Smart360 Meter Service Orders - FAQs
Getting Started & Access
Q1: How do I access the Meter Service Orders module in Smart360?
A: To access the service orders system:
- Log into the Smart360 system using your credentials
- Navigate to the "meter data" module from the main menu
- from the side navigation , select service order tab from the device management dropdown
- Use the status tabs and filters to view specific categories of service orders
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q2: What are the different service order statuses and what do they mean?
A: Service orders follow a defined progression with five status types:
- Created : Service order has been submitted but not yet assigned to field teams
- Assigned : Service order has been assigned to a technician or field team
- In Progress : Work is currently being performed on the service order
- Completed : Field work has been finished and documented
- Approved : Service order has been reviewed and approved by management
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q3: Who can access the Service Order Management system and what permissions are required?
A: Access is typically granted to:
- Meter Manager/Supervisor: Full access to create, track, and manage all service orders
- Field Supervisors: Access to view assigned orders and update status
- Field Technicians: Limited access to view their assigned orders and update progress
- System Administrators: Full configuration access and user management
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q4: How do I create a new service order for one or multiple meters?
A: To create a service order:
- Click the "Create Service Order" button from the main service orders screen
- Meter Selection: Search for meters by device number, consumer name, or location
- Check the boxes next to the desired meters (single or multiple selection)
- Click "Next" to proceed to service type selection
- Service Configuration: Choose Service Type from dropdown (Installation, Replacement, Uninstall, Maintenance)
- Select appropriate Standard Operating Procedure (SOP) based on service type
- Click "Next" to continue to final details
- Final Details: Add notes or special instructions if needed
- Review Service Order Summary showing selected meters, service type, and SOP
- Click "Create Order" to submit (order will appear with "Created" status)
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q5: What are the different service types available and when should I use each?
A: Available service types include:
- Installation: For new meter deployments or first-time installations
- Replacement: When existing meters need to be replaced due to age, damage, or malfunction
- Uninstall: For removing meters from service locations (disconnections, relocations)
- Maintenance: For routine upkeep, calibration, or repair of existing meters
- Disposal: For permanently removing meters that have reached end-of-life
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q7: What information do I need to provide when creating a service order?
A: Required information includes:
- Meter Selection: At least one meter must be selected
- Service Type: Mandatory selection from predefined options
- Standard Operating Procedure: Must be compatible with selected service type
- Optional Information: Notes field for special instructions or requirements
- System automatically generates unique work order number (WO-YYYY-###)
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q8: How do I search for specific meters when creating service orders?
A: Meter search functionality includes:
- Search by Device Number: Enter meter serial number or device ID
- Search by Consumer Name: Find meters by customer name
- Search by Location: Search using address or location information
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Tracking & Monitoring Service Orders
Q9: How do I track the progress of service orders I've created?
A: To monitor service order progress:
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q10: What information is displayed in the service orders tracking view?
A: The tracking view shows:
- Order Number: Unique identifier (e.g., WO-2023-002)
- Service Type: Type of service being performed
- Status: Current stage with color-coded indicator
- Meter Information: Device number and details
- Consumer Information: Customer name and account details
- Utility Service: Type of utility service
- Created Date: When the order was submitted
- Created By: Who submitted the service order
- Scheduled Date: When service is planned to occur
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q11: How do I filter and search for specific service orders?
A: Filtering and search options include:
- Status Tabs: Click tabs for Created, Assigned, In Progress, Completed, Approved
- Filter Button: Access advanced filtering options by date range, service type, etc.
- Search Field: Enter order number, meter information, or consumer details
- No Results Message: System displays appropriate message when no orders match criteria
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q12: How do I monitor service orders that are behind schedule?
A: To identify delayed orders:
- Compare scheduled dates with current date in the tracking view
- Use status filtering to focus on "Assigned" or "In Progress" orders
- Review orders that remain in the same status beyond expected timeframes
- Generate reports on order cycle times and completion rates
- Follow up with field teams on orders showing potential delays
Alternatively, you can navigate to the service order module from the main menu to track end to end progress, including the sla's.
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Standard Operating Procedures (SOPs)
Q14: Can I customize or add new Standard Operating Procedures?
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Work Order Management
Q15: What happens after I create a service order?
A: Post-creation workflow:
- Order automatically receives "Created" status and unique identifier
- Integration: Service order is logged in WX system for dispatch purposes
- Assignment Process: Field supervisors can assign orders to technicians
- Status Progression: Order moves through defined workflow stages
- Tracking: Order appears in tracking view for monitoring progress
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q16: Can I modify or cancel a service order after creation?
A: No Deletion: Service orders cannot be deleted once created in meter service orders tab.
Status Management & Workflow
Q18: How do service orders progress through different statuses?
A: Status progression follows defined workflow:
- Created → Assigned: Field supervisor assigns order to technician
- Assigned → In Progress: Technician begins work on service order
- In Progress → Completed: Field work is finished and documented
- Completed → Approved: Management reviews and approves completed work
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Troubleshooting & Best Practices
Q24: What should I do if I get validation errors when creating service orders?
A: Error resolution steps:
- Required Fields: Ensure all mandatory fields are completed
- Meter Selection: Verify at least one meter is selected
- Service Type: Confirm valid service type is chosen
- SOP Compatibility: Ensure selected SOP matches service type
- Error Messages: Read specific validation messages for guidance
- Field Verification: Double-check all entered information for accuracy
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q25: How do I handle emergency or urgent service orders?
A: Emergency order management:
- Priority Indicators: Use notes field to indicate urgency
- Communication: Contact field teams directly for urgent orders
- Status Monitoring: Track emergency orders more frequently
- Escalation: Follow organizational procedures for emergency response
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
Q27: How do I ensure service orders are completed on schedule?
A: Track sla's - weather it's completed within sla or sla has breached from the service order module.
Q28: What should I do if I can't find a specific meter when creating a service order?
A: Meter search troubleshooting:
- Search Variations: Try different search terms (device number, consumer name, location)
- Partial Matching: Use partial device numbers or consumer names
- Meter Status: Verify meter is not already assigned to another active order
- Database Verification: Confirm meter exists in the system
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/mx
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