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Closing Out the Visit with Siebel Service Handheld

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

1. Select the activity in the Activities list.
2. From the Show drop-down list, select Procedures.
3. Select the remaining steps.

To track billable time

1. Select the activity in the Activities list.
2. From the Show drop-down list, select Time.
3. In the Time list box, select the record you created to start tracking your time.
4. 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 can also delete the time in the Start and End fields and manually enter the time in these fields.

To record expenses

1. Select the activity in the Activities list.
2. From the Show drop-down list, select Expenses.
3. In the Expenses list, tap New Expense.
4. Tap the Type field, then select an item from the Type drop-down list.
5. Tap the Amt field, specify an amount in the Enter Amount field, then tap OK.
6. Select Billable.
7. Tap the Comments field and enter any comments.

To generate an invoice

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

   A record is inserted in the list.

4. Tap the Sign button to capture a signature
5. In the signature capture view, tap the New Signature button
6. From the Last Name pick contact list, pick a contact
7. Tap the ellipsis (...) in the Signature field.

   The signature field appears in the bottom of the view.

8. Capture a signature from the customer and tap on the Accept button to accept the signature
9. Tap Back to the Invoice list, then tap the Print Invoice button.

To close the job

1. Select the desired activity in the Activity field.
2. Tap Finish.
3. Tap the hyperlink in the Activity # field.
4. In the Activities Details form, tap the % Complete field to open the numeric calculator.
5. Enter 100 and tap OK.
6. Tap the Resolution field and select an item from the drop-down list.

   For example, Answered Question, Issued RMA and so on.

7. Tap Back to return to the Activities list.