# SRM - Service Request Management for Jetting Companies cuteOffice has SRM functionality as well as both client and technician self-service access. SRM functionality includes adding a service job request, assigning the job to technician, verifying the completed job, invoice generation, and payment process. Reporting functionality is available with the SRM module. In SRM, service request metrics can be analyzed and reported on through customizable dashboards and reporting features. - Master Data Management - User Access Management - Service Job Request Management - Verification after Job Completion - Invoice and Payment Management - Reporting ## User Access Matrix In the ***cuteOffice-SRM*** application, users can be assigned with different roles. Depending on the roles, the users can access the various functionalities included in the application. The following are the various roles to be assigned to the user including their permission details,
**Roles****Access Permissions**
Administrator- Dashboard - Master - Service Request - add Service Job Requests - assign technician and vehicle - verify the completed job record - assign rework for the technician - add and view AdHoc Service Requests - generate and view the invoices - do service payment - Report
Technician- Service Request - view their assigned service jobs and indicate starting and ending of jobs - send the Verification Form to the respective admins to verify the completed job - add and view AdHoc Service Reques
The **SRM** module in the ***cuteOffice*** application helps admins in managing the service based job functionalities. To navigate to the **SRM** module, click the **SRM** menu in the menu bar, the **SERVICE REQUEST MANAGEMENT** page opens as below. [![image-1709195725565.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1709195725565.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1709195725565.png) The **SERVICE REQUEST MANAGEMENT** page consists the following sub menus: **OPERATIONS -** Allows admin to add the service job requests, assign the jobs to technicians, generate invoice for completed job, and so **MASTER -** Allows SRM admin to add the vehicle master **REPORTS -** Helps admin to view the various reports corresponding to the service request ## Master The **Master** submenu in the **SRM** menu manages the master data such as details of vehicle including vehicle insurance, Housing and Development Board (HDB) season parking, and other details. The **Master** submenu contains the following tab, - Vehicle-Users assigned with srm\_admin role can only have access to this Master submenu and add the master data. The **Vehicle** tab in the **Master** submenu helps you to add the information of a vehicle to be used as a master data in the further request process. Click the **Vehicle** tab in the **Master** submenu, the **Vehicle** page opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-quaamdmd.png) ### Add a Vehicle If you want to add a vehicle, 1. Click (**Add Vehicle** button) in the **Vehicle**, the **Add Vehicle** window opens. (Note: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.)![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-k4ebod7i.png) 2. In the **Vehicle** section, enter the following details, - In the **Number** box, enter the vehicle number. - In the **Name** box, enter the vehicle name. - In the **Company** box, select a company from a drop-down list. - In the **Asset Tag Number** box, enter the asset tag number. - In the **Invoice Number** box, enter the invoice number. - In the **Invoice Date** box, select the invoice date. - In the **GPS Sim Number** box, enter the GPS sim number. - In the **No-Claim Discount (NCD)** box, enter the NCD number. - In the **Driver** box, select a driver from a drop-down list. - In the **IDD Code** box, select the IDD code. - In the **Area Code** box, enter the area code. - In the **Contact Number** box, enter the contact number. - In the **Parking Location** box, enter the parking location name. - In the **Vehicle Description** box, enter the description for the vehicle. 3. In the **Insurance** section, enter the following details, - In the **Number** box, enter the insurance number. - In the **Next Due Date** box, select the due date for the insurance. - In the **Vendor** box, enter the insurance vendor name. - In the **Agency** box, enter the agency name. 4. In the **Next Due Date** section, enter the following, - In the **Maintenance** box, select the due date for maintenance. - In the **Parking Coupon** box, select the due date for parking coupon. - In the **Road Tax** box, select the due date for road tax. - In the **Inspection** box, select the due date for vehicle inspection. - In the **Vehicle Parking Certificate (VPC)** box, select the due date for VPC. - In the **LG** box, select the due date for LG. - In the **LM** box, select the due date for LM. - In the **Certificate of Entitlement (COE) Expiry Date** box, select the expiry date for COE. 5. In the **HDB Season Parking** field, enter the following, - In the **Next Due Date** box, select the due date for HDB season parking. - In the **Payment Mode** box, select a payment mode from a drop-down list. - In the **Address** box, enter the address where the vehicle has parked. 6. In the Others field, enter the following, - In the **Dealer Name** box, enter the dealer name. - In the **Invoice Ref** box, enter the invoice reference number. - In the **Amount** box, enter the invoice amount including GST. - In the **In-vehicle Unit** (**IU) Label Number** box, enter the IU label number. - In the **Propellant** box, enter the propellant name. - In the **Shell Card Number** box, enter the shell card number. - In the **Shell Pin** box, enter the shell pin. - In the **Vehicle Preparation Center (VPC) Address** box, enter the VPC address. - In the **Remarks** box, enter your remarks if any. 7. Click **Save**. The vehicle is added and listed in the **Vehicle** page.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-g0zwwx76.png) 8. If your vehicle is in the workshop, you need to click to enable ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-gqblqgjk.png)(Radio button) in the **Workshop** column for the respective vehicle. The **Confirmation** dialog box opens. Click Yes to confirm. ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ligbrris.png) ### Edit a Vehicle You can edit the details of the added vehicle by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-bkkwav3t.png) (Edit icon) provided in the **Edit** column of the **Vehicle** page. To edit the added vehicle details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-d69x4isc.png)(Edit icon) of the respective vehicle, the **Add Vehicle** window opens with the added vehicle details.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-tiybki8g.png) 2. Edit the vehicle details where suits. 3. Click **Save**. ### Attach/View a Document into a Vehicle If you want to add a new document with the vehicle, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-3lcvah1l.png)(Attachment icon) of the respective vehicle for which you want to add, the **Add/ View Attachment** window opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-vrdzomre.png) 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-bs6qdykc.png)(**Add Document** button).The file choosing and uploading option will be enabled.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-dljsjty2.png) 3. Click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-8o48reiq.png) (**Choose File** button) and select the document which you want to upload. 4. Click **Upload**, The selected document will be uploaded and displayed in the **Add/View Attachment** window. If you want to view any attached document with a vehicle, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-xyxnxhab.png)(Attachment icon), the **Add/ View Attachment** window opens with a list of attached documents. (Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle.. 2. If you want to download the attached document, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-yh1d87gt.png)(Download icon) in the **Download** column. The document will be downloaded. ### Delete a Vehicle You can delete the added vehicle by using delete option provided in the **Delete** column of the **Vehicle** page. To delete any added vehicle, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-m6fll08i.png)(Delete icon) of the respective, the **Confirmation** dialogue box opens with the following notification: “**Are you sure you want to delete record?**”.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-sfe8fhm2.png) 2. If you want to delete the vehicle, click **Yes** otherwise click **No**. 3. The deleted vehicle will be removed from the **Vehicle** page. ### Filter a Vehicle If you want to view any specific vehicle details among multiple vehicles listed in the **Vehicle** page, you can use the filter option provided in the upper left corner of the **Vehicle** page. To filter any vehicle you want, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-6cr3ekqa.png)(Filter button). A filter box opens in each column of the **Vehicle** page.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-35goq7xl.png) 2. Enter the relevant data in any column filter. The vehicle(s) that qualifies will be filtered and display in vehicle page. ### Export a Vehicle List The application has a feature to download the added vehicle list in an excel format. You can use export option to download the added vehicle list. To download the added vehicle list, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-6wvfvxap.png) (**Export Excel** button). The vehicles added in the **Vehicle** page will be downloaded as an excel file. ## Service Request The **Service Request** submenu in the **SRM** page helps you to add and manage the functionalities related with the service schedule and the service request. The **Service Request** submenu contains the following tabs, - Service Schedule - Service Request View - Service Request Verification - Add Invoice - Manual Invoice - Lump Sum Invoice - Invoice View - Payment - Bulk Payment - Clear Cache ### Service Schedule The **Service Schedule** tab in the **Service Request** submenu helps you to add a service schedule. Click Service Schedule in the Service Request submenu, the Service Schedule page opens. [![image-1698638003553.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638003553.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638003553.png) #### View Service Schedule If you want to view any specific service schedule among the list of service schedules, you can use column filter to select the respective data such as Schedule No, Customer, Location, and Date Range in the respective fields given in the Service Schedule page. You can click the page expand icon at the top right corner to expand the filters. [![image-1698638156539.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638156539.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638156539.png) If you want to view the scheduled schedule of any customer, 1. Select a customer from the Customer field. 2. Click [![image-1698638301357.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638301357.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638301357.png) ( print Schedule button), the schedule details for the selected customer will be downloaded as a pdf. [![image-1697782130744.jpg](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697782130744.jpg)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697782130744.jpg) #### Add a Service Schedule To add a service schedule, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-cczeglus.png) (Add button) in the Service Schedule page, the **Add Service Schedule** window opens (Note: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving). [![image-1698130270983.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130270983.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130270983.png) 2. In the **Project List** box, select a project list from a drop-down list. Once you have selected a project, the customer, the customer location and contact number of the selected project will be automatically populated. 3. Note: If you want to select all projects, click to enable the All checkbox provided with the Project List box. And then select relevant details in customer, customer location and contact number box. [![image-1697781055715.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697781055715.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697781055715.png) 4. In the **Start Date** and **End Date** boxes, select the schedule’s start and end dates. 5. In the **Frequency** box, select the frequency of doing service based on the customer requirement. For example, if the customer expects to do the service for three times in a month, select **3 x Monthly.** Note: If you want to view the location in the map, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-dejbvlnz.png) (Location Map icon) provided with the Frequency box.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-9ki2hqhv.png) 6. In the **Type** box, select a type of medium. 7. In the **Service Description** box, enter the service description. 8. In the **Invoice Description** box, enter the invoice description. 9. In the **Effective Date** box, select the effective date of the service schedule. 10. In the **Invoice Due Days** box, enter the due days for invoice. 11. In the **Term Days** box, enter the term days. 12. In the **Plan Schedule** box, select the plan schedule whether Day Job or Night Job. 13. In the **Tanker Size** box, select the tanker size whether small or big. 14. If the service is jetting, select Jetting or if the service is PUB, select the PUB. [![image-1697781749216.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697781749216.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697781749216.png) 15. In the **Grease Trap Size** box, enter the grease trap size. 16. In the **Total Grease** box, enter the total grease value. 17. In the **Manpower** box, enter the required manpower. 18. In the **Price** box, enter the price for the service. 19. In the **Service Note** box, enter the service note. 20. In the **Invoice Note** box, enter the invoice note. 21. In the **Private Note for Internal** box, enter the note for internal. 22. In the **Effective Time** box, select the effective time. The calendar will be displayed based on the selection of frequency. 23. In **Old SRM Sales Contract No** box, enter the old SRM sale contract number associated with the service schedule. 24. Click **Save**. The service schedule will be added and listed in the Service Schedule page. #### Activate/Cancel a Service Schedule To activate a service schedule, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-klbzxgrr.png) (Active icon) that is provided in the Action column in the service schedule page. The Service Request List window opens and shows the list of service requests added against the selected service schedule number.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-orgs5wqm.png) 2. Click **Ok**. The Remarks box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ebvqi1x9.png) 3. Enter your remarks and click **Save**. The service schedule will be activated. The remarks you have entered will be saved in the Status Remarks column of the Service Schedule page. To cancel a service schedule, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ef0aaowo.png) (Cancel icon) that is provided in the Action column, of the service schedule. The Service Request List window opens and shows the list of service requests added against the selected service schedule number.