APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Mobile Service: Vision Integration

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

 

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

Overview

Pluss Software’s Pluss Mobile Service Application is a convenient solution for PTM Vision Service Managers and Technicians to efficiently and accurately manage mobile (off-site) service work orders utilizing the convenience of a mobile device as the interface to the Pluss Software Vision business system.

 

• Convenient Mobile-Based Entry, Retrieval, and Processing of Open Work and Sales Orders that will interface with Pluss Software’s Vision business system.

• Create and retrieve current Customers and Open Orders from PTM Vision.

• Create or select Service and Parts from a list and add them to an Order.

• Capture Signature Authorization for approval of work to be performed.

• Email and Text Receipt to Business/Provider and Customer.

• View & Manage a Copy of Transactions Processed Remotely, Online, or Offline.

• Integration with Vision business system.

Prerequisites:

• Mobile Device running on an Android platform.

• Android Version 12 (API 29 Q) and higher is the targeted version required by Google Play Store however Android 10 and up will be supported.

• Pluss Mobile Service Application.

• Vision needs to be enabled for Plussnet and have the RestService configured

Release Download Locations

Vision

• Internal/Operations Releases

  • PV Copy Repo: mobile_service_internal

• Beta Releases

  • PV Copy Repo: mobile_service_beta

• Production Release

  • Available in the normal Master Vision build

Mobile App

• Production Releases

  • The latest version is available via the Google Play Store

Mobile Service in Company Vision 

1. Add MobileService to customers downloads

Mobile Service in Vision 

2. Access PTM Vision 

3. Select Services, Features (U, J, Q)

4. In the Search box, enter 5,83.  Select Enter

5. Select the checkbox to Enable Mobile Service.

6. In the Search box, enter 3,23 and select Enter.

7. Select the checkbox to Enable Plussnet

8. In the Search box, enter 5,23 and select Enter

9. Select the checkbox to Enable Service Performance Enhancements

10. If applicable, In the Search box, enter 5,89 and select Enter

11. Select the checkbox to Enable Allow Multiple Techs to Log into Mobile Service Labor

12. Select the OK button to save.

13. Restart Vision.

Creating a Pluss Mobile Service User name

1. At the top of the screen, along with the File Menu, select the Mobile Menu.

2. If the Mobile dropdown is locked, add a Connect.ON file to the Vision Directory.

 

3. Select Mobile Users from the dropdown menu.

 

4. Select F2-New

   1. Enter Account/Name. 

      1. (The TechNo= needs to match the same Technician located in (U, J, B, ESC) 

   2. Password.

   3. Check the Is Mechanic checkbox. (T / F)

   4. Enter the Tech ID if applicable.

   5. Check the Enabled checkbox. (Y / N)

   6. Select OK to save.

5. To review or update an existing User, highlight the User and select F4-Edit.

 

Adding Mobile Service Scripts

1. At the top of the screen, along with the File Menu, select the Mobile Menu.

2. Select Utilities/Generate Mobile Scripts

3. Select Yes to the dialog that states “Automatically overwrite all scripts?”, if prompted

4. Select Yes to the dialog that states “Would you like to generate Mobile Service Scripts?”

   1. The following files are generated in the PTM Vision/Services folder

      1. Workauth

      2. TimeClock

      3. Workorder

      4. DispatchTicket

      5. OrderParts

Adding a Customer as a Beta Tester

1. The beta user needs to provide Pluss with the email address that they will use when accessing the application

   1. This is usually the email address that they are signed into their mobile device with and what they will be logging into the Google Play Store with

2. Pluss will add the user to the approved Beta testers

3. Pluss will provide an “opt-in” link

The link will have the following format: https://play.google.com/apps/internaltest/4701242269969078569

 

4. Before the user opens the link in their email, have them clear the cache in their Google Play Store app first:

2. Goto settings in their device, find Apps and click on it:

3. Find Google Play Store and click on it

4. Scroll down to Storage and click on it

5. Click on Clear cache

 

6. After clicking on Clear Cache the Cache value should be 0 

7. Another alternative way to do this is find the Google Play Store icon on your device home screen, hard press on the icon, click on the information icon, scroll down to Storage, open it up and Clear cache

   1. 

