New Features
Linking a Warehouse Document to a Work Order
Application:
- Enables the assignment of warehouse documents (“Stock Transfer”) to specific work orders, improving logistics control.
- A new “Warehouse Documents” tab in the work order allows quick access to all related documents.
- A “Select Item from Warehouse Document” button has been added to the visit view, allowing quick selection of materials from the linked document.
Benefits:
✅ Better control over the flow of goods between warehouses and work orders.
✅ Faster assignment of materials to service visits.
✅ Reduced errors related to manual matching of warehouse documents.
“Work Orders on the Site” Button
Application:
- Quick access to information about other work orders assigned to the same site.
- When selecting a site while creating a work order, users can quickly check other active work orders for that site.
- This feature is also available for existing work orders, making it easier to manage tasks at a given site.
Benefits:
✅ Quick assessment of duplicate work orders for managers and coordinators.
✅ Better organization of service technicians’ work and avoidance of duplicate orders.
✅ Faster access to work history and current job statuses.
✅ Improved coordination of actions in complex service cases.
New Tag Categorization: Functional and Informational
Application:
- Informational tags help mark additional details, such as:
🔹 “Electrical certification,” “Driver’s license,” or “Foreign language proficiency” to indicate technician qualifications.
🔹 “Large ladder,” “Fiber optic welder,” or “Hammer drill” to list the tools a technician has.
🔹 “Boom lift,” “Aggressive dog,” “Large ladder,” “Fiber optic welder,” “Height certification,” or “Internal safety training” to mark key site conditions. - Unlike functional tags, informational tags do not affect system visibility. Their green color helps with identification.
Benefits:
✅ Faster search for technicians and resources with specific qualifications.
✅ Improved work organization by clearly labeling skills and certifications.
✅ Better technician-to-job matching through shared tags for work orders, sites, clients, and technicians.
Ability to Move Systems, Devices, and Components Within a Site Structure
Application:
- Allows precise relocation of devices and their components within the system, improving inventory accuracy and reflecting real-world site conditions.
Benefits:
✅ More accurate equipment inventory and placement records.
✅ Easier device location for technicians.
✅ Improved organization of technical documentation.
Advanced Filter Management
Application:
- Saved filters can now be overwritten and reordered, allowing for better customization and a more personalized system view.
Benefits:
✅ Greater system personalization.
✅ Time savings through quick access to frequently used filters.
Easier Client Communication Regarding Scheduled Visits
Application:
- Guest accounts can now confirm, reschedule, or cancel visits directly from an email notification.
- Each action is recorded in the work order history, and changes to visit status affect the overall work order status.
Benefits:
✅ Greater customer autonomy and simplified visit management.
✅ Automatic status updates, eliminating the need for manual confirmations.
✅ Improved organization and efficiency in service operations.
Weekly Maintenance Cycles
Application:
- Allows the creation of recurring work orders at a specified weekly interval on a chosen day of the week.
Benefits:
✅ Automation of maintenance processes.
✅ Better control over regular technical inspections.
✅ Reduced risk of missing critical services.
Changes
- Elements in the top navigation bar no longer shift when the scroll bar appears.
- The “View All” tag now has a red color for better readability.
- System update notifications are now active for all users as system alerts, with the option to receive them via email.
- New section descriptions and improved visibility of warehouse buttons in the visit execution view.
- Enhanced error detection and reporting mechanisms improve application stability.
- Faster loading of system notifications.
Bug Fixes
- Fixed the display of technicians on the map when using filters.
- Guest accounts can now create work orders without requiring the “View All” tag.
Summary
The new features in Serwico improve work order, warehouse document, and service process management. Linking work orders with warehouse documents, better tag organization, and extended guest account permissions enhance the planning and execution of service visits.
Serwico is becoming an even more intuitive tool that helps companies optimize operational processes, improve work organization, and increase transparency in their operations. 🚀