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-agu4cd0y.png) 2. Click **Ok**. The Remarks box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-neerxyky.png) 3. Enter your remarks and click **Save**. The service schedule will be cancelled. The remarks you have entered will be saved in the Status Remarks column of the Service Schedule page. #### Edit a Service Schedule You can edit the details of the added service schedule by using edit option provided in the Edit column of the Vehicle page. To edit the added service schedule details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-4ibmefvc.png) (Edit icon) of the respective service schedule you have added, the Add Service Schedule window opens with the added service schedule details.[![image-1697783400078.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697783400078.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697783400078.png) 2. Edit the service schedule details where you want. 3. Click **Save**. #### Delete a Service Schedule You can delete the added service schedule by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-sfuhuixi.png) (Delete icon) provided in the Delete column of the Service Schedule page. #### Export a Service Schedule List If you want to export all the service schedules in the Service Schedule page in an excel format, you can use the export option provided in the Service Schedule page. To know how to export, follow the procedures given in the topic, “Export a Vehicle List”. ### Service Request View The **Service Request View** tab in the **Service Request** submenu helps you to add a service request. Users assigned with **srm\_admin** and **srm\_technician** roles can have access to view this **Service Request View** page. Click **Service Request View** in the **Service Request,** the **Service Request View** page opens. [![image-1698130148290.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130148290.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130148290.png) - You can configure displaying of the number of service request items per page by selecting **50**, **100**, **250, 500,** or **1000**, - If you want to view any specific service request among the list of service requests, you can select the respective data such as Service Request No, Customer, Location, and Date Range in the respective fields given in the **Service Request View** - The service request displayed in different color explains their status: #### Add a Contract Service Request To add a contract service request, do the following steps, 1. Click [![image-1698129828567.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698129828567.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698129828567.png)(**Add** button) in the **Service Request View page,** the **Service Request** window opens, click to select **Contract SR** (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.). [![image-1698130642389.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130642389.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130642389.png) 2. In the **Admin Company** box, select admin company. 3. In **Customer** box, select customer company name. 4. In **Location** box, select location. 5. In **Contact Name** box, select contact name. 6. In **Contact Number** box, if contact name is selected, the associated contact number and email address will automatically populated. 7. In **Contact Email** box, if contact name is selected, the associated email address will automatically populated. 8. In **Service Request Date** box, click to select date. 9. In **Service Request Time** box, click to select time. 10. In **Type** box, click to select service type. 11. In **Plan Schedule** box, click to select plan schedule as Day Job or Night Job. 12. In **Tanker Size** box, click to select tanker size. 13. In **Grease Trap Size** box, enter or select grease trap size. 14. In **Jetting, PUB, Return Choke** options, click to select relevant option(s). 15. In **Adhoc Sales Contract No** box, enter adhoc sales contract number if any. 16. In **Quotation No** box, enter quotation number. 17. In **Total Grease** box, enter the total grease value. 18. In **Manpower** box, enter the required manpower. 19. In **Price** /**Visit** box, enter the price for the service request. 20. In **Payment Mode** box, select payment mode. 21. In **Billing** flag, click to enable if applicable. 22. In **Service Description** box, enter service description. 23. In **Invoice Description** box, enter invoice description. 24. In **Invoice Note** box, enter the invoice note. 25. In **Private Note for Internal** box, enter the note for internal. 26. In **Service Note** box, enter the service note. 27. In **Show All Vehicle/Technician** flag, click to enable if applicable. When this flag is ticked, vehicle and technician selection list will include all technician and vehicle. Else Jetting Service Request will show only jetting vehicle and technicians in jetting department only. 28. In **New Planned Service Date** box, click to select planned date. 29. In **Planned Time In** box, click to select planned time in. 30. In **Planned Time Out** box, click to select planned time out. 31. In **Vehicle** box, select vehicle. 32. In **Technician** box, select technician. 33. For **Assignment History** option, it is used to check all existing assignments of selected technician, so that user can unassign the technician from some assignments to make him available for the job on this new service request date. 34. Click **Save**. The service request is added and listed in the **Service Request View** page. #### Edit a Service Request You can edit the details of the added service request by using edit option provided in the **Edit** column of the **Service Request View** page. To edit the added service request details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-qgodqlxw.png)(Edit icon) of the respective service request, the **Service Request** window opens, 2. Edit the service request details where needed. 3. Click **Save** to save edits. #### Assign Technician and Vehicle for a Service Request Users assigned with **srm\_admin** role only can have access to assign the technician and vehicle for an added service request. Users assigned with **srm\_technician** role can only view the assigned details. To assign the technician and vehicle for an added service request, do the following steps, 1. Click[![image-1698645946491.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698645946491.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698645946491.png) (Assign icon) in the assign column of the respective service, the **Assign Technician** window opens. [![image-1698645988734.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698645988734.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698645988734.png) 2. In **Planned Service Date** box, the planned date will show automatically. 3. In **New Planned Service Date** box, click to select new date if needed. 4. In **Planned Time In** and **Planned Time Out** boxes, select the planned in and out times. 5. In **Vehicle** box, select a vehicle from a list. **Note**: You can select multiple vehicles. 6. In **Technician** box, select a technician from a list. **Note**: You can select multiple technicians. 7. Click **Save,** the service request is assigned. For **Assignment History** option, it is used to check all existing assignments of selected technician, so that user can unassign the technician from some assignments to make him available for the job on this new service request date. After assigning the vehicle and technician, the SR record will be changed to yellow color. The service request will be moved to the respective technicians and the ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-owryyxa9.png) (Job Starts icon) will be appeared in the **Verification** column as below,![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-mjlhlifp.png) #### Indicate Starting and Ending of Job Once the service request is added and assigned for the respective technician and vehicle by the client, the technician can login and view job details assigned to them. **To indicate that the job was started,![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rnazmt04.png)** 1. Click on ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-hibfxrgk.png)(Job Starts icon) appeared in the **Verification** column, the job started status will be updated successfully and the SR record will be changed to Blue color. **To indicate that the job was ended,**![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-7tddkyam.png) 1. Click on ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-e0dq8lhs.png)(Job Ends icon) appeared in the **Verification** column, the job ended status will be updated successfully and the SR record will be changed to Purple color. Once the job has completed, the verification process begins.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-b2h0qgip.png) **Note**: When you click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-nlycbhrq.png) (Assign icon) of this service request, the vehicle and technicians which are assigned already will not be shown in list. #### Verify the Service Request Completion In general, once the job is done by the technician, the respective SR record will be moved for verification that needs to be done by the admin. This **Verification** functionality is provided for the technician on the job to print the Service Verification Form for client to verify the job done by technician and sign off.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-24yky81c.png) 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-r5cu3xrg.png)(Verification icon) provided in the **Verification** column**,** the **Service Request Verification** window opens. [![image-1698702122999.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702122999.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702122999.png) 2. In **DESCRIPTION** box, enter the description. 3. In **NOTE** box, enter your note if any. 4. In **FEEDBACK FROM CLIENT** box, enter client feedback. 5. In **START TIME** and **END TIME** boxes, verify start and end time, if any changes, select the started and ended time of the assigned job. 6. In **SERVICE DONE BY** box, verify technician assigned, if any changes, click to select technician name. 7. In **VEHICLE NO** box, verify vehicle number, if any changes, click to select vehicle number. 8. In **Price** box, verify the price, enter updated price if any changes. 9. In other payment details section, click to enable if applicable. [![image-1698702625434.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702625434.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702625434.png) - If you go for cash payment, select the checkbox of the CASH PAYMENT? option. - If you want to add the GST amount, select the checkbox of the ADD GST? option. The price will be added with the GST amount. - If you want the service to be continued, select the checkbox of the SERVICE WILL CONTINUE? option. Once you selected the SERVICE WILL CONTINUE? option, the system will indicate "Continue" in the Job column for the select service request. And another SR request will be created as shown below, [![image-1699942088800.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699942088800.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699942088800.png) 10. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ywidxvpr.png)(Sign icon) to add your signature, the **Signature** window opens. - In the **Sign By** box, enter you name. - Add you signature. - Verify the date. - Click **Save**. [![image-1698702700462.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702700462.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702700462.png) 11. To attach any file, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-tdrgxsgh.png)(Attach icon) and attach the file. 12. Click **SAVE** to save verification of the service requestion record. #### Rework When the job completed by the technician does not meet the expectations of client, the client can assign for the rework. Users assigned with **srm\_admin** role only can have access to start rework by using reset option. To start the rework, 1. Navigate to verification column of the respective service request, [![image-1699423693251.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699423693251.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699423693251.png) 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-xyjc1a7m.png)(Reset icon). A new service request will be added for rework and the job status will be updated as **Rework** in the **Job** column.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-cmn6nipp.png) #### Print a Service Record To print any SR record, do the following steps, click the respective ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-hnv4qw3c.png) (Print icon) in the **Print** column. The SR record will be downloaded as a pdf file with customizable format. #### Attach/View a Document into a Service Request **To add a new document with the service request**, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rafejnif.png) (Attachment icon) in the **Documents** column of the respective service request for which you want to add attachment, the **Add/ View Attachment** window opens. [![image-1699425158846.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425158846.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425158846.png) 2. Click [![image-1699425181609.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425181609.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425181609.png)(**Add Document** button), the file choosing and uploading option will be enabled. [![image-1699425274177.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425274177.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425274177.png) 3. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-kkjuvbkt.png)(**Choose File** button) and select the document which you want to upload. 4. Click **Upload.** The selected document will be uploaded and displayed in the **Add/View Attachment** window. **To view any attached document with a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-s037v7cx.png)(Attachment icon) in the **Documents** column, the **Add/ View Attachment** window opens with a list of attached documents. Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle. [![image-1699425401496.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425401496.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425401496.png) 2. If you want to download the attached document, click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-iopdjpic.png) (Download icon) in the **Download** column. The document will be downloaded. #### Activate/Cancel a Service Request If you want to activate or cancel a service request, do the following steps, **To activate a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rlzrvxvm.png)(Active icon) that is provided in the **Action** column of the service request, the **Remarks** box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-jj9z4l2f.png) 2. Enter your remarks and click **Save**. The service request will be activated. The remarks you have entered will be saved in the **Action Remarks** column of the **Service Request View** page. **To cancel a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-pl088zwq.png)(Cancel icon) that is provided in the **Action** column of the service request. The **Remarks** box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-oazdxlax.png) 2. Enter your remarks and click **Save**. The service request will be cancelled. The remarks you have entered will be saved in the **Action Remarks** column of the **Service Request View** page. #### Delete a Service Request You can delete the added service request by using delete option![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-0cl57pry.png) provided in the **Delete** column of the **Service Request View** page. #### Add an AdHoc Service Request When a service request is not a planned one, you can add the request as an Adhoc SR. Project details are not mandatory to add the Adhoc SR. Users assigned with **srm\_admin** and **srm\_technician** roles can have access to add and view the AdHoc service requests. To add an adhoc SR, 1. Click [![image-1698129828567.