 

5. The user will need to follow the link and accept the invite to be a beta tester:

 

1. Once the user clicks Accept Invite, they will be shown the following screen, the user can click on download it on Google Play, which will go to the Google Play install page where the user should install the app

Installing Pluss Mobile Service

6. Download the latest apk

   1. For internal testing

      1. A download link will be provided for a dev version of the apk

      2. Download the Application via the link

      3. Once the download has been completed, an option to install the PlussPay Mobile application will display

   2. For beta testing

      1. If this is the first time, the instructions in the Adding a Customer as a Beta User section above will need to be followed

      2. Go to the Google Play Store on the device

         1. Make sure the user is logged in with the appropriate email address

      3. Search for Pluss Mobile Service

         1. The user should see that the app is indicated as being in Early Access and that it has the desired version

      4. If the Google Play Store does not show the latest version, the Play Store Cache can be cleared to try and get it to update

         1. If the user is still having trouble, Pluss can provide a direct link to the build but special setup is needed to support that and can be found in the Install Beta App via Direct Link section below

7. Select Install.

8. Select Open once installed.

 

9. Select While Using the App for proper use.

 

Starting the Application

1. After the application has been installed, select the Pluss Mobile Icon on the mobile device.

 

Splash Screen

1. The Pluss PlussPay Mobile Payment Processing splash screen will display.

 

Sign-In Screen

1. Enter the Provider Account Number, Mobile Technician, and Password.

2. Select the Sign In button.

 

3. If the Username or Password is incorrect, a User Not Found message will display.  Select OK to close and try again, verify the Provider number is correct in the Settings Screen, and verify the device is online.

 

4. Upon a Successful Sign In, a Remember Sign In prompt will display.

Pluss Mobile Service Menu

1.  

2. The Pluss Payments Menu will display in the top left corner with the icon.

3. Select the Icon to access other available screens.  

   1. Mobile Services

   2. Settings

   3. About

   4. Sign In/Sign Out

Icons displayed

1. Status icons displayed on the Ticket and Work orders screens:

2. A WiFi icon will display when the Application detects an Internet or Data connection. 

3. A WiFi icon with a line through it will display when the Application cannot detect an Internet or Data connection. 

4. The Plus icon is to add new items.

5. The trash can icon is to delete Tickets, Parts, and Services 

6. The floppy disk icon is to Save an update.

7. The down arrow indicates a dropdown menu for retrieving data from PTM Vision.

8. The stopwatch icon will start tracking time in on Tickets and Labor on WorkOrders

9. The stopwatch icon with a line through it will stop tracking time.

10. The indicator light will display green when tracking time and red for not tracking time.

 

Create New Ticket 

Tickets are created for the purpose of assigning Remote Mobile Work to a Technician.  Once the Ticket is converted to a Work Order, it will be marked as Closed, with all data converting to a Work Order.

1. Select the Plus iconto create a New Ticket. 

 

2. To Create a New Ticket, enter the following fields:

   1. Ticket Name. (Required)  Will be prefilled with a date timestamp, which is fully editable.

 

2. Ticket Description.

 

3. Customer Account. Prefills with a 2 Account as a Cash Sale, which is fully editable

 

Select Customer Account

1. Select the down arrow to open Search Customers.

2. Select a Customer by Account Number or Name, or enter a partial Customer Account Number or Name in the Search Customers field. 

Create New Customer

1. To Create a New Customer, select the (+) icon and enter the following fields:

   1. Name (Required)

   2. Phone (Required)

   3. Email (Required)

   4. Contact (Required)

   5. Salesperson

   6. Address (Required)

   7. Additional Address

   8. City (Required)

   9. State (Required)

   10. Zip Code (Required)

   11. Country (Required)

   12. Select the Save icon.

 

Select Service Location 

1. Select the down arrow to open Search Locations.

2. Select a Service Location Name, or enter a partial name in the Search Locations field.

Create New Service Location

1. To Create a New Location, enter the following fields:

   1. Name (Required)

   2. Phone (Required)

   3. Email (Required)

   4. Contact (Required)

   5. Address (Required)

   6. Additional Address

   7. City (Required)

   8. State (Required)

   9. Zip Code (Required)

   10. Alternative Location Description

   11. Notes

   12. Select the Save icon.

 

