Category Archives: Uncategorized

Home / Archive by category "Uncategorized" ()

Forms Groups

A new setup item has been added to ServicePoint in build 220, called “Forms Groups”, allowing users to define a collection of forms/reports that will print together automatically.  Multiple forms with different destinations may be defined in a group, and all forms are executed when the group is used.  For example, checking in a piece of equipment for service/repair can automatically generate a receipt for the customer and a tag to be attached to the incoming item.

 

Each form within a group can be defined to be sent to a user-defined destination. The choices for destination are:

  • Select at print time – This option will bring up the same print window that has been presented in prior versions, allowing the user to select an alternate form and specify whether to Preview or Print the form
  • Preview – This choice will immediately display the specified form in a preview window when executed.
  • Allow printer selection by user – The specified report form will present a Windows printer selection window at print time, allowing the user to select their preferred printer.
  • Route to specific printer – This option allows the selection of a specific printer in the forms group definition, automatically routing this form to the particular printer when the group is invoked.
  • Email – Selecting the Email option, allows entry of the email to use, routing the report output directly to the proper email recipient at print time. Options exist to email the WO customer, the technician assigned to the service call, or a specific email address.  Multiple email recipients may be specified.

 

Here are some screen shots of the setup:

 

Forms Group I

 

Forms Group II

 

A group may be selected in ServicePoint Control Information under the “Default work order group”, and also as a default work order group in Work Order Status Codes. (In both of these locations, a single Crystal report file may still be typed in to default to the single specific form)

 

For full release notes, click here!

 

Emailing receipts from mobile

SPMobile, the remote access software for ServicePoint SQL, now has the ability to immediately email a ticket to the customer directly from within the app!  The new function has been added to the work order Summary screen and uses the default email address from the customer file, allowing email address override by the technician in the field.  If you are a current user of SPMobile, the additional functionality can be implemented simply by downloading and installing the update available on our downloads page.  Additional setup must be done, as described in the installation guide.

 

Here’s a sample of the information that can be included in the email to the customer…

 

EmailFromSPMobile

Web site upgrade!

We’ve completed an extensive overhaul of our website at rtmcs.com.  The improved layout has been designed to simplify navigation while offering better content, including automated cross-posting of blog entries to our RTM Facebook page.  The new site is based on Responsive Web Design standards to make it easy to read and navigate on all devices, from desktop monitors to cell phones.

SP Mobile web-based remote access

A link to the SP Mobile option download now exists on our Downloads page. This option allows technicians to access and update their service work orders from out in the field, using any device that has internet access. Our browser-based screens allow a tech to clock in and out of a task, add parts and notes, capture a customer signature, and to use gps navigation to get to their next job.

CP 8.5.1 Compatibility

As of 9.3, build 213, ServicePoint is compatible with CounterPoint up through version 8.5.1.  The latest service pack for ServicePoint is always available on our Downloads page.

Scheduling calendar enhancements.

ServicePoint now has new features to support scheduling of multi-day projects.  The scheduling function can now automate the allocation of labor time across multiple days, using a predefined calendar of work days/hours.

Rentals and reservations

Businesses from gamerooms and campgrounds, to camera shops and bookstores can use this set of features to loan out or rent goods or equipment, or simply reserve time for any type of resource.  See our whitepaper on this functionality by clicking on this link.

Prepaid blocks of support time

ServicePoint will now track time used in performing services against a prepaid block of time.  Time that exceeds the amount covered can be billed at “time and materials” rates, or can be billed as an overage when the time block is renewed.