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698129828567.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698129828567.png)(**Add** button) in the **Service Request View page,** the **Service Request** window opens, click to select **AdHoc SR** (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.). [![image-1699425708907.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425708907.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425708907.png) 2. Fill up the mandatory fields as below. 3. In **Contact Name** box, select contact name. 4. In **Contact Number** box, if contact name is selected, the associated contact number and email address will automatically populated. 5. In **Contact Email** box, if contact name is selected, the associated email address will automatically populated. 6. In **Service Request Date** box, click to select date. 7. In **Service Request Time** box, click to select time. 8. In **Type** box, click to select service type. 9. In **Plan Schedule** box, click to select plan schedule as Day Job or Night Job. 10. In **Tanker Size** box, click to select tanker size. 11. In **Grease Trap Size** box, enter or select grease trap size. 12. In **Total Grease** box, enter the total grease value. 13. In **Manpower** box, enter the required manpower. 14. In **Price** /**Visit** box, enter the price for the service request. 15. In **Payment Mode** box, select payment mode. 16. In **Billing** flag, click to enable if applicable. 17. In **Service Description** box, enter service description. 18. In **New Planned Service Date** box, click to select planned date. 19. In **Planned Time In** box, click to select planned time in. 20. In **Planned Time Out** box, click to select planned time out. 21. Click **Save**. The service request is added and listed in the **Service Request View** page. #### View Adhoc Service Requests If you want to view the added adhoc service requests, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-ywdy9sie.png) (**AdHoc View** button) in the **Service Request View** page. The Adhoc service requests opens as below, [![image-1699943447634.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699943447634.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699943447634.png) Filter a Service Request If you want to filter a specific service request in the **Service Request View** page, you can use the filter option provided in the **Service Request View** page. #### Export a Service Request list If you want to export all the service requests in the **Service Request View** page in an excel format, you can use the export option provided in the **Service Request View** page. #### Bulk Print If you want to print multiple SR record, 1. Select the checkbox of the respective service 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-omelaad0.png)(**Bulk Print** button). The selected SR records will be downloaded in a pdf file. ### Service Request Verification Users can verify the signed Service Verification Forms and to proceed to the next stage of invoice generation in the **Service Request Verification** tab in the **Service Request** submenu. Users assigned with **srm\_admin** role have access to view this **Service Verification** page and verify the Service Verification Form sent by the Technician. Click **Verification** in the **Service Request,** the **Service Verification** page opens. [![image-1701152316199.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701152316199.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701152316199.png) - If you want to view any specific service request among the list of service requests, you can use the select the respective filters provided in the Service Verification search bar. - The legend at the bottom of page denotes different status of a service request. #### Verify the Service Verification Form Once the service verification form is signed and submitted by the technician, the verification form will be sent for verification. After the service request verification form is verified, the request will be moved for invoice generation. To verify the service verification form, 1. Navigate to the respective service request you want to verify, 2. Click the checkbox provided in the **Verified**,[![image-1701153976265.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701153976265.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701153976265.png) 3. The **Confirm** dialog box opens and shows the following message [![image-1701154064033.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154064033.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154064033.png) 4. Click Yes, a verified successful notification will display, and the selected request will be moved to the Invoice Generation page to generate invoice for the payment.[![image-1701154348963.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154348963.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154348963.png) #### Print a Service Record To print any SR record, click[![image-1701154968718.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154968718.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154968718.png) (print icon) of respective service request in the Print column in the service verification page. The SR record will be downloaded as a pdf file. [![image-1701155184690.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155184690.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155184690.png) #### Attach/View a Document into a Service Request **To add a new document with the service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-dbj2qhfu.png)(Attachment icon) of the respective service request, the **Add/ View Attachment** window opens. [![image-1701155358555.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155358555.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155358555.png) 2. Click [![image-1701155395780.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155395780.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155395780.png) (add document icon), The file choosing and uploading option will be enabled, [![image-1701155549462.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155549462.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155549462.png) 3. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-rqoobozu.png) (Choose File icon) and select the document which you want to upload. 4. Click Upload. The selected document will be uploaded and displayed in the Add/View Attachment window. **To view any attached document with a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-s037v7cx.png)(Attachment icon) in the **Documents** column, the **Add/ View Attachment** window opens with a list of attached documents. Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle. [![image-1699425401496.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425401496.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425401496.png) 2. If you want to download the attached document, click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-iopdjpic.png) (Download icon) in the **Download** column. The document will be downloaded. #### Filter a Service Request If you want to filter a specific service request in the **Service Verification** page, you can use the filter option provided in the **Service Verification** page. #### Export a Service Request List If you want to export all the service requests in the **Service Verification** page in an excel format, you can use the export option provided in the **Service Verification** page. ### Invoice Generation Once the service request verification process has completed, the request will be moved for invoice generation. There are three ways to generate invoice: 1. Add Invoice - Users can generate invoice in the **Add Invoice** tab. 2. Manual Invoice - Users can generate invoice manually in the Manual Invoice tab. Click **Manual Invoice** in the **Service Request,** the **Manual Invoice** page opens. [![image-1702364885548.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1702364885548.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1702364885548.png) 3. Lump Sum Invoice - Users can generate lump sum invoice per customer in the **Lump Sum Invoice** tab. Click **Lump Sum Invoice** in the **Service Request,** the **Lump Sum Invoice** page opens. - If you want to view any specific service request among the list of service requests, you can user the respective filters such as Customer, Location, Verified and SR Date Ranges in the **Invoice Generation page.** #### Add Invoice To generate an invoice automatically, 1. Click **Add Invoice** in the **Service Request** menu**,** the **Invoice Generation** page opens. [![image-1701156127923.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701156127923.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701156127923.png) 2. Click the checkbox of the respective service request for which you want to generate an invoice, [![image-1701326198639.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326198639.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326198639.png) 3. Click [![image-1701326038764.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326038764.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326038764.png)(**Generate Invoice** button).The **Generate Service Invoice** window opens (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving). [![image-1701326314428.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326314428.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326314428.png) 4. In the **Invoice Title** box, enter the invoice title. 5. In the **PO** box, enter the PO number. 6. In the **Invoice Date** box, select the invoice date. 7. In the **Note** box, enter note if any. 8. In the **Private Note** box, enter private note for internal reference if any. 9. Click **Save**. The generated invoice will be saved and moved to the **Invoice View** page. #### Manual Invoice To generate an invoice manually, 1. Click Manual Invoice in the **Service Request** menu**,** the **Manual Invoice** page opens, 2. Select customer type, i.e.. Contract Customer or Adhoc Customer. 3. In the **Customer** box, select customer. 4. In the **Billing Name** box, billing name will auto populate customer name, user can edit billing name if billing name is different from customer name. 5. In the **Location** box, select location. 6. In the **Invoice Header** box, enter invoice header. 7. In the **Invoice Title** box, enter invoice title. 8. In the PO box, enter PO number. 9. In the Invoice Date box, select invoice date. 10. In the Total box, enter invoice total amount. 11. In the 9%GST box, the gst amount will be automatically calculated. 12. In the Inclusive Total box, the inclusive total will be automatically calculated. 13. In the Quotation No box, enter quotation number. 14. In the Contract No box, enter contract number. 15. In the Note box, enter note if any. 16. In the Private Note box, enter any private note for internal reference if any. 17. In the Invoice Details section, click [![image-1705515350298.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515350298.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515350298.png), then enter invoice details. The total amounts in manual invoice must tally with total of all detailed invoices before user press "save" button, else this validation will always show up and block the data saving. [![image-1705515437719.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515437719.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515437719.png) 18. Click Save, the manual invoice will be saved. And the details can be viewed in the Invoice View tab. [![image-1705515927628.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515927628.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515927628.png) ### Lump Sum Invoice Lump sum invoice is used to generate lump sum invoices for lump sum sales contract. The business scenario is as below: Once any lump sum sales contract is created from sales enquiry (by enabling lump sum contract option when creating sales contract), user can create service schedule based on the sales contract, and after the service job is completed, user will be able to generate lump sum invoice in the Lump Sum Invoice tab. To generate lump sum invoice, 1. Click Lump Sum Invoice tab, the lump sum invoice generation page opens as below, [![image-1705962684607.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962684607.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962684607.png) 2. Click to select the service schedule, then click "Generate Lump Sum Invoice" button, [![image-1705962758456.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962758456.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962758456.png) 3. The Invoice Generation for Lump Sum Contract screen opens as below,[![image-1705962885144.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962885144.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962885144.png) 4. Enter Invoice title and other details. 5. Click Save, the generated lump sum invoice will be saved and user can view it in the Invoice View page. [![image-1706245844148.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706245844148.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706245844148.png) ### Invoice View The **Invoice View** tab in the **Service Request** submenu manages all the generated invoice details. Click **Invoice View** in the **Service Request.** The **All Invoices** page opens as below,[![image-1701326879130.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326879130.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326879130.png) If you want to view any specific invoice among the list of invoices, you can select the respective Customer, Location, Date Range in the field given in the All Invoices page. The invoices displayed in different color denotes their status, i.e., Completed payment or Unpaid Invoice. #### Process an Invoice To process an invoice, 1. 1. Click to select the checkbox provided in the ****Is Invoiced?**** column, [![image-1701756225911.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756225911.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756225911.png) 2. The **Confirm** dialog box open and shows the following message. [![image-1701756737942.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756737942.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756737942.png) 3. Click **Yes**. The invoice record will be changed to green color and as Completed. #### Set Printing options for Invoices To set the printing options of the invoices, 1. Click [![image-1701756866782.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756866782.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756866782.png)(Print Option icon) provided in the **Print Option** column**,** the **Invoice PDF options** window opens [![image-1701756915418.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756915418.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756915418.png) 2. Select the checkbox of the **Service Number** and **Service Description** options based on user's request. 3. Click **Save**. #### Print an Invoice To print an invoice, 1. Click the respective ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/embedded-image-hegbdncu.png) (Print icon) in the **Print** column. 