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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld >

Closing Out the Visit

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At the end of the visit, the field technician completes the following tasks to close out the visit:

Checks off any remaining steps
Tracks billable time for the activity
Records expenses
Generates an invoice for the activity
Closes out the job

Each of these tasks are performed from the Activities view of the Activities screen.

To check off the remaining steps

Select the activity in the Activities list.
From the Show drop-down list, select Steps.
Select Done for the remaining steps.

To track billable time

Select the activity in the Activities list.
From the Show drop-down list, select Time.
In the Time list box, select the record you created to start tracking your time.
Tap End.

The ending time is entered and the time is calculated and entered in the Hrs field. The Billable field is selected by default.

You may also delete the time in the Start and End fields and manually enter the time in these fields.

To record expenses

Select the activity in the Activities list.
From the Show drop-down list, select Expenses.
In the Expenses list, tap Record Expense.
Select an item from the Type drop-down list.
Specify an amount in the Amt field.
Select Billable.
Tap the Comments field and enter any comments.

To generate an invoice

Select the activity in the Activities list.
From the Show drop-down list, select Invoices.
In the Invoices list, tap Auto Invoice.

A record is inserted in the list.

Tap Print Invoice.

To close the job

Select the activity in the Activities list.
Tap Finish.
Tap the hyperlink in the Activity # field.
In the Activities Details form, tap the % Complete field to open a numeric SIP or calculator.
Enter 100.
Select the Resolution field and select an item from the drop-down list.
Tap Back to return to the Activities list.

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