  

 

Select Unit

1. Select the down arrow to open Search Units.

2. Select a Unit Name, or enter a partial name in the Search Locations field. 

3. Select Save.

Create New Unit 

1. To Create a New Unit, enter the following fields:

13. Name (Required)

14. Vin Number (17 characters to enable detail lookup)

    1. To perform a Vin Number lookup, enter the Vin and select the magnifier icon.

 

2. Vehicle Year, Vehicle Make, and Vehicle Model will be imported.

 

3. If the Vin is not found, a message will display.  Select OK.

 

15. Vehicle Year (Required)

16. Vehicle Make (Required)

17. Vehicle Model (Required)

18. Vehicle License Plate (Required)

19. Vehicle Mileage (Required)

2. Select Save.

4. Inventory Location Code

   1. The location of Parts on a Mobile Service Truck or Warehouse

5. Date Opened

   1. Should be today’s date and prefilled.

6. Select the Save icon to save the Ticket.

Convert to Work Order

1. Once the Ticket has the information required for a Work Order, an option to Convert to Work Order will display on the Ticket screen.

2. The option will not display if it is already linked to a Work Order, or if required information is missing.

 

3. If enabled, once the Ticket is converted to a Work Order, the User will be prompted to add additional Technicians to the Work Order.

 

4. This will enable the additional technicians to view and log Labor Time against the Work Order.

 

5. Upon successful conversion, you will be directed to the Work Order Tab with the newly created Work Order displaying the Work Order Number in the format of (W M-1000) and the open date displayed.

Working with Tickets

Time Tracking

1. Select a Ticket with a Status of Open.  

2. Select the down arrow to open the Track Time for Ticket section. Select Start Timeclock.  

1. Enter a description for the Time. 

2. Enter the Technician's Name if not provided.

3. Add any Special Notes

4. Add the Shop Rate for the Task if not provided.

5. Select the Start Time Tracking button.

 

 

6. To stop tracking time,  select the Stop Shop Time Manager area. 

   1. The elapsed time will be saved and reset to zero and Inactive.

 

7. Once the Shop Time has been completed, the user will be prompted with an area to enter notes on Service completed.

 

3. If Timeclock is actively tracking time, selecting to Close or Convert the Ticket to a Work order cannot be completed.

Adding Service 

4. Select a Ticket with a Status of Open.  

5. Select the down arrow to open the Services / Parts section. 

6. To add a Service, select the (+) icon.

 

7. Select the Service radio button.

8. Select the down arrow to the right of Service or enter a description of the Service to be performed.

 

9. Select a Service from the dropdown list, enter a partial number, type LAB in the Search Service field, or Scan an item with a Barcode Scanner.

 

10. The item selected will be added as a Service.

 

11. Select the Floppy Disk icon to save.

12. Multiple Services may be added to a Ticket.

Adding Parts

1. Select the down arrow to open the Services / Parts section. 

2. To add Parts, select the (+) icon.

3. Select the Parts radio button.

4. Select the down arrow to the right of Parts or enter the Part Line Code and the Part Number if it's a Non-Stocking Part.

5. Select a Part from the dropdown list, enter a partial number, or Scan an item with a Barcode Scanner.

6. The item selected will be added as a Part.

7. Select the Floppy Disk icon to save.

8. Multiple Parts may be added to a Work Order.

Working with Work Orders

1. Work orders are typically created in PTM Vision and synched to the Mobile Device, but now Tickets can be converted to Work Orders from out in the field with an Internet connection.  

2. From the Mobile Service Menu, select Mobile Services, and then the Work Orders Tab.  

3. To filter the results, select the Open, Closed, or Both radio buttons.  

 

4. Click on a Work Order to enter the Details Page.  You may open any Work Order displayed, or search using the Search Work Orders Area.

5. To Search for a Converted Ticket, the Work Order Number will be W M-#####, or it can be located by name.

Work Order Update

1. The following fields may be updated, added, or blanked out by manually entering the values, selecting the dropdowns to choose from Vision data, or adding new ones.  