2. The invoice will be downloaded as a pdf file. [![image-1701757613930.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757613930.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757613930.png) #### Delete an Invoice You can delete the invoice by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/embedded-image-mkjp5bga.png) (Delete icon) provided in the **Delete** column of the **All Invoices** page. #### Filter an Invoice If you want to filter an invoice in the **All Invoices** page, you can use the [![image-1701757753997.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757753997.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757753997.png)filter option provided in the **All Invoices** page. #### Export an Invoice List If you want to export all the invoices in the **All Invoices** page in an excel format, you can use the [![image-1701757713901.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757713901.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757713901.png)export option provided in the **All Invoices** page. ### Payment The **Payment** tab in the **Service Request** submenu allows user to add the service payment details against the related invoice. Users who are assigned with srm\_admin role will have access to view this Service Payment page. Click **Payment** in the **Service Request,** the **Service Payment** page opens, user can configure the number of invoices per page displaying by selecting 50, 100, 250, 500, or 1000 at the bottom of page. [![image-1706683344310.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706683344310.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706683344310.png) - User can use filter options to view any specific invoice among the list of invoices, filter options including Billing Name, Customer, Location, Date Range in the field given in the **Service Payment** page. - The invoices displayed in different color explains their status as described in legend. #### Add Payment Details To add the payment details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/embedded-image-7hu0intl.png)(Payment icon) in the Payment column, The **Service Payment** window opens. [![image-1706683993730.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706683993730.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706683993730.png) 2. The fields highlighted with red color in payment detail page are mandatory. You must enter the relevant details in that fields before saving. [![image-1706684120433.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706684120433.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706684120433.png) 3. In the **Bank A/C** box, select a bank account from a drop-down list. 4. In the **Payment Date** box, select the payment date. 5. In the **Billing Name** box, enter billing name (if billing name is same as company name, company name will auto fill as billing name). 6. In the **Payment Type** box, select a payment type. 7. In the **Amount** box, enter the amount if it's different from invoice amount. The **Paid?** box will be 8. In the **Reference No** box, enter reference number. 9. In the **Note** box, enter your note if any. 10. Click **Save**. The invoice record will be changed to Green color and as completed. #### Filter an Invoice If you want to filter an invoice in the **Service Payment** list, you can use the filter option provided in the **Service Payment** page such as SR number, invoice number etc.. [![image-1706685109822.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685109822.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685109822.png) #### Export an Payment List If you want to export all the invoices in the **Service Payment** page in an excel format, you can use the export option [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)provided in the **Service Payment** page. ### Bulk Payment The **Bulk Payment** tab in the **Service Request** submenu allows user to enter multiple invoice payments that belongs to a same billing name in bulk. Click Bulk Payment tab, the bulk payment for service payment page opens as below, [![image-1706769997474.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706769997474.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706769997474.png) To do bulk payment, 1. In Admin-Company box, select Admin company from a list of admin companies which the payment shall be paid to. 2. In Bank A/C box, select bank account name to receive payments, 3. In Billing Name box, select invoice billing name. 4. In Payment Type box, select payment type from list such as cash, online transfer, paynow etc.. 5. In Payment Date box, click to select payment date. 6. In Amount Pay box, enter amount paid. 7. In Reference Number box, enter reference number if any. 8. Click [![image-1706770025125.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770025125.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770025125.png)Search button, a list of unpaid invoice belong to selected billing name will display in the screen, and **Bulk Pay** button will be enabled. [![image-1706770333086.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770333086.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770333086.png) 9. Click to select invoices from the list of unpaid invoices in the screen, and the selected invoice amount will be calculated and displayed in **Selected Amount** box. 10. If Selected amount box differs from Amount pay box, user can click Calculate Excess Amount button, and system will show payment confirmation notification as below, [![image-1706770892673.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770892673.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770892673.png) 11. Click Yes to confirm bulk payment, upon successful creation, a bulk payment number will be displayed in the payment No box in the search area as below. [![image-1706771556584.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706771556584.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706771556584.png) 12. And the bulk payment details will be saved in the Payment tab. User can search by bulk payment number in payment page, [![image-1706772031026.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772031026.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772031026.png) Note: User with permissions will be able to revert bulk payment if needed. After clicking search button, authorized user can click Revert Bulk Payment button, and a confirmation notification will show as below. Click Yes to confirm reverting bulk payment for selected bulk payment number. And the associated invoices will be reverted to unpaid status. [![image-1706772129481.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772129481.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772129481.png) ### Clear Cache Clear cache tab is used to clear search caches in Service Request and Service Schedule menu screens. Click Clear Cache, the clear cache page opens as below, click Proceed to confirm clearing cache. [![image-1706772544252.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772544252.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772544252.png) ## Report The Report submenu in the SRM page helps user view the various reports related with the service request management. The Report submenu contains the following tabs, - Invoice Pending - Statement Of Accounts - Request For PUB - Invoice Ageing Report - SR Sales Report By Jetting/Vacuum - Payment History - Verification Pending - Cash Received ### Invoice Pending The **Invoice Pending** tab in the **Report** submenu helps you to view the pending invoice details. Click **Invoice Pending** in the **Report** submenu. The **Invoice Pending** page opens and shows the list of invoices which are pending (number of items display per page can be configured by select number in the item per page box that located at the bottom of page). [![image-1706773059212.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706773059212.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706773059212.png) If user want to view any specific pending invoice among the list of pending invoices, you can select the respective Date Range in **or click Filter** option provided in the Invoice Pending page. #### Export a Pending Invoice List If you want to export all the invoices in the **Invoice Pending** page in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the **Invoice Pending** page. ### Statement Of Accounts Statement of accounts reports help user view all transactions with a particular customer. Click Statement of Accounts, the statement of accounts report page opens, user can select SR customer name or billing name, and As of Date, and then click Search, the report will show as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1706773724609.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706773724609.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706773724609.png) #### Export a Statement of Accounts If you want to export statement of accounts, you can use the[![image-1707200431612.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200431612.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200431612.png) to export report in excel format, or use [![image-1707200410941.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200410941.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200410941.png) to export report in PDF format. #### Email a Statement of Account to Customer If you want to email a statement of account to customer, 1. Click [![image-1707200683660.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200683660.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200683660.png) email customer button at the top left corner, a confirmation notification will pop up as below, [![image-1707201376973.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707201376973.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707201376973.png) 2. Click **Yes**, system emailing window will open as below, user can configure email template, once email template is created, relevant information will be automatically populated. [![image-1707200995550.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200995550.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200995550.png) 3. Review information in above, and if needed, user can attach file using **Add Documents** option. 4. Click **Send**. System will send email to customer. ### Request For PUB Request for PUB report allows user to view all service request details for PUB in selected period of time. 1. Click Request For PUB tab, the service request for pub report page opens as below, [![image-1707203398696.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203398696.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203398696.png) 2. Select a date range and then click **Search**, request for PUB report opens as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page),[![image-1707201941498.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707201941498.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707201941498.png) #### Export Request for PUB report If you want to export all the service request for PUB report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the Request for PUB page. ### Invoice Aging Report Invoice ageing report helps user analyze the cash flow of all unpaid invoices. This report provides information about invoice payments due within time periods user specified in the Aging Periods window. 1. Click **Invoice Ageing Report** tab, the invoice ageing report page opens as below,[![image-1707202808986.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707202808986.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707202808986.png) 2. In As Of Date box, click to select as of date. 3. Click Search, all ageing invoices that meet search criteria will display as below, [![image-1707203709076.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203709076.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203709076.png) #### Export Invoice Ageing Report User can export report in two types (summary report or detail report) by choosing Print Summary or Print Details. Report format can be configured based on user requirement. [![image-1707203825798.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203825798.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203825798.png) 1. Select report type to be exported, i.e. Print Summary or Print Details. 2. If user want to export statement of accounts, click the[![image-1707200431612.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200431612.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200431612.png) to export report in excel format, or click [![image-1707200410941.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200410941.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200410941.png) to export report in PDF format. ### SR Sales Report By Jetting/Vacuum SR sales report by jetting/vacuum provides detail information by jetting/vacuum during selected period of time. 1. Click **SR Sales Report By Jetting/Vacuum** tab, the report page opens as below, [![image-1707289374685.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707289374685.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707289374685.png) 2. In SR date box, click to select a date range. 3. As for service type, click to choose Jetting or Vacuum. 4. Click Search, SR sales details that meet search criteria will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707290306942.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707290306942.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707290306942.png) #### Export SR sales report by jetting/vacuum If you want to export the SR sales report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the report page. ### Payment History Report Payment history report provides detail information of payment history in specific payment period by billing name or bank account. 1. Click **Payment History** tab, the report page opens as below,[![image-1707290471846.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707290471846.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707290471846.png) 2. In List By box, click to select by Billing Name or Bank Account. 3. Select the billing name or bank account to view payment history. 4. In Payment From Date & Payment To Date boxes, click to select dates. 5. Click Search, payment history that meet search criteria will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707291704926.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707291704926.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707291704926.png) #### Export Payment History If you want to export the payment history report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the report page. ### Verification Pending Report Verification pending report allows user to view all service requests that need to be verified by month wise. 1. Click **Verification Pending** tab, the report page opens as below, [![image-1707374884903.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707374884903.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707374884903.png) 2. In Select Month box, click to select month/year. 3. Click Search, service requests that is pending for verification as per selected month will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707375647430.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707375647430.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707375647430.png) ### Cash Received Report Cash received report provides information about cash payment received in specific date range and by technician wise. 1. Click **Cash Received** tab, the report page opens as below, [![image-1707376140674.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707376140674.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707376140674.png) 2. In Date Range box, click to select date range if user wants to view cash received by date range. 3. In Technician box, click to select technician if user wants to view cash received by technician. 4. Click Search, Service requests with cash payment received will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707378455265.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707378455265.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707378455265.png) - Master Data Management - User Access Management - Service Job Request Management - Verification after Job Completion - Invoice and Payment Management - Reporting ## User Access Matrix In the ***cuteOffice-SRM*** application, users can be assigned with different roles. Depending on the roles, the users can access the various functionalities included in the application. The following are the various roles to be assigned to the user including their permission details,
