Field Service Visit Management System For MSCQLD
1. Application Overview The Service Visit Management Canvas App is designed to provide users with a structured digital process for managing and completing customer service visits. The application allows users to create new service visits, select customers and locations, add service charges, manage customer-linked assets, record refill or product usage, calculate service costs, attach proof of work, and generate a PDF report after completing the visit. The application also supports offline data entry, allowing users to continue working when internet connectivity is unavailable and synchronize their entered information once the device reconnects. 2. New Service Visit The service process begins when the user selects New Service to create a new service visit. The application guides the user through the required service information using a multi-step process, helping ensure that customer, location, charges, assets, and other service-related information is captured before the visit is finalized. 3. Customer Selection The user identifies the customer associated with the service visit. The customer can be selected using the Customer ID (Debtor ID) or through a searchable customer selection field. Once identified, the system retrieves and displays the relevant customer details for confirmation. The customer selection process also supports quickly finding customers by name and location. 4. Location Selection The user can select the relevant location associated with the service visit. The application can provide location selection through a dropdown or map-based interface, allowing the correct service location to be associated with the visit. 5. Service Charges Management Users can record the charges associated with the service visit. Service charge information includes: Product / Service Code Quantity Price Multiple service charges can be added as individual line items. Users can also add, edit, or remove charges during the visit process. The total cost is updated as service charges are added or modified. 6. Asset Management The application displays assets associated with the selected customer and allows users to manage them as part of the service visit. Users can: View customer-linked assets Select relevant asset types View related asset components Assign and manage assets associated with the service visit Update the status of individual assets Asset statuses can indicate conditions such as Used, Not Used, or Serviced , allowing the service activity performed against customer assets to be recorded. 7. Refill and Product Usage Users can record products or items that were refilled or used during the service visit. The system applies the relevant customer-specific pricing and discounts when calculating the cost of these items. This allows product consumption during the service visit to be recorded together with the associated financial information. 8. Automatic Service Cost Calculation The application automatically calculates the financial totals associated with the service visit. The calculated values include: Total Service Charges Total Refill Costs Final Service Total This provides the user with an updated total based on the service charges and refill/product usage recorded during the visit. 9. Service Visit Review and Submission Before submitting the service visit, the application provides a summary of the entered information. The user can review details such as: Customer Location Service Charges Once the required information has been completed and reviewed, the service visit can be submitted. 10. Proof of Work and Attachments The application allows users to add images and attachments as proof of service . These supporting files can be associated with the completed service visit and included within the final report or provided separately as supporting documentation. 11. PDF Service Report After the service visit is completed, the application can generate a PDF Service Report . The report includes relevant information such as: Customer Details Service Charges Asset Status Refill Details Final Total Users can preview the PDF report before proceeding with the final download or email action. 12. Offline Mode and Synchronization The application supports offline working for situations where internet connectivity is unavailable. An offline indicator informs the user when the device is disconnected. Users can continue entering service information while offline, and the entered data is synchronized once the device reconnects to the internet. Overall Application Workflow The process begins when a user creates a new service visit and selects the relevant customer and service location. The system retrieves the customer information, after which the user records applicable service charges and manages the assets associated with the customer. The user updates asset statuses and records any products or refills used during the service. Customer-specific pricing and discounts are applied, and the application calculates the total service charges, refill costs, and final service total. Before submission, the user reviews the entered visit information and can attach images or other supporting evidence as proof of work. Once the visit is completed, a PDF service report can be generated containing the customer, service, asset, refill, and total information. If internet connectivity is unavailable during the visit, the user can continue entering information offline and synchronize the data when connectivity is restored. Create New Service → Select Customer → Select Location → Add Service Charges → Manage & Update Assets → Record Refills / Product Usage → Calculate Service Total → Review Visit → Add Proof of Work → Submit Service Visit → Generate PDF Report
Project Summary
