Mobile Service Management Integration in Dash SaaS
Mobile Service Management is a comprehensive software solution designed to help mobile repair businesses manage their service operations efficiently.
Introduction
Mobile Service Management is a comprehensive Add-On solution designed to streamline mobile device repair and service operations. The system enables businesses to manage service requests, track repairs, handle invoices, and provide customers with a complete online booking and tracking experience. The Add-On includes both backend management tools for staff and a customer-facing website where clients can book services, track repair progress, and make payments. Key features include request management, technician assignment, status tracking, invoice generation, and a fully customizable frontend website.
How to Install the Add-On?
To Set Up the Mobile Service Management Add-On, you can follow this link: Setup Add-On.
How to Use The Mobile Service Management Add-On?
Company Dashboard
- The Dashboard provides a complete overview of your mobile service business operations and quick access to important information.
- When you open the Dashboard, you’ll see Statistics Cards showing Total Requests, Pending Requests, Total Completed (repairs finished), and Total Income. These cards help you understand your business performance instantly.
- Below that, a Payment Status Pie chart shows Paid versus Pending payments. Helps track financial transactions at a glance.
- The Recent Payments section lists your latest payments with Service ID, Customer details, Device information, Payment amount, Status (like Pending, Cleared or Cancelled), and Date. This gives you quick access to recent payment records.
- Below the statistics, you’ll find the Recent Approved Requests Table displaying the latest 5 approved service requests. Each row shows the Service ID (click to see full details), Customer Name, Device, Priority level (Standard, Priority, Emergency), and Status information.
- The Dashboard also includes a frontend link copy feature that allows you to send the booking website link directly to clients for service requests. This makes it easy for customers to book and track their mobile service needs online.
Staff Dashboard
- When you open the dashboard, you will see Statistics Cards displaying Assigned Requests, Completed, Pending, and Total Earnings. These cards provide a quick overview of your work performance.
- Below the statistics, the My Recent Requests table displays the latest five approved service requests. Each row shows the Service ID (clickable to view full details), Customer Name, Device, Priority Level (Standard, Priority, Emergency), and Status information.
System Setup
- The system setup section allows you to configure how your frontend website appears to customers. This comprehensive customisation system is organised into several sub-sections, each with individual toggle switches that control visibility on the frontend.
- The system setup section also provides the foundational configuration for your mobile service operations, organising services into categories, device brands, and tracking statuses.
Device Brands
- To add a new device brand, click the “Create” button and enter the brand Name. This allows customers to specify their device manufacturer when booking services, such as Apple, Samsung, or Google.
- The list page shows all brands with the Name column, and you can edit or delete brands to keep your options current with market trends.
Tracking Status
- To create a tracking status, click the “Create” button and configure the Icon, Tracking Status name, and Status colour. These statuses help customers understand their repair progress, such as “Received,” “Diagnosed,” “In Progress,”, “Awaiting Parts”, ”Testing” or “Completed”.
- The list displays the Icon with the Status colour and the Tracking Status name. Only Company administrators can drag and drop statuses to reorder and align them according to your repair workflow process.
Site Settings
- In the Site Settings section, you can configure your basic website identity elements. Enter your Title, Subtitle, Footer Text, and Footer Description to establish your brand presence. Upload your Site Logo, Footer Logo, and Favicon to ensure consistent branding across your website.
- Once saved, these elements will appear throughout your frontend booking website, creating a professional brand experience. The Site Logo and Title display in the website header section along with the navigation menu containing Home, Services, FAQ (if enabled), About (if enabled), and Contact (if enabled) pages.
- The header also includes a Language Translate Dropdown and a Book Service Button. The Footer Logo, Text, and Description appear in the website footer section along with social media links and contact details.
Banner Section
- Enter your main Banner Title, Banner Subtitle, along a compelling Banner Image. You can also add an Image Icon and Image Text, and Description to enhance the visual appeal.
Home Section
- The Home Page Setup controls the main sections, like the Service Tracking Section, Our Expertise Section, CTA Section, and Testimonial Section that customers see when they visit your website. For each section, you can set a Title and Description that will be visible to customers when they visit your website.
About Section
- Create your company story by entering a Title, Image Text, Description, and uploading an About Image. You can add multiple Facility & Features entries, each with its own title, to highlight what makes your service special.
About Title Section
- The About Title Section includes Our Story, CTA, Our Mission, and Our Team sections. For each section, you can set a Title and Description that will be visible to customers when they visit your website. This content helps communicate your brand identity, values, and goals in a clear and engaging way.
Contact Us
- The Contact Us page appears in the website navigation bar, making it easy for customers to reach you.
Contact Details
Configure your Contact Title, Phone, Email Address, and Emergency/Support contact information. This contact information displays throughout your website header, footer, and contact page.
Our Location
- Enter a Location Title and Complete Address to help customers find your repair centre.
Our Repair Centre
- Create a welcoming description with a Title and Description, then add Google Maps iframe code to help customers locate your physical repair centre. This information appears on the Contact page when customers need directions to your location.
Service Hours
- Set up your Hours Title, then select which weekdays you’re open or closed and enter specific start and end times for each day.
Social Links
- This social media data also appears in your website footer. Add Social Media Icons and URLs for multiple platforms to connect with customers across different channels. These social links display in both the Contact page and inside the Follow Us section and the footer section of your website.
FAQs
- Add frequently asked Questions and Answers using the repeater function to address common customer concerns and reduce support inquiries.
- You can add multiple Frequently Asked Questions (FAQs) by entering a Question and Answer for each item. All added FAQs will be displayed on the FAQs page for customers to view.
Custom Pages
- Create additional pages by entering the page Name, Title, URL Slug and Content. When “Enable Page Footer” is ON, the page menu appears in the footer quick links for easy access.
- The list page displays all custom pages with “Create” button functionality, showing Name, Title, Slug, and Footer. You can edit or delete custom pages as needed, though default pages cannot be removed.
Services
- For the Book Service feature, services are fetched from the Items section under Product & Service, where the item type is set to Service.
Pending Requests
- The Pending Requests section displays all service requests that have been submitted but are awaiting approval, including both frontend customer submissions requests, as well as any rejected requests.
- The list page provides a complete view with Search and Filters functionality. The table displays Service ID (clickable to show complete details), Customer Name, E-mail, Service(pulled from the Product & Service Items section), Priority level (Standard, Priority, or Emergency), current Request Status, Created Date, and available Actions.
- In the Actions column, you can click Approve to move the request to the Service Requests section. Click Reject to reject the request, which keeps it in this section but changes the status to rejected. Use Delete to permanently remove requests that are no longer needed. Click the View button to see the details.
- Once you approve a request, it automatically moves from Pending Requests to Service Requests, and customers receive email notifications about the status change.
- Frontend customers can submit service requests through the Book Service Request form by entering their select the Service Type from the dropdown its load from the Product & Service Items Module, Select the Device Brand from the dropdown is load from the System setup in Device Brands, enter Device Model, choosing Urgency Priority level (Standard, Priority, Emergency), describing the issue, and uploading multiple Attachments
- Click on the Continue button to open the next Contact Information form in enter the Full Name, Email, Phone and Address.
- Click on the Continue button to open the Review Your Booking form. In this, you can see your Service Summary and Contact Info, Pricing section, you can also add Special Requests and check the Terms and Conditions & Privacy Policy.
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