**Roles****Access Permissions**
Administrator- Dashboard - Master - Service Request - add Service Job Requests - assign technician and vehicle - verify the completed job record - assign rework for the technician - add and view AdHoc Service Requests - generate and view the invoices - do service payment - Report
Technician- Service Request - view their assigned service jobs and indicate starting and ending of jobs - send the Verification Form to the respective admins to verify the completed job - add and view AdHoc Service Reques
The **SRM** module in the ***cuteOffice*** application helps admins in managing the service based job functionalities. To navigate to the **SRM** module, click the **SRM** menu in the menu bar, the **SERVICE REQUEST MANAGEMENT** page opens as below.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-wodkmach.png) The **SERVICE REQUEST MANAGEMENT** page consists the following sub menus: **OPERATIONS -** Allows admin to add the service job requests, assign the jobs to technicians, generate invoice for completed job, and so **MASTER -** Allows SRM admin to add the vehicle master **REPORTS -** Helps admin to view the various reports corresponding to the service request ## Master The **Master** submenu in the **SRM** menu manages the master data such as details of vehicle including vehicle insurance, Housing and Development Board (HDB) season parking, and other details. The **Master** submenu contains the following tab, - Vehicle-Users assigned with srm\_admin role can only have access to this Master submenu and add the master data. The **Vehicle** tab in the **Master** submenu helps you to add the information of a vehicle to be used as a master data in the further request process. Click the **Vehicle** tab in the **Master** submenu, the **Vehicle** page opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-quaamdmd.png) ### Add a Vehicle If you want to add a vehicle, 1. Click (**Add Vehicle** button) in the **Vehicle**, the **Add Vehicle** window opens. (Note: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.)![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-k4ebod7i.png) 2. In the **Vehicle** section, enter the following details, - In the **Number** box, enter the vehicle number. - In the **Name** box, enter the vehicle name. - In the **Company** box, select a company from a drop-down list. - In the **Asset Tag Number** box, enter the asset tag number. - In the **Invoice Number** box, enter the invoice number. - In the **Invoice Date** box, select the invoice date. - In the **GPS Sim Number** box, enter the GPS sim number. - In the **No-Claim Discount (NCD)** box, enter the NCD number. - In the **Driver** box, select a driver from a drop-down list. - In the **IDD Code** box, select the IDD code. - In the **Area Code** box, enter the area code. - In the **Contact Number** box, enter the contact number. - In the **Parking Location** box, enter the parking location name. - In the **Vehicle Description** box, enter the description for the vehicle. 3. In the **Insurance** section, enter the following details, - In the **Number** box, enter the insurance number. - In the **Next Due Date** box, select the due date for the insurance. - In the **Vendor** box, enter the insurance vendor name. - In the **Agency** box, enter the agency name. 4. In the **Next Due Date** section, enter the following, - In the **Maintenance** box, select the due date for maintenance. - In the **Parking Coupon** box, select the due date for parking coupon. - In the **Road Tax** box, select the due date for road tax. - In the **Inspection** box, select the due date for vehicle inspection. - In the **Vehicle Parking Certificate (VPC)** box, select the due date for VPC. - In the **LG** box, select the due date for LG. - In the **LM** box, select the due date for LM. - In the **Certificate of Entitlement (COE) Expiry Date** box, select the expiry date for COE. 5. In the **HDB Season Parking** field, enter the following, - In the **Next Due Date** box, select the due date for HDB season parking. - In the **Payment Mode** box, select a payment mode from a drop-down list. - In the **Address** box, enter the address where the vehicle has parked. 6. In the Others field, enter the following, - In the **Dealer Name** box, enter the dealer name. - In the **Invoice Ref** box, enter the invoice reference number. - In the **Amount** box, enter the invoice amount including GST. - In the **In-vehicle Unit** (**IU) Label Number** box, enter the IU label number. - In the **Propellant** box, enter the propellant name. - In the **Shell Card Number** box, enter the shell card number. - In the **Shell Pin** box, enter the shell pin. - In the **Vehicle Preparation Center (VPC) Address** box, enter the VPC address. - In the **Remarks** box, enter your remarks if any. 7. Click **Save**. The vehicle is added and listed in the **Vehicle** page.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-g0zwwx76.png) 8. If your vehicle is in the workshop, you need to click to enable ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-gqblqgjk.png)(Radio button) in the **Workshop** column for the respective vehicle. The **Confirmation** dialog box opens. Click Yes to confirm. ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ligbrris.png) ### Edit a Vehicle You can edit the details of the added vehicle by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-bkkwav3t.png) (Edit icon) provided in the **Edit** column of the **Vehicle** page. To edit the added vehicle details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-d69x4isc.png)(Edit icon) of the respective vehicle, the **Add Vehicle** window opens with the added vehicle details.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-tiybki8g.png) 2. Edit the vehicle details where suits. 3. Click **Save**. ### Attach/View a Document into a Vehicle If you want to add a new document with the vehicle, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-3lcvah1l.png)(Attachment icon) of the respective vehicle for which you want to add, the **Add/ View Attachment** window opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-vrdzomre.png) 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-bs6qdykc.png)(**Add Document** button).The file choosing and uploading option will be enabled.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-dljsjty2.png) 3. Click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-8o48reiq.png) (**Choose File** button) and select the document which you want to upload. 4. Click **Upload**, The selected document will be uploaded and displayed in the **Add/View Attachment** window. If you want to view any attached document with a vehicle, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-xyxnxhab.png)(Attachment icon), the **Add/ View Attachment** window opens with a list of attached documents. (Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle.. 2. If you want to download the attached document, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-yh1d87gt.png)(Download icon) in the **Download** column. The document will be downloaded. ### Delete a Vehicle You can delete the added vehicle by using delete option provided in the **Delete** column of the **Vehicle** page. To delete any added vehicle, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-m6fll08i.png)(Delete icon) of the respective, the **Confirmation** dialogue box opens with the following notification: “**Are you sure you want to delete record?**”.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-sfe8fhm2.png) 2. If you want to delete the vehicle, click **Yes** otherwise click **No**. 3. The deleted vehicle will be removed from the **Vehicle** page. ### Filter a Vehicle If you want to view any specific vehicle details among multiple vehicles listed in the **Vehicle** page, you can use the filter option provided in the upper left corner of the **Vehicle** page. To filter any vehicle you want, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-6cr3ekqa.png)(Filter button). A filter box opens in each column of the **Vehicle** page.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-35goq7xl.png) 2. Enter the relevant data in any column filter. The vehicle(s) that qualifies will be filtered and display in vehicle page. ### Export a Vehicle List The application has a feature to download the added vehicle list in an excel format. You can use export option to download the added vehicle list. To download the added vehicle list, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-6wvfvxap.png) (**Export Excel** button). The vehicles added in the **Vehicle** page will be downloaded as an excel file. ## Service Request The **Service Request** submenu in the **SRM** page helps you to add and manage the functionalities related with the service schedule and the service request. The **Service Request** submenu contains the following tabs, - Service Schedule - Service Request View - Service Request Verification - Add Invoice - Manual Invoice - Lump Sum Invoice - Invoice View - Payment - Bulk Payment - Clear Cache ### Service Schedule The **Service Schedule** tab in the **Service Request** submenu helps you to add a service schedule. Click Service Schedule in the Service Request submenu, the Service Schedule page opens. [![image-1698638003553.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638003553.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638003553.png) #### View Service Schedule If you want to view any specific service schedule among the list of service schedules, you can use column filter to select the respective data such as Schedule No, Customer, Location, and Date Range in the respective fields given in the Service Schedule page. You can click the page expand icon at the top right corner to expand the filters. [![image-1698638156539.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638156539.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638156539.png) If you want to view the scheduled schedule of any customer, 1. Select a customer from the Customer field. 2. Click [![image-1698638301357.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698638301357.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698638301357.png) ( print Schedule button), the schedule details for the selected customer will be downloaded as a pdf. [![image-1697782130744.jpg](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697782130744.jpg)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697782130744.jpg) #### Add a Service Schedule To add a service schedule, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-cczeglus.png) (Add button) in the Service Schedule page, the **Add Service Schedule** window opens (Note: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving). [![image-1698130270983.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130270983.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130270983.png) 2. In the **Project List** box, select a project list from a drop-down list. Once you have selected a project, the customer, the customer location and contact number of the selected project will be automatically populated. 3. Note: If you want to select all projects, click to enable the All checkbox provided with the Project List box. And then select relevant details in customer, customer location and contact number box. [![image-1697781055715.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697781055715.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697781055715.png) 4. In the **Start Date** and **End Date** boxes, select the schedule’s start and end dates. 5. In the **Frequency** box, select the frequency of doing service based on the customer requirement. For example, if the customer expects to do the service for three times in a month, select **3 x Monthly.** Note: If you want to view the location in the map, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-dejbvlnz.png) (Location Map icon) provided with the Frequency box.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-9ki2hqhv.png) 6. In the **Type** box, select a type of medium. 7. In the **Service Description** box, enter the service description. 8. In the **Invoice Description** box, enter the invoice description. 9. In the **Effective Date** box, select the effective date of the service schedule. 10. In the **Invoice Due Days** box, enter the due days for invoice. 11. In the **Term Days** box, enter the term days. 12. In the **Plan Schedule** box, select the plan schedule whether Day Job or Night Job. 13. In the **Tanker Size** box, select the tanker size whether small or big. 14. If the service is jetting, select Jetting or if the service is PUB, select the PUB. [![image-1697781749216.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697781749216.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697781749216.png) 15. In the **Grease Trap Size** box, enter the grease trap size. 16. In the **Total Grease** box, enter the total grease value. 17. In the **Manpower** box, enter the required manpower. 18. In the **Price** box, enter the price for the service. 19. In the **Service Note** box, enter the service note. 20. In the **Invoice Note** box, enter the invoice note. 21. In the **Private Note for Internal** box, enter the note for internal. 22. In the **Effective Time** box, select the effective time. The calendar will be displayed based on the selection of frequency. 23. In **Old SRM Sales Contract No** box, enter the old SRM sale contract number associated with the service schedule. 24. Click **Save**. The service schedule will be added and listed in the Service Schedule page. #### Activate/Cancel a Service Schedule To activate a service schedule, do the following steps, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-klbzxgrr.png) (Active icon) that is provided in the Action column in the service schedule page. The Service Request List window opens and shows the list of service requests added against the selected service schedule number.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-orgs5wqm.png) 2. Click **Ok**. The Remarks box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ebvqi1x9.png) 3. Enter your remarks and click **Save**. The service schedule will be activated. The remarks you have entered will be saved in the Status Remarks column of the Service Schedule page. To cancel a service schedule, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ef0aaowo.png) (Cancel icon) that is provided in the Action column, of the service schedule. The Service Request List window opens and shows the list of service requests added against the selected service schedule number.