1. Application Overview The Service Visit Management Canvas App is designed to provide users with a structured digital process for managing and completing customer service visits. The application allows users to create new service visits, select customers and locations, add service charges, manage customer-linked assets, record refill or product usage, calculate service costs, attach proof of work, and generate a PDF report after completing the visit. The application also supports offline data entry, allowing users to continue working when internet connectivity is unavailable and synchronize their entered information once the device reconnects. 2. New Service Visit The service process begins when the user selects New Service to create a new service visit. The application guides the user through the required service information using a multi-step process, helping ensure that customer, location, charges, assets, and other service-related information is captured before the visit is finalized. 3. Customer Selection The user identifies the customer associated with the service visit. The customer can be selected using the Customer ID (Debtor ID) or through a searchable customer selection field. Once identified, the system retrieves and displays the relevant customer details for confirmation. The customer selection process also supports quickly finding customers by name and location. 4. Location Selection The user can select the relevant location associated with the service visit. The application can provide location selection through a dropdown or map-based interface, allowing the correct service location to be associated with the visit. 5. Service Charges Management Users can record the charges associated with the service visit. Service charge information includes: Product / Service Code Quantity Price Multiple service charges can be added as individual line items. Users can also add, edit, or remove charges during the visit process. The total cost is updated as service charges are added or modified. 6. Asset Management The application displays assets associated with the selected customer and allows users to manage them as part of the service visit. Users can: View customer-linked assets Select relevant asset types View related asset components Assign and manage assets associated with the service visit Update the status of individual assets Asset statuses can indicate conditions such as Used, Not Used, or Serviced , allowing the service activity performed against customer assets to be recorded. 7. Refill and Product Usage Users can record products or items that were refilled or used during the service visit. The system applies the relevant customer-specific pricing and discounts when calculating the cost of these items. This allows product consumption during the service visit to be recorded together with the associated financial information. 8. Automatic Service Cost Calculation The application automatically calculates the financial totals associated with the service visit. The calculated values include: Total Service Charges Total Refill Costs Final Service Total This provides the user with an updated total based on the service charges and refill/product usage recorded during the visit. 9. Service Visit Review and Submission Before submitting the service visit, the application provides a summary of the entered information. The user can review details such as: Customer Location Service Charges Once the required information has been completed and reviewed, the service visit can be submitted. 10. Proof of Work and Attachments The application allows users to add images and attachments as proof of service . These supporting files can be associated with the completed service visit and included within the final report or provided separately as supporting documentation. 11. PDF Service Report After the service visit is completed, the application can generate a PDF Service Report . The report includes relevant information such as: Customer Details Service Charges Asset Status Refill Details Final Total Users can preview the PDF report before proceeding with the final download or email action. 12. Offline Mode and Synchronization The application supports offline working for situations where internet connectivity is unavailable. An offline indicator informs the user when the device is disconnected. Users can continue entering service information while offline, and the entered data is synchronized once the device reconnects to the internet. Overall Application Workflow The process begins when a user creates a new service visit and selects the relevant customer and service location. The system retrieves the customer information, after which the user records applicable service charges and manages the assets associated with the customer. The user updates asset statuses and records any products or refills used during the service. Customer-specific pricing and discounts are applied, and the application calculates the total service charges, refill costs, and final service total. Before submission, the user reviews the entered visit information and can attach images or other supporting evidence as proof of work. Once the visit is completed, a PDF service report can be generated containing the customer, service, asset, refill, and total information. If internet connectivity is unavailable during the visit, the user can continue entering information offline and synchronize the data when connectivity is restored. Create New Service → Select Customer → Select Location → Add Service Charges → Manage & Update Assets → Record Refills / Product Usage → Calculate Service Total → Review Visit → Add Proof of Work → Submit Service Visit → Generate PDF Report
Location: Queenland
Industry: Field Services / Industrial Services / Equipment Maintenance & Service Management
Challenge and Requirements
1.
Solution Delivered
CodeScale delivered a powerapps solution using PowerApps, PowerAutomate, Dataverse for Field Services / Industrial Services / Equipment Maintenance & Service Management.
