TOP updates – March 31, 2020
Interactive forms – service protocols
With this version, CDESK obtains interactive forms according to your requirements and habits from service interventions. Interactive forms replace the paper form of records from services where the worker enters readings from serviced devices and readings about performing usual maintenance tasks, prepares an inventory or anything else that he writes in the pre-prepared items in the form.
Interactive forms are linked to the request via a linked device (CI object). A menu is available for this attached object from which it can start to generate the form. The forms are customized for different types of devices according to your specification.
The generated form can be exported in PDF format or archived to a given service request in CDESK.
If you are interested in interactive forms, send us your materials and we will evaluate their implementation.
Here we attach example from one implementation – generation of a warranty certificate for heating devices.
Interactive forms can also be used via the mobile app:
Improved invoicing of deals
One of the major updates of the version 3.0.177 is improved invoicing. From this version on, the entered work (fulfillments) can be invoiced directly in CDESK. We also have good news for invoicing of used material, which we will be able to process into invoices in one of the next versions.
The current invoicing applies to the following types of work:
- Regular fee
- Regular fee at a fixed rate with prepaid hours (with / without carry-over period)
- Work at an hourly rate
- Work (Fees) for a fixed price
- Acts at unit price
This type of invoicing is suitable for regular service with, for example, monthly invoicing. For one-time work with used material, we prepare invoicing via linked economic software. It will be available also in one of the upcoming versions for Money S4/S5 and Abra systems; in the future we will extend it to other economic systems.
Testing of requests by customer
The possibility to test requests by customer has been added to CDESK. This functionality becomes available when the “Testing by Customer” request status is enabled in global settings.
The operator switches the request to this state if testing by customer is required. The customer is informed about it by an e-mail notification. At the same time, buttons to evaluate the testing will become available on the request: Test successful, Test failed and Test canceled.
When evaluating a testing, it is also possible to insert a note. If the test is canceled or unsuccessful, the note is mandatory. After the test evaluation, the request switches to the In Progress status.
Request status change based on changes in the offers
The request status can now automatically change according to the request offer. The following changes are possible:
- If the offer is accepted or partially approved and denied, the request will switch to the “Ordered” status
- If the offer is denied, the request switches to the “Assigned” status
- The offer that is sent to customer for acceptance will switch the request to the “Offer” status
It is optional to enable this feature. It can be set in global settings. If it is on, the request will only switch to the given status if that status is on.
The information about accepted hours from the offer directly in the request
The request bookmark Fulfillments displays the total of accepted hours from the items in the request offer.
Creation of invoice fulfillments from the internal ones directly in the assigned modules
New option to create invoice fulfillments from the internal fulfillments from lists in the module bookmarks to which they are assigned. These are requests, work orders, tasks and deals.
XLS report of request templates
After a new update in the Request Templates module, a button for exporting to XLS has been added. The following columns can be exported:
- Service area of 1st level
- Service area of 2nd level
- Assignee group (if enabled in Global Settings)
- Assistant assignee
- After missing Time to Response assign to (assignee)
- Approval rule
- Link to the “Catalog of requests” category
- Assigned companies by type
- Visibility (jobs, user groups)
The button for exporting templates to XLS format has been also added to the context menu, next to the full-text search in request templates.
Determination of the length of waiting for the 3rd party and for supplier
In the version 3.0.176, the functionality of the “Waiting for the 3rd party” status has been extended. When a request is switched to this status, the date fields “from” and “to” to determine the start and the end of waiting become available. The fields are displayed only if the selection of supplier is enabled for “Waiting for the 3rd party” in Global Settings.
The field “from” is required. It should be pre-filled with the date and time when the request was set to “Waiting for the 3rd party”. The time can be changed manually. It is possible to enter an already passed date. The field “to” is not required unless the request status is changed.
The same functionality has been introduced for work orders in the “Waiting for supplier” status. The fields only appear if selection of the supplier in Global Settings is enabled for the “Waiting for supplier” status.