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-agu4cd0y.png) 2. Click **Ok**. The Remarks box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-neerxyky.png) 3. Enter your remarks and click **Save**. The service schedule will be cancelled. The remarks you have entered will be saved in the Status Remarks column of the Service Schedule page. #### Edit a Service Schedule You can edit the details of the added service schedule by using edit option provided in the Edit column of the Vehicle page. To edit the added service schedule details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-4ibmefvc.png) (Edit icon) of the respective service schedule you have added, the Add Service Schedule window opens with the added service schedule details.[![image-1697783400078.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1697783400078.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1697783400078.png) 2. Edit the service schedule details where you want. 3. Click **Save**. #### Delete a Service Schedule You can delete the added service schedule by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-sfuhuixi.png) (Delete icon) provided in the Delete column of the Service Schedule page. #### Export a Service Schedule List If you want to export all the service schedules in the Service Schedule page in an excel format, you can use the export option provided in the Service Schedule page. To know how to export, follow the procedures given in the topic, “Export a Vehicle List”. ### Service Request View The **Service Request View** tab in the **Service Request** submenu helps you to add a service request. Users assigned with **srm\_admin** and **srm\_technician** roles can have access to view this **Service Request View** page. Click **Service Request View** in the **Service Request,** the **Service Request View** page opens. [![image-1698130148290.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130148290.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130148290.png) - You can configure displaying of the number of service request items per page by selecting **50**, **100**, **250, 500,** or **1000**, - If you want to view any specific service request among the list of service requests, you can select the respective data such as Service Request No, Customer, Location, and Date Range in the respective fields given in the **Service Request View** - The service request displayed in different color explains their status: #### Add a Contract Service Request To add a contract service request, do the following steps, 1. Click [![image-1698129828567.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698129828567.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698129828567.png)(**Add** button) in the **Service Request View page,** the **Service Request** window opens, click to select **Contract SR** (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.). [![image-1698130642389.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698130642389.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698130642389.png) 2. In the **Admin Company** box, select admin company. 3. In **Customer** box, select customer company name. 4. In **Location** box, select location. 5. In **Contact Name** box, select contact name. 6. In **Contact Number** box, if contact name is selected, the associated contact number and email address will automatically populated. 7. In **Contact Email** box, if contact name is selected, the associated email address will automatically populated. 8. In **Service Request Date** box, click to select date. 9. In **Service Request Time** box, click to select time. 10. In **Type** box, click to select service type. 11. In **Plan Schedule** box, click to select plan schedule as Day Job or Night Job. 12. In **Tanker Size** box, click to select tanker size. 13. In **Grease Trap Size** box, enter or select grease trap size. 14. In **Jetting, PUB, Return Choke** options, click to select relevant option(s). 15. In **Adhoc Sales Contract No** box, enter adhoc sales contract number if any. 16. In **Quotation No** box, enter quotation number. 17. In **Total Grease** box, enter the total grease value. 18. In **Manpower** box, enter the required manpower. 19. In **Price** /**Visit** box, enter the price for the service request. 20. In **Payment Mode** box, select payment mode. 21. In **Billing** flag, click to enable if applicable. 22. In **Service Description** box, enter service description. 23. In **Invoice Description** box, enter invoice description. 24. In **Invoice Note** box, enter the invoice note. 25. In **Private Note for Internal** box, enter the note for internal. 26. In **Service Note** box, enter the service note. 27. In **Show All Vehicle/Technician** flag, click to enable if applicable. When this flag is ticked, vehicle and technician selection list will include all technician and vehicle. Else Jetting Service Request will show only jetting vehicle and technicians in jetting department only. 28. In **New Planned Service Date** box, click to select planned date. 29. In **Planned Time In** box, click to select planned time in. 30. In **Planned Time Out** box, click to select planned time out. 31. In **Vehicle** box, select vehicle. 32. In **Technician** box, select technician. 33. For **Assignment History** option, it is used to check all existing assignments of selected technician, so that user can unassign the technician from some assignments to make him available for the job on this new service request date. 34. Click **Save**. The service request is added and listed in the **Service Request View** page. #### Edit a Service Request You can edit the details of the added service request by using edit option provided in the **Edit** column of the **Service Request View** page. To edit the added service request details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-qgodqlxw.png)(Edit icon) of the respective service request, the **Service Request** window opens, 2. Edit the service request details where needed. 3. Click **Save** to save edits. #### Assign Technician and Vehicle for a Service Request Users assigned with **srm\_admin** role only can have access to assign the technician and vehicle for an added service request. Users assigned with **srm\_technician** role can only view the assigned details. To assign the technician and vehicle for an added service request, do the following steps, 1. Click[![image-1698645946491.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698645946491.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698645946491.png) (Assign icon) in the assign column of the respective service, the **Assign Technician** window opens. [![image-1698645988734.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698645988734.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698645988734.png) 2. In **Planned Service Date** box, the planned date will show automatically. 3. In **New Planned Service Date** box, click to select new date if needed. 4. In **Planned Time In** and **Planned Time Out** boxes, select the planned in and out times. 5. In **Vehicle** box, select a vehicle from a list. **Note**: You can select multiple vehicles. 6. In **Technician** box, select a technician from a list. **Note**: You can select multiple technicians. 7. Click **Save,** the service request is assigned. For **Assignment History** option, it is used to check all existing assignments of selected technician, so that user can unassign the technician from some assignments to make him available for the job on this new service request date. After assigning the vehicle and technician, the SR record will be changed to yellow color. The service request will be moved to the respective technicians and the ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-owryyxa9.png) (Job Starts icon) will be appeared in the **Verification** column as below,![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-mjlhlifp.png) #### Indicate Starting and Ending of Job Once the service request is added and assigned for the respective technician and vehicle by the client, the technician can login and view job details assigned to them. **To indicate that the job was started,![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rnazmt04.png)** 1. Click on ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-hibfxrgk.png)(Job Starts icon) appeared in the **Verification** column, the job started status will be updated successfully and the SR record will be changed to Blue color. **To indicate that the job was ended,**![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-7tddkyam.png) 1. Click on ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-e0dq8lhs.png)(Job Ends icon) appeared in the **Verification** column, the job ended status will be updated successfully and the SR record will be changed to Purple color. Once the job has completed, the verification process begins.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-b2h0qgip.png) **Note**: When you click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-nlycbhrq.png) (Assign icon) of this service request, the vehicle and technicians which are assigned already will not be shown in list. #### Verify the Service Request Completion In general, once the job is done by the technician, the respective SR record will be moved for verification that needs to be done by the admin. This **Verification** functionality is provided for the technician on the job to print the Service Verification Form for client to verify the job done by technician and sign off.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-24yky81c.png) 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-r5cu3xrg.png)(Verification icon) provided in the **Verification** column**,** the **Service Request Verification** window opens. [![image-1698702122999.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702122999.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702122999.png) 2. In **DESCRIPTION** box, enter the description. 3. In **NOTE** box, enter your note if any. 4. In **FEEDBACK FROM CLIENT** box, enter client feedback. 5. In **START TIME** and **END TIME** boxes, verify start and end time, if any changes, select the started and ended time of the assigned job. 6. In **SERVICE DONE BY** box, verify technician assigned, if any changes, click to select technician name. 7. In **VEHICLE NO** box, verify vehicle number, if any changes, click to select vehicle number. 8. In **Price** box, verify the price, enter updated price if any changes. 9. In other payment details section, click to enable if applicable. [![image-1698702625434.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702625434.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702625434.png) - If you go for cash payment, select the checkbox of the CASH PAYMENT? option. - If you want to add the GST amount, select the checkbox of the ADD GST? option. The price will be added with the GST amount. - If you want the service to be continued, select the checkbox of the SERVICE WILL CONTINUE? option. Once you selected the SERVICE WILL CONTINUE? option, the system will indicate "Continue" in the Job column for the select service request. And another SR request will be created as shown below, [![image-1699942088800.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699942088800.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699942088800.png) 10. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-ywidxvpr.png)(Sign icon) to add your signature, the **Signature** window opens. - In the **Sign By** box, enter you name. - Add you signature. - Verify the date. - Click **Save**. [![image-1698702700462.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698702700462.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698702700462.png) 11. To attach any file, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-tdrgxsgh.png)(Attach icon) and attach the file. 12. Click **SAVE** to save verification of the service requestion record. #### Rework When the job completed by the technician does not meet the expectations of client, the client can assign for the rework. Users assigned with **srm\_admin** role only can have access to start rework by using reset option. To start the rework, 1. Navigate to verification column of the respective service request, [![image-1699423693251.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699423693251.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699423693251.png) 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-xyjc1a7m.png)(Reset icon). A new service request will be added for rework and the job status will be updated as **Rework** in the **Job** column.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-cmn6nipp.png) #### Print a Service Record To print any SR record, do the following steps, click the respective ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-hnv4qw3c.png) (Print icon) in the **Print** column. The SR record will be downloaded as a pdf file with customizable format. #### Attach/View a Document into a Service Request **To add a new document with the service request**, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rafejnif.png) (Attachment icon) in the **Documents** column of the respective service request for which you want to add attachment, the **Add/ View Attachment** window opens. [![image-1699425158846.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425158846.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425158846.png) 2. Click [![image-1699425181609.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425181609.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425181609.png)(**Add Document** button), the file choosing and uploading option will be enabled. [![image-1699425274177.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425274177.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425274177.png) 3. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-kkjuvbkt.png)(**Choose File** button) and select the document which you want to upload. 4. Click **Upload.** The selected document will be uploaded and displayed in the **Add/View Attachment** window. **To view any attached document with a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-s037v7cx.png)(Attachment icon) in the **Documents** column, the **Add/ View Attachment** window opens with a list of attached documents. Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle. [![image-1699425401496.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425401496.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425401496.png) 2. If you want to download the attached document, click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-iopdjpic.png) (Download icon) in the **Download** column. The document will be downloaded. #### Activate/Cancel a Service Request If you want to activate or cancel a service request, do the following steps, **To activate a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-rlzrvxvm.png)(Active icon) that is provided in the **Action** column of the service request, the **Remarks** box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-jj9z4l2f.png) 2. Enter your remarks and click **Save**. The service request will be activated. The remarks you have entered will be saved in the **Action Remarks** column of the **Service Request View** page. **To cancel a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-pl088zwq.png)(Cancel icon) that is provided in the **Action** column of the service request. The **Remarks** box opens.![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-oazdxlax.png) 2. Enter your remarks and click **Save**. The service request will be cancelled. The remarks you have entered will be saved in the **Action Remarks** column of the **Service Request View** page. #### Delete a Service Request You can delete the added service request by using delete option![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-0cl57pry.png) provided in the **Delete** column of the **Service Request View** page. #### Add an AdHoc Service Request When a service request is not a planned one, you can add the request as an Adhoc SR. Project details are not mandatory to add the Adhoc SR. Users assigned with **srm\_admin** and **srm\_technician** roles can have access to add and view the AdHoc service requests. To add an adhoc SR, 1. Click [![image-1698129828567.