Technology Used
- PowerApps
- PowerAutomate
- Dataverse
Business Outcome and Impact
1. Application Overview The Service Visit Management Canvas App is designed to provide users with a structured digital process for managing and completing customer service visits. The application allows users to create new service visits, select customers and locations, add service charges, manage customer-linked assets, record refill or product usage, calculate service costs, attach proof of work, and generate a PDF report after completing the visit. The application also supports offline data entry, allowing users to continue working when internet connectivity is unavailable and synchronize their entered information once the device reconnects. 2. New Service Visit The service process begins when the user selects New Service to create a new service visit. The application guides the user through the required service information using a multi-step process, helping ensure that customer, location, charges, assets, and other service-related information is captured before the visit is finalized. 3. Customer Selection The user identifies the customer associated with the service visit. The customer can be selected using the Customer ID (Debtor ID) or through a searchable customer selection field. Once identified, the system retrieves and displays the relevant customer details for confirmation. The customer selection process also supports quickly finding customers by name and location. 4. Location Selection The user can select the relevant location associated with the service visit. The application can provide location selection through a dropdown or map-based interface, allowing the correct service location to be associated with the visit. 5. Service Charges Management Users can record the charges associated with the service visit. Service charge information includes: Product / Service Code Quantity Price Multiple service charges can be added as individual line items. Users can also add, edit, or remove charges during the visit process. The total cost is updated as service charges are added or modified. 6. Asset Management The application displays assets associated with the selected customer and allows users to manage them as part of the service visit. Users can: View customer-linked assets Select relevant asset types View related asset components Assign and manage assets associated with the service visit Update the status of individual assets Asset statuses can indicate conditions such as Used, Not Used, or Serviced , allowing the service activity performed against customer assets to be recorded. 7. Refill and Product Usage Users can record products or items that were refilled or used during the service visit. The system applies the relevant customer-specific pricing and discounts when calculating the cost of these items. This allows product consumption during the service visit to be recorded together with the associated financial information. 8. Automatic Service Cost Calculation The application automatically calculates the financial totals associated with the service visit. The calculated values include: Total Service Charges Total Refill Costs Final Service Total This provides the user with an updated total based on the service charges and refill/product usage recorded during the visit. 9. Service Visit Review and Submission Before submitting the service visit, the application provides a summary of the entered information. The user can review details such as: Customer Location Service Charges Once the required information has been completed and reviewed, the service visit can be submitted. 10. Proof of Work and Attachments The application allows users to add images and attachments as proof of service . These supporting files can be associated with the completed service visit and included within the final report or provided separately as supporting documentation. 11. PDF Service Report After the service visit is completed, the application can generate a PDF Service Report . The report includes relevant information such as: Customer Details Service Charges Asset Status Refill Details Final Total Users can preview the PDF report before proceeding with the final download or email action. 12. Offline Mode and Synchronization The application supports offline working for situations where internet connectivity is unavailable. An offline indicator informs the user when the device is disconnected. Users can continue entering service information while offline, and the entered data is synchronized once the device reconnects to the internet. Overall Application Workflow The process begins when a user creates a new service visit and selects the relevant customer and service location. The system retrieves the customer information, after which the user records applicable service charges and manages the assets associated with the customer. The user updates asset statuses and records any products or refills used during the service. Customer-specific pricing and discounts are applied, and the application calculates the total service charges, refill costs, and final service total. Before submission, the user reviews the entered visit information and can attach images or other supporting evidence as proof of work. Once the visit is completed, a PDF service report can be generated containing the customer, service, asset, refill, and total information. If internet connectivity is unavailable during the visit, the user can continue entering information offline and synchronize the data when connectivity is restored. Create New Service → Select Customer → Select Location → Add Service Charges → Manage & Update Assets → Record Refills / Product Usage → Calculate Service Total → Review Visit → Add Proof of Work → Submit Service Visit → Generate PDF Report
Project Screenshots
