BASICS - iSuitePRO - English

Manual: iSuite Pro App

The iSuite Pro app combines CRM, ERP and Ticket system in a mobile application. This allows all customer, service, and administrative processes to be controlled directly from a smartphone—anytime, anywhere.

1. Registration & Connections

• When starting for the first time on the Login screen create a connection:

  • Enter name and web service URL

• Registration with:

  • Username & password (as in ERP or ServiceBoard)

  • Biometric methods (FaceID, fingerprint)

Offline stopwatches

• Can also be used without registration or the Internet.

• Activities can be recorded directly: ticket number, customer, description, internal note.

• Customer signature possible for the time being.

• Subsequent administration possible after registration.

2. Ticket management

Ticket overview

• Search for tickets Number.

• Filter options:

  • Own tickets

  • Open tickets

  • Sort by processor or due date

• New ticket directly via Plus sign create.

Ticket details

• Brief description, customer information, description, internal notes.

• Due dates, times, allocation, and contact persons visible.

• Status, priority, type, main category, and optional fields (e.g., service modules, contracts).

• Actions via Gear icon:

  • Create service report

  • Attach images

  • Use checklists

  • Accept, forward, or close ticket

  • View ticket history

Time recording

• Start/end time, breaks, type (e.g., on-site appointment, remote).

• Material postings possible.

• Customer signature directly on the cell phone.

• Long press enables deletion of stopwatches or time entries.

3. Customer management

• Complete Address database from the ERP in the app.

• Search and filter options, including Daily sales display.

Customer details

• Addresses: Display via Google Maps.

• Contact person:

  • View and edit data

  • Execute direct mail/call

  • Copy information (press and hold)

  • Save notes and date of birth

  • Create new CRM activity or ticket

• Reports: Address master-related reports.

• Documentsorders, quotes, invoices as PDF files.

• Financesales and open items.

• Partner & Password Manager (protected with password or biometrics).

• Master data: Main address, website, contact person.

• Activities & Ticketsoverview of all open and completed processes.

• Contractsquick access to current customer contracts.

4. Extras

• Controllingsales by year, month, day, or specific date.

• Map viewaddresses via Google Maps.

• Staff utilizationoverview of colleagues' recorded times.

• Open positionsoverview of upcoming tasks.

• Product information:

  • Stock overview with item search (name or item number)

  • Details: Retail price, availability, storage location

• Serial number information:

  • Search for serial numbers

  • Document history and detailed information per serial number

• Daily statistics: current sales.

• To-do list: mirrored from the ERP system – including contracts, invoices, quotes, tickets, and SLA notices.

5. Settings

• Access via the Gear bottom right.

• Display of the logged-in account.

• Options:

  • Enable/disable instant biometric login

  • Log out and log in with another user

6. Summary

The iSuite Pro app offers a complete mobile solution:

• Ticket systemoverview, editing, history, and time tracking.

• CRM & ERP: Customer base, documents, finances, contracts.

• Extras: Controlling, item information, serial numbers, to-do list.