   1. Customer Account - Retrieve or add new.

   2. Unit - Retrieve or add new.

   3. Vin - May be manually entered or searched by selecting the magnifying glass.

   4. Vehicle Make - May be manually entered or returned by the Vin lookup.

   5. Vehicle Year - May be manually entered or returned by the Vin lookup.

   6. Vehicle Model - May be manually entered or returned by the Vin lookup.

   7. Vehicle Mileage - May be manually entered.

Adding Service 

1. Select a Ticket with a Status of Open.  

2. Select the down arrow to open the Services / Parts section. 

3. To add a Service, select the (+) icon.

 

4. Select the Service radio button.

5. Select the down arrow to the right of Service or enter a description of the Service to be performed.

6. Select a Service from the dropdown list, enter a partial number, type LAB in the Search Service field, or Scan an item with a Barcode Scanner.

7. Enter the quantity and any Notes necessary.

 

8. Select the Floppy Disk icon to save.

9. The item selected will be added as a Service.

10. Multiple Service items may be added to the Work Order.

Adding Parts

1. Select the down arrow to open the Services / Parts section. 

2. To add Parts, select the (+) icon.

3. Select the Parts radio button.

4. Select the down arrow to the right of Parts or enter the Part Line Code and the Part Number if it's a Non-Stocking Part.

5. Select a Part from the dropdown list, enter a partial number, or Scan an item with a Barcode Scanner.

 

6. The item selected will be added as a Service.

7. Select the Floppy Disk icon to save.

8. Multiple Parts may be added to a Work Order.

 

Tracking Time on Work Order

1. Once a Service/Labor item has been created, the Technician can select the stopwatch icon to start tracking time.

2. Enter the Description of the work and any notes necessary.  Select Start Timeclock.

   1. The tracking Indicator will turn green as time is tracked.

 

3. To stop tracking time, select the stopwatch icon with the line through it. The indicator light will turn red.  

4. The elapsed time recorded will be multiplied by the Technician Rate and is displayed in the Total field of each Service / Labor.

 

1. Once the Shop Time has been completed, the user will be prompted an area to enter notes on Service completed.

View Time on Work Order

1. Once time tracking has been logged, to view the details, select the View STM Entries button.  

2. Select the down arrow next to the Labor Item.

 

Calculate Parts, Labor, and Tax on Work Order

1. Not all calculations are included due to the complexity of Vision’s calculations, so a brief summary of Parts and Labor are provided along with a disclaimer.

 

2. The Labor Total, Parts Total, Deposit Amount applied, and Sales Tax% for the Customer will be displayed.  

Create a Work Authorization

1. Select the Authorize Work button to Capture the Customer’s signature on the Mobile Device.  This will save on the Device and sent to PTM Vision’s EDM module for future retrieval.

2. Have the Customer sign to Authorize Work to begin and select Save Signature.

3. If the Customer needs to start the signature over, select clear and the screen will reset.

Create a Work Approval

1. Select the Approve Work button to Capture the Customer’s signature on the Mobile Device.  This will save on the Device and sent to PTM Vision’s EDM module for future retrieval.

 

2. Have the Customer sign to Approve Completed Work.  Select Save Signature.

3. If the Customer needs to start the signature over, select clear and the screen will reset.

 PTM Vision Updates

Create New Ticket

1. Access PTM Vision.

2. Select O-Open Orders.

3. Select T or F2-Tickets. 

   1. Dispatch Ticket screen displays.

4. Select F2-New to create a New Dispatch Ticket.

   1. Edit Dispatch Screen displays.

5. Select F10-Find Customer Prefills with a 2 Account as a Cash Sale, which is fully editable

   1. Highlight a Customer and select Done.

 

1. Contact information is posted on the Ticket. Select OK.

 

2. Select the down arrow next to the Customer Units to display the Customer’s Units

   1. Highlight the Unit and select OK to assign the Unit to the Ticket.

 

 

3. Select the dropdown next to the Select Technician field to assign a Technician to the Ticket.

   1. If no Technician is assigned to the Ticket, Technicians will be able to retrieve the Ticket and the following message will display.  

