Mobile App: Researching Service History

Before starting a job or when troubleshooting onsite, it's helpful to review the customer's service history.  The Sera Mobile App makes it easy to access everything you need from prior appointments, all in one place. 

Where to Find Service History

You can access the full service history from two places:

• Job Summary - the main hub of the appointment that you are currently working
• Customer Search - found under Customers in the Main Menu by selecting the hamburger icon in the bottom floating bar

What's Included in Service History

The service history gives you access to previous job data including:

Past Appointments

View completed or in progress service calls to see when work was completed and what services were performed

Notes

Review technician or office notes left from previous visits to gain insight on recurring issues or customer preferences

Quotes & Invoices

Quickly view all previously proposed and accepted work.  Invoices will show exactly what was billed and paid.  

Equipment

Check the details of installed equipment, including model, serial number, and service history.

Photos & Documents

See any pictures uploaded during past visits.  This is helpful for visual references and warranty support.  Documents from past appointments related to this same job will be available as well.  

How to Research Effectively

1. Open the Customer Profile by clicking the Customer button from the Job Summary or from the Customer Search under the Main Menu.
2. Tap into the relevant tabs:
   1. Details
   2. Appointments
   3. Equipment
   4. Quotes
   5. Photos
   6. Notes
3. Review the content chronologically or by issue.