Softbase Service Mobile App Overview

Softbase Service Mobile App Overview

Technical:


Available iOS and Android (Tablet or Phone)


Online and Offline functionality. Bad internet connection no problem! 


      Works with Softbase Evolution and Softbase 3.0. 


Why use an app? 


Using paper work orders appears easy at first but they can be lost, damaged, or difficult to read. 


If the technician needs to return to the office to drop off and pick up new work orders they will be spending valuable potential labor hours on a non productive task. 


Capturing pictures of the work and attaching them to the work order is not easily done. 


Save your technicians time! 

Why does your service app need to be directly connected to your business system?


Real time updates and reduced errors.


Feature List: 


Dispatched Work List 

    Prioritized

    Categorized for Parts on Order


Work Order: 


    Labor Tracking 


    Travel Time tracking


    Open work order up on the road for follow-up work


Parts 


    Look up parts both on the mobile van and other warehouses 


Inspections


    Notes 


    Pictures 


    Safety Items 


Customer Signature 

    

    Individual 


    Batch


Email Recap to the customer. 


Attach to Sales Document in Softbase business system.     


Equipment History Search


Show open PMs


    • Related Articles

    • Softbase Service Mobile App User Guide

      Overview This article covers how to download and set up Softbase Mobile Service on the devices your technicians will use to work their dispatched orders. Setup Steps Download the Softbase Service Mobile Application from the Apple or Google Play ...
    • Softbase Service App Setup

      Overview This article covers how to download and setup Softbase Service on the devices your technicians will use to work the dispatched Work Orders to them. Steps Download the Softbase Service Mobile Application from the Apple or Google Play Store. ...
    • Using the Shop Foreman and Shop Status function in Softbase.

      Overview This article covers the functions of the Shop Status and the Shop Foreman sections of Softbase. To use the Shop Foreman and Shop Status functions, the dealer needs to be utilizing using the Softbase System setup for a Trailer Dealer, as the ...
    • I am receiving an error when attempting to print in Softbase.

      If you receive an error in Softbase and the program does not print and must close, we recommend resetting your printer settings. This is done in the File Menu of Softbase, using the "Clear My Printer Setup" option. This will reset the settings and ...
    • How to open a work order.

      How to Open a Work Order All work orders are opened the same for every department, from Softbase Systems main menu, Invoicing tab, click to open. In this image: The Sales Document contains key information about the work order, i.e., Sales ...