Services Inquiry Overview
The Sapphire Web Pack Services Inquiry relates to any type of service that is required either by an external client or internal staff and can be booked through Sapphire Services Web Interface. This allows for a client to book a service, which could be a routine service or a perhaps a warranty service. The Service entry allows for the allocation of activities and resources and the date and time to be allocated to the service entry. Once a Service entry is entered it will automatically update to Job Projects, Timesheets, Resources and Activities.
The ability is provided for the user to enter a Type code, and it will be a predefined list of Types. The Status code is also presented with a predefined list of status, as well as a reference code for the item that is being serviced and it will also be searchable. A Contact for the service will be added and you also have the ability to add detailed notes and date and time relating to the service. By selecting the Plus button, you’ll be able to add an Event, and the user can then choose the Type by clicking on the drop-down and that will automatically put a type code in for the service available. The user can then select Tag, which will automatically give you a pre-defined list of Tags. Following on, we then have Status, which allow the user to select from a predefined status list for the current event.
Services Inquiry is contained within the Inquiry mode of Sapphire Web Pack.
Services Inquiry is a simplified version of the Service Inquiry on the SapphireOne Client Server. The SapphireOne Services Inquiry function, also commonly referred to as a Warranty Management Solution, allows for the tracking of the inventory warranty process with each unique inventory serial number. It gives the user the ability to link a Client to a service by providing the Client with a unique service number, and to link a Vendor as a subcontractor and allocate the service to that Vendor.
While new service records may not be established using the Web Pack, Service Events may be added to the original record. To View or Modify a Service record, highlight the service record and select the Modify button.
When the Modify button has been selected, SapphireOne will display the Service record screen as seen below.
To add a new Service Event to the Service Record, select the plus button on the right-hand side of the screen. SapphireOne will display the Event screen as seen below.
The Type, Tag and Status drop down menus are able to be created as the user requires. The By data field will be automatically entered by SapphireOne as the SapphireOne user who created the event.
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.
Once the new event details have been entered the user may then select the button to save the event. Service Events may also be be deleted by selecting the button as seen above.