Service Orders
- proaxia
Analytics
Service Orders.
The screen presents user’s orders, split into the following baskets:
Quotations,
Ongoing,
Completed.
An order falls into the Ongoing basket if it’s not yet closed or not fully paid.
Next to the basket name, a blue indicator with number of action points can appear.
The default view starts with the list of ongoing orders. After selection of an order card, user is directed into the order details screen.
Location’s address and phone fields are interactive and open maps application or initiate a phone call respectively.
If an action is required from a customer, then a blue bell icon will show up in the top right corner of the order card.
The action points can be of the following types:
pending invoice payment,
pending down-payment request,
additional jobs pending confirmation,
quotation pending confirmation.
Additionally, a relevant button will show up in the bottom of the card.
The payment is realized with the help of Digital Payment Framework .
A quotation is listed when it has been submitted for customer approval, its validity period has not yet expired and it has not yet been closed.
Order Details.
The screen presents details of a single order.
The screen is split into the following sections:
Order data
This section contains order number, date, value, order status and link to satisfaction survey .
If there is an open payment then a button to pay for invoice or down payment request will show up. The payment is realized with the help of Digital Payment Framework. After the payment a payment confirmation can be downloaded.
If a health check has been carried out and is relevant to the customer, then a link to download vehicle inspection form will appear.
Location
This section contains workshop address details.
Vehicle
This section contains vehicle information.
Services
This section contains list of order jobs. If a job requires user’s confirmation, then relevant buttons will appear. Additionally, “Open Gallery” link will appear if there are any MIME attachments.
If an additional was created during the vehicle health check, one of the following urgency indicators will show up:
| Optional |
|
| Suggested |
|
| Required |
|
There are three actions available: confirmation, rejection and deferral.
The jobs can be in one of the following statuses:
Status | Icon |
|---|---|
Approved | 
|
Pending approval | 
|
Deferred | 
|
Rejected | 
|
Job Confirmation.
Job confirmation screen is called after user chooses to confirm job on the order details screen.
Job Rejection.
Job confirmation screen is called after user chooses to reject job on the order details screen. It’s required to specify a rejection reason .
Job Deferral.
Job confirmation screen is called after user chooses “Remind me” on the order details screen. It’s required to specify a future date.
Attachments Gallery.
The customer survey screen is called from the service order details by using “Open Gallery” link. The attachments are added in the Technician Application while performing vehicle health check or carrying out the planned jobs.
Customer Survey.
The customer survey screen is called from the service order details by using “Rate the service” link. User can at any time update their responses.
For more information about surveys please see the linked article.