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/scaled-1680-/image-1698129828567.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/image-1698129828567.png)(**Add** button) in the **Service Request View page,** the **Service Request** window opens, click to select **AdHoc SR** (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving.). [![image-1699425708907.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425708907.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425708907.png) 2. Fill up the mandatory fields as below. 3. In **Contact Name** box, select contact name. 4. In **Contact Number** box, if contact name is selected, the associated contact number and email address will automatically populated. 5. In **Contact Email** box, if contact name is selected, the associated email address will automatically populated. 6. In **Service Request Date** box, click to select date. 7. In **Service Request Time** box, click to select time. 8. In **Type** box, click to select service type. 9. In **Plan Schedule** box, click to select plan schedule as Day Job or Night Job. 10. In **Tanker Size** box, click to select tanker size. 11. In **Grease Trap Size** box, enter or select grease trap size. 12. In **Total Grease** box, enter the total grease value. 13. In **Manpower** box, enter the required manpower. 14. In **Price** /**Visit** box, enter the price for the service request. 15. In **Payment Mode** box, select payment mode. 16. In **Billing** flag, click to enable if applicable. 17. In **Service Description** box, enter service description. 18. In **New Planned Service Date** box, click to select planned date. 19. In **Planned Time In** box, click to select planned time in. 20. In **Planned Time Out** box, click to select planned time out. 21. Click **Save**. The service request is added and listed in the **Service Request View** page. #### View Adhoc Service Requests If you want to view the added adhoc service requests, click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-ywdy9sie.png) (**AdHoc View** button) in the **Service Request View** page. The Adhoc service requests opens as below, [![image-1699943447634.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699943447634.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699943447634.png) Filter a Service Request If you want to filter a specific service request in the **Service Request View** page, you can use the filter option provided in the **Service Request View** page. #### Export a Service Request list If you want to export all the service requests in the **Service Request View** page in an excel format, you can use the export option provided in the **Service Request View** page. #### Bulk Print If you want to print multiple SR record, 1. Select the checkbox of the respective service 2. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-omelaad0.png)(**Bulk Print** button). The selected SR records will be downloaded in a pdf file. ### Service Request Verification Users can verify the signed Service Verification Forms and to proceed to the next stage of invoice generation in the **Service Request Verification** tab in the **Service Request** submenu. Users assigned with **srm\_admin** role have access to view this **Service Verification** page and verify the Service Verification Form sent by the Technician. Click **Verification** in the **Service Request,** the **Service Verification** page opens. [![image-1701152316199.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701152316199.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701152316199.png) - If you want to view any specific service request among the list of service requests, you can use the select the respective filters provided in the Service Verification search bar. - The legend at the bottom of page denotes different status of a service request. #### Verify the Service Verification Form Once the service verification form is signed and submitted by the technician, the verification form will be sent for verification. After the service request verification form is verified, the request will be moved for invoice generation. To verify the service verification form, 1. Navigate to the respective service request you want to verify, 2. Click the checkbox provided in the **Verified**,[![image-1701153976265.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701153976265.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701153976265.png) 3. The **Confirm** dialog box opens and shows the following message [![image-1701154064033.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154064033.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154064033.png) 4. Click Yes, a verified successful notification will display, and the selected request will be moved to the Invoice Generation page to generate invoice for the payment.[![image-1701154348963.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154348963.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154348963.png) #### Print a Service Record To print any SR record, click[![image-1701154968718.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701154968718.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701154968718.png) (print icon) of respective service request in the Print column in the service verification page. The SR record will be downloaded as a pdf file. [![image-1701155184690.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155184690.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155184690.png) #### Attach/View a Document into a Service Request **To add a new document with the service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-dbj2qhfu.png)(Attachment icon) of the respective service request, the **Add/ View Attachment** window opens. [![image-1701155358555.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155358555.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155358555.png) 2. Click [![image-1701155395780.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155395780.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155395780.png) (add document icon), The file choosing and uploading option will be enabled, [![image-1701155549462.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701155549462.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701155549462.png) 3. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/embedded-image-rqoobozu.png) (Choose File icon) and select the document which you want to upload. 4. Click Upload. The selected document will be uploaded and displayed in the Add/View Attachment window. **To view any attached document with a service request,** 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-s037v7cx.png)(Attachment icon) in the **Documents** column, the **Add/ View Attachment** window opens with a list of attached documents. Note: The subscript number displays with attachment icon shows the total number of attached documents with the vehicle. [![image-1699425401496.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1699425401496.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1699425401496.png) 2. If you want to download the attached document, click![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-10/embedded-image-iopdjpic.png) (Download icon) in the **Download** column. The document will be downloaded. #### Filter a Service Request If you want to filter a specific service request in the **Service Verification** page, you can use the filter option provided in the **Service Verification** page. #### Export a Service Request List If you want to export all the service requests in the **Service Verification** page in an excel format, you can use the export option provided in the **Service Verification** page. ### Invoice Generation Once the service request verification process has completed, the request will be moved for invoice generation. There are three ways to generate invoice: 1. Add Invoice - Users can generate invoice in the **Add Invoice** tab. 2. Manual Invoice - Users can generate invoice manually in the Manual Invoice tab. Click **Manual Invoice** in the **Service Request,** the **Manual Invoice** page opens. [![image-1702364885548.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1702364885548.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1702364885548.png) 3. Lump Sum Invoice - Users can generate lump sum invoice per customer in the **Lump Sum Invoice** tab. Click **Lump Sum Invoice** in the **Service Request,** the **Lump Sum Invoice** page opens. - If you want to view any specific service request among the list of service requests, you can user the respective filters such as Customer, Location, Verified and SR Date Ranges in the **Invoice Generation page.** #### Add Invoice To generate an invoice automatically, 1. Click **Add Invoice** in the **Service Request** menu**,** the **Invoice Generation** page opens. [![image-1701156127923.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701156127923.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701156127923.png) 2. Click the checkbox of the respective service request for which you want to generate an invoice, [![image-1701326198639.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326198639.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326198639.png) 3. Click [![image-1701326038764.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326038764.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326038764.png)(**Generate Invoice** button).The **Generate Service Invoice** window opens (**Note**: The fields highlighted with red color are mandatory. You must enter the relevant details in that fields before saving). [![image-1701326314428.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326314428.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326314428.png) 4. In the **Invoice Title** box, enter the invoice title. 5. In the **PO** box, enter the PO number. 6. In the **Invoice Date** box, select the invoice date. 7. In the **Note** box, enter note if any. 8. In the **Private Note** box, enter private note for internal reference if any. 9. Click **Save**. The generated invoice will be saved and moved to the **Invoice View** page. #### Manual Invoice To generate an invoice manually, 1. Click Manual Invoice in the **Service Request** menu**,** the **Manual Invoice** page opens, 2. Select customer type, i.e.. Contract Customer or Adhoc Customer. 3. In the **Customer** box, select customer. 4. In the **Billing Name** box, billing name will auto populate customer name, user can edit billing name if billing name is different from customer name. 5. In the **Location** box, select location. 6. In the **Invoice Header** box, enter invoice header. 7. In the **Invoice Title** box, enter invoice title. 8. In the PO box, enter PO number. 9. In the Invoice Date box, select invoice date. 10. In the Total box, enter invoice total amount. 11. In the 9%GST box, the gst amount will be automatically calculated. 12. In the Inclusive Total box, the inclusive total will be automatically calculated. 13. In the Quotation No box, enter quotation number. 14. In the Contract No box, enter contract number. 15. In the Note box, enter note if any. 16. In the Private Note box, enter any private note for internal reference if any. 17. In the Invoice Details section, click [![image-1705515350298.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515350298.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515350298.png), then enter invoice details. The total amounts in manual invoice must tally with total of all detailed invoices before user press "save" button, else this validation will always show up and block the data saving. [![image-1705515437719.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515437719.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515437719.png) 18. Click Save, the manual invoice will be saved. And the details can be viewed in the Invoice View tab. [![image-1705515927628.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705515927628.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705515927628.png) ### Lump Sum Invoice Lump sum invoice is used to generate lump sum invoices for lump sum sales contract. The business scenario is as below: Once any lump sum sales contract is created from sales enquiry (by enabling lump sum contract option when creating sales contract), user can create service schedule based on the sales contract, and after the service job is completed, user will be able to generate lump sum invoice in the Lump Sum Invoice tab. To generate lump sum invoice, 1. Click Lump Sum Invoice tab, the lump sum invoice generation page opens as below, [![image-1705962684607.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962684607.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962684607.png) 2. Click to select the service schedule, then click "Generate Lump Sum Invoice" button, [![image-1705962758456.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962758456.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962758456.png) 3. The Invoice Generation for Lump Sum Contract screen opens as below,[![image-1705962885144.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1705962885144.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1705962885144.png) 4. Enter Invoice title and other details. 5. Click Save, the generated lump sum invoice will be saved and user can view it in the Invoice View page. [![image-1706245844148.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706245844148.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706245844148.png) ### Invoice View The **Invoice View** tab in the **Service Request** submenu manages all the generated invoice details. Click **Invoice View** in the **Service Request.** The **All Invoices** page opens as below,[![image-1701326879130.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/scaled-1680-/image-1701326879130.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-11/image-1701326879130.png) If you want to view any specific invoice among the list of invoices, you can select the respective Customer, Location, Date Range in the field given in the All Invoices page. The invoices displayed in different color denotes their status, i.e., Completed payment or Unpaid Invoice. #### Process an Invoice To process an invoice, 1. 1. Click to select the checkbox provided in the **Is Invoiced?** column, [![image-1701756225911.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756225911.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756225911.png) 2. The **Confirm** dialog box open and shows the following message. [![image-1701756737942.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756737942.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756737942.png) 3. Click **Yes**. The invoice record will be changed to green color and as Completed. #### Set Printing options for Invoices To set the printing options of the invoices, 1. Click [![image-1701756866782.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756866782.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756866782.png)(Print Option icon) provided in the **Print Option** column**,** the **Invoice PDF options** window opens [![image-1701756915418.