    number.
  • The Take Photo feature allows you to capture important details or images for an open service request.
  • Service History allows you to view a list of all other service request records that contain an item in the current service request.
SAP-Business-One-Service_szybkie-akcje

Quick Actions

Take quick action to effectively manage the service request process.

  • Manage sales orders related to a service request
  • Add a solution for a service request
  • View the service contract for the item
  • View attachments and add photos to your service request
SAP-Business-One-Service_zarządzanie-zamówieniami

Order management

Easily view, edit. create, duplicate and cancel orders that are associated with your service request.

  • Quickly view sales orders in a service request service request.
  • The Open tab displays a list of open sales orders and the document number.
  • The All tab displays a list of all sales orders that are related to a service request service call.
  • The Approval Status tab allows you to check the approval progress of edited sales orders that are pending manager approval.
  • Add approved sales orders to the appropriate service requests.
  • Flexibility to update sales orders during and after the approval process.
  • Easily use a sales order for more information such as items, financial and logistics information, and payment details.
SAP-Business-One-Service_dodawanie-załączników

Adding attachments

Attachments may contain critical service request details related to your service request.

  • View a list of all attachments related to the service request to which your current ticket belongs.
  • Easily download and view the attachment.
  • Add photos to an open service ticket.
SAP-Business-One-Service_podsumowanie-zgłoszeń

Summary of submissions

Ticket Summary allows you to view and capture a service request report.

  • View and confirm details of the service request.
  • Easily capture customer signature by signing on the phone screen and confirming signature.
  • Create a PDF to generate a formal service request report.
  • Choose a portable Bluetooth thermal printer to easily print your ticket summary.
SAP-Business-One-Service_praca-offline

Working offline

No internet access? All you need to do is download the latest service ticket data to your mobile device in advance.

  • Offline resolution of downloaded service requests.
  • Submit your edited service tickets when you’re online again.
  • Please note that when you are offline you will not be able to perform any activity that requires an internet connection.

Manage your personal data in line with data protection laws.

  • Customer personal data can be cleared manually and is automatically deleted by SAP Business One in certain scenarios.
  • Easily clean up customer personal information included in offline changes for a service request.
  • Clear customer personal data contained in downloaded or cached data.

Business benefits of using
the SAP Business One Service mobile app

access to customer information

displaying KPIs

barcode scanning

speech-to-text processing

the ability to place purchase orders

viewing and closing service requests

Case study

Case study

Check also

SAP Business One Service Mobile App implementation price

The price of purchasing and implementing the system is determined by many factors specific to the industry in which the organization operates as well as individual expectations and needs of the client. The price is also influenced by the software delivery model (local or in the cloud) and the method of settlement (subscription or one-time fee). To estimate the amount of investment in a solution tailored to your needs, the following process most often works:

SEND AN INQUIRY

Using the contact form or via chat, contact us and write what system you are interested in or what problem you want to solve.

CONTACT WITH THE CUSTOMER

In the second step, our account manager will contact you to arrange the details. Thanks to this, we will get to know your needs better and choose the right solution.

SOLUTION PRESENTATION

We present a solution configured for the needs of your company and its processes. During the presentation, we also most often specify the necessary functionalities.

INDIVIDUAL PRICING

Having full knowledge, we prepare a price offer for the purchase and implementation of the system and discuss it in detail.

    Do you want to know the details of our offer?

    Contact us