 

2. To add Parts or Labor, select the New button in the right area of the screen.

3. Enter a Part Number or a Line code and select the down arrow to search Inventory

   1. Select the Part or Service to add to the Ticket Details.

   2. Enter the Line/Part number if non-stocking.  

4. Additional Functions 

   1. Select F2-New Detail to add additional Parts or Labor.

   2. Select F5-Delete to remove the highlighted item from Ticket Details.

   3. Select F7-Details to view the details of the highlighted item in Ticket Details.

   4. Select F8-Source to view the related WorkOrder to this Ticket.

   5. Select F9-Select WO to link this Ticket to an existing Work Order.

   6. Select F12-Convert to convert the existing Ticket to a Work Order.

   7. Select OK to Save..

Create a New Ticket from a Work Order

1. Access PTM Vision.

2. Select O-Open Orders.

3. Highlight the Work Order and select the Create Ticket button.

 

4. The same action can be performed by selecting the Work Order and selecting the Create Ticket button in the Work Order Detail screen.

Converting Tickets to Work Orders

1. Open the T-Tickets screen, open a Ticket, and select F12-Convert.  

2. A New Work Order will be created and the two will be linked.

 

Assigning Multiple Technicians to Work Orders

1. In the Work Order window, select F6-Options, 7 Mobile Service/Assign Multiple Techs

 

2. The Mobile Techs window will display.

 

3. Select F2-New to add a new Tech.

 

4. Highlight an additional Tech Name from the dropdown and select OK to save.

 

5. To Remove Technicians, highlight the Technician in the window, and select F5-Remove Tech

6. To refresh the list of Technicians assigned, select F6-Refresh.  

Process Mobile Service updates into PTM Vision

 

1. Updates from the Mobile Service Application need to sync with PTM Vision.  When an update is received by Vision, the External Actions button will change to Green to alert the user of updates that need to be processed.

2. Select the Green External Actions button to open the Mobile and Orders menu.

 

3. Each of the categories that need to be processed will also highlight in green.

4. Select the Green button to open the list of transactions processed on the Mobile Service Application.

 

5. Select F6-Process to update the changes into the Ticket in PTM Vision.

6. Select F5-Delete to delete a transaction without being processed.

7. Select F8-History to view the History of the Ticket.

8. Select OK to close or ESC to Exit

9. Do the same on the other highlighted buttons.

Install Beta App via Direct Link

1. Access the Google Play Store

2. Click on the user icon in the search bar

 

3. Select the Settings option from the popup window

 

4. Expand the About section and click on the Play Store version heading seven times

   1. Note, do not click on the Update Play Store or Learn More links

   2. There should be a toast notification after the first two/three clicks that say how many are remaining

5. Scroll up to the top of the window, expand the General section and click the Internal App Sharing option

6. Click the Turn On button on the popup

7. The user can then click on the direct version link provided by Pluss and install like normal

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

See Above

 

APPLICATION: PTM Vision/Plussnet

 

PROBLEM SUMMARY:  Large numbers of Rest service files cause Vision to slow down/freeze when opening

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select Services/Plussnet Options/Outbound Update Files

   1. Verify the Services/Outbox is shown

3. Select Commerce Site/Outbound Update Files

   1. Verify the Services/Outbox is shown

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Plussnet/Pluss Commerce

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

 

APPLICATION: PTM Vision/Utilities

 

PROBLEM SUMMARY:  Add utilities to manually mass sync customer and vendor records to satellite branches

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select Services/Plussnet Options/Refresh Remote Branches

3. Select Yes to the dialog message that states " WARNING: Running this utility during active business hours is not recommended! Bulk synchronizing records may take a long time and impact Vision performance while processing occurs. Are you sure you would like to continue?"

4. Select Customers/Vendors checkboxes and select Ok

5. Enter Date for Customers and Vendors and select Ok

6. Select Yes to the dialog that states "Are you sure you would like to continue?"

   1. Verify a dialog message is shown that states the number of Customers and Vendors being sent

7. Select Ok and restart Vision

   1. Verify the other branch receives the transactions

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Satellite Branching: Please Contact Pluss Software for More Information

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=outer_branch_syncing