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701756915418.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701756915418.png) 2. Select the checkbox of the **Service Number** and **Service Description** options based on user's request. 3. Click **Save**. #### Print an Invoice To print an invoice, 1. Click the respective ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/embedded-image-hegbdncu.png) (Print icon) in the **Print** column. 2. The invoice will be downloaded as a pdf file. [![image-1701757613930.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757613930.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757613930.png) #### Delete an Invoice You can delete the invoice by using ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/embedded-image-mkjp5bga.png) (Delete icon) provided in the **Delete** column of the **All Invoices** page. #### Filter an Invoice If you want to filter an invoice in the **All Invoices** page, you can use the [![image-1701757753997.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757753997.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757753997.png)filter option provided in the **All Invoices** page. #### Export an Invoice List If you want to export all the invoices in the **All Invoices** page in an excel format, you can use the [![image-1701757713901.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/scaled-1680-/image-1701757713901.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2023-12/image-1701757713901.png)export option provided in the **All Invoices** page. ### Payment The **Payment** tab in the **Service Request** submenu allows user to add the service payment details against the related invoice. Users who are assigned with srm\_admin role will have access to view this Service Payment page. Click **Payment** in the **Service Request,** the **Service Payment** page opens, user can configure the number of invoices per page displaying by selecting 50, 100, 250, 500, or 1000 at the bottom of page. [![image-1706683344310.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706683344310.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706683344310.png) - User can use filter options to view any specific invoice among the list of invoices, filter options including Billing Name, Customer, Location, Date Range in the field given in the **Service Payment** page. - The invoices displayed in different color explains their status as described in legend. #### Add Payment Details To add the payment details, 1. Click ![](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/embedded-image-7hu0intl.png)(Payment icon) in the Payment column, The **Service Payment** window opens. [![image-1706683993730.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706683993730.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706683993730.png) 2. The fields highlighted with red color in payment detail page are mandatory. You must enter the relevant details in that fields before saving. [![image-1706684120433.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706684120433.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706684120433.png) 3. In the **Bank A/C** box, select a bank account from a drop-down list. 4. In the **Payment Date** box, select the payment date. 5. In the **Billing Name** box, enter billing name (if billing name is same as company name, company name will auto fill as billing name). 6. In the **Payment Type** box, select a payment type. 7. In the **Amount** box, enter the amount if it's different from invoice amount. The **Paid?** box will be 8. In the **Reference No** box, enter reference number. 9. In the **Note** box, enter your note if any. 10. Click **Save**. The invoice record will be changed to Green color and as completed. #### Filter an Invoice If you want to filter an invoice in the **Service Payment** list, you can use the filter option provided in the **Service Payment** page such as SR number, invoice number etc.. [![image-1706685109822.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685109822.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685109822.png) #### Export an Payment List If you want to export all the invoices in the **Service Payment** page in an excel format, you can use the export option [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)provided in the **Service Payment** page. ### Bulk Payment The **Bulk Payment** tab in the **Service Request** submenu allows user to enter multiple invoice payments that belongs to a same billing name in bulk. Click Bulk Payment tab, the bulk payment for service payment page opens as below, [![image-1706769997474.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706769997474.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706769997474.png) To do bulk payment, 1. In Admin-Company box, select Admin company from a list of admin companies which the payment shall be paid to. 2. In Bank A/C box, select bank account name to receive payments, 3. In Billing Name box, select invoice billing name. 4. In Payment Type box, select payment type from list such as cash, online transfer, paynow etc.. 5. In Payment Date box, click to select payment date. 6. In Amount Pay box, enter amount paid. 7. In Reference Number box, enter reference number if any. 8. Click [![image-1706770025125.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770025125.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770025125.png)Search button, a list of unpaid invoice belong to selected billing name will display in the screen, and **Bulk Pay** button will be enabled. [![image-1706770333086.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770333086.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770333086.png) 9. Click to select invoices from the list of unpaid invoices in the screen, and the selected invoice amount will be calculated and displayed in **Selected Amount** box. 10. If Selected amount box differs from Amount pay box, user can click Calculate Excess Amount button, and system will show payment confirmation notification as below, [![image-1706770892673.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706770892673.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706770892673.png) 11. Click Yes to confirm bulk payment, upon successful creation, a bulk payment number will be displayed in the payment No box in the search area as below. [![image-1706771556584.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706771556584.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706771556584.png) 12. And the bulk payment details will be saved in the Payment tab. User can search by bulk payment number in payment page, [![image-1706772031026.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772031026.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772031026.png) Note: User with permissions will be able to revert bulk payment if needed. After clicking search button, authorized user can click Revert Bulk Payment button, and a confirmation notification will show as below. Click Yes to confirm reverting bulk payment for selected bulk payment number. And the associated invoices will be reverted to unpaid status. [![image-1706772129481.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772129481.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772129481.png) ### Clear Cache Clear cache tab is used to clear search caches in Service Request and Service Schedule menu screens. Click Clear Cache, the clear cache page opens as below, click Proceed to confirm clearing cache. [![image-1706772544252.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706772544252.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706772544252.png) ## Report The Report submenu in the SRM page helps user view the various reports related with the service request management. The Report submenu contains the following tabs, - Invoice Pending - Statement Of Accounts - Request For PUB - Invoice Ageing Report - SR Sales Report By Jetting/Vacuum - Payment History - Verification Pending - Cash Received ### Invoice Pending The **Invoice Pending** tab in the **Report** submenu helps you to view the pending invoice details. Click **Invoice Pending** in the **Report** submenu. The **Invoice Pending** page opens and shows the list of invoices which are pending (number of items display per page can be configured by select number in the item per page box that located at the bottom of page). [![image-1706773059212.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706773059212.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706773059212.png) If user want to view any specific pending invoice among the list of pending invoices, you can select the respective Date Range in **or click Filter** option provided in the Invoice Pending page. #### Export a Pending Invoice List If you want to export all the invoices in the **Invoice Pending** page in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the **Invoice Pending** page. ### Statement Of Accounts Statement of accounts reports help user view all transactions with a particular customer. Click Statement of Accounts, the statement of accounts report page opens, user can select SR customer name or billing name, and As of Date, and then click Search, the report will show as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1706773724609.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1706773724609.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1706773724609.png) #### Export a Statement of Accounts If you want to export statement of accounts, you can use the[![image-1707200431612.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200431612.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200431612.png) to export report in excel format, or use [![image-1707200410941.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200410941.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200410941.png) to export report in PDF format. #### Email a Statement of Account to Customer If you want to email a statement of account to customer, 1. Click [![image-1707200683660.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200683660.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200683660.png) email customer button at the top left corner, a confirmation notification will pop up as below, [![image-1707201376973.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707201376973.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707201376973.png) 2. Click **Yes**, system emailing window will open as below, user can configure email template, once email template is created, relevant information will be automatically populated. [![image-1707200995550.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200995550.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200995550.png) 3. Review information in above, and if needed, user can attach file using **Add Documents** option. 4. Click **Send**. System will send email to customer. ### Request For PUB Request for PUB report allows user to view all service request details for PUB in selected period of time. 1. Click Request For PUB tab, the service request for pub report page opens as below, [![image-1707203398696.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203398696.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203398696.png) 2. Select a date range and then click **Search**, request for PUB report opens as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page),[![image-1707201941498.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707201941498.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707201941498.png) #### Export Request for PUB report If you want to export all the service request for PUB report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the Request for PUB page. ### Invoice Aging Report Invoice ageing report helps user analyze the cash flow of all unpaid invoices. This report provides information about invoice payments due within time periods user specified in the Aging Periods window. 1. Click **Invoice Ageing Report** tab, the invoice ageing report page opens as below,[![image-1707202808986.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707202808986.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707202808986.png) 2. In As Of Date box, click to select as of date. 3. Click Search, all ageing invoices that meet search criteria will display as below, [![image-1707203709076.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203709076.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203709076.png) #### Export Invoice Ageing Report User can export report in two types (summary report or detail report) by choosing Print Summary or Print Details. Report format can be configured based on user requirement. [![image-1707203825798.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707203825798.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707203825798.png) 1. Select report type to be exported, i.e. Print Summary or Print Details. 2. If user want to export statement of accounts, click the[![image-1707200431612.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200431612.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200431612.png) to export report in excel format, or click [![image-1707200410941.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707200410941.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707200410941.png) to export report in PDF format. ### SR Sales Report By Jetting/Vacuum SR sales report by jetting/vacuum provides detail information by jetting/vacuum during selected period of time. 1. Click **SR Sales Report By Jetting/Vacuum** tab, the report page opens as below, [![image-1707289374685.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707289374685.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707289374685.png) 2. In SR date box, click to select a date range. 3. As for service type, click to choose Jetting or Vacuum. 4. Click Search, SR sales details that meet search criteria will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707290306942.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707290306942.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707290306942.png) #### Export SR sales report by jetting/vacuum If you want to export the SR sales report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the report page. ### Payment History Report Payment history report provides detail information of payment history in specific payment period by billing name or bank account. 1. Click **Payment History** tab, the report page opens as below,[![image-1707290471846.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707290471846.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707290471846.png) 2. In List By box, click to select by Billing Name or Bank Account. 3. Select the billing name or bank account to view payment history. 4. In Payment From Date & Payment To Date boxes, click to select dates. 5. Click Search, payment history that meet search criteria will display as below (number of items display per page can be configured by select number in the item per page box that located at the bottom of page), [![image-1707291704926.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707291704926.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-02/image-1707291704926.png) #### Export Cash Received Report If you want to export the cash payment received report in an excel format, you can use the [![image-1706685195077.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/scaled-1680-/image-1706685195077.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2024-01/image-1706685195077.png)export option provided in the report page.