The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
·         View scheduled install work
·         See what items are to be installed
·         Record when they start/stop work on a service order
·         Capture a customer signature
·         Update finish status for a service order (including entering notes if needed)
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This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes.  It is designed to be easily usable on the smaller screen of a phone.

When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.  ​

This new feature provides Subareas to print SouthWare notes on selected SF Forms. These subareas offer flexible width and the option to select a specific note category. 

FlowPoints are also available so that you may use WorkFlow FlowMods to conditionally control whether a subarea prints on a form. This gives you the option to define multiple notes subareas and conditionally print only the ones that apply in a given situation.
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The forms that support this feature are:

• Sales Order Picking Ticket
• Order Acknowledgement
• Invoice
• Quote
• Service Order
• Service Order Picking Ticket
• Purchase Order