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Musings on Machine Learning…

Sage Mobile Service

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Last year at Sage Summit we showed proof of concept demos of a number of mobile applications we were developing. At this year’s Sage Summit we announced that these were now shipping. In this blog posting, I’m going to talk about one of these new mobile applications, namely Sage Mobile Service. This application dispatches technicians to perform work for customers and enables them to get directions, customer information and to collect payments.

Common users of this service would be plumbers or electricians. Where calls come into a dispatch center and they need to be scheduled to visit various sites. There they perform work and can collect payments. Hopefully any companies that perform work of this nature will find this App helpful.

This application consists of three parts: a web application to manage customers and dispatch work orders, an iPhone application for technicians to receive information and take payments and then a connection to your on premise ERP system to share transactions and data.

The Dispatch Web Site

The Dispatch Web Site is a standard web application that runs in any modern browser. From this website you can manage your customers and create work orders for your technicians to perform. Below is the welcome/dashboard home page for this website.


You can get lists of the current work orders along with lists of your customers and drill down into the detailed information of anything listed.


When a call comes in from a customer, perhaps for a plumbing problem, you can enter in all the information and then schedule a technician to perform the work.


As soon as the work order is saved with an assigned technician and scheduled time, it will be available on his iPhone so he can go do the work.

The iPhone App

The technician receives these service call requests from their iPhone via an App. This App lets them know where they should be and when. The App will present a schedule of the work they need to perform today, tomorrow and in the future. This gives the technician an idea of all the work they have to do today and how long they have been scheduled to perform that work. Below is a screen shot of a work order on an iPhone, you can scroll down for more information or tap to drill down for more detailed information.


They can also get additional information on the customer, like their location, directions and contact people. They can also bring up a history of service calls for that customer so they know ahead of time what work has been performed previously.


From the App they can also add work items and parts. So if they need to add their billable hours or add any chargeable parts then they can do this.

When the work is completed, the technician can either receive payment via swiping a credit card through a device attached to their iPhone or they can mark it on account. Of course all sales taxes will be calculated automatically as part of this process. If it’s on account then an invoice will be sent later. Next week I’ll talk about the Sage Billing and Payments web application which can be used to collect these invoices if they aren’t paid on time.

Connected to ERP

Where do the customers come from? Where do the payments made go? The answer is your on premise ERP system. A small connector is installed onto your on premise ERP system which is configured to communicate with your Sage cloud account. This connector will upload information from your ERP like your list of customers to the cloud and will download transactions as they are completed to the ERP. Initially we have connectors for Sage 100 ERP and Sage 300 ERP. We will have connectors for Sage 50 ERP (US and Canada) following shortly.


In the case of Sage Mobile Service all the customer information along with information required to fill out A/R Invoices is uploaded to the cloud and then A/R Invoices are downloaded and inserted into the ERP as transactions are processed in the cloud or on the mobile devices. The connectors for Sage 100 ERP and Sage 300 ERP run continuously as a Windows service and need to be installed on a server that is generally running. The Sage 50 ERP connectors are part of the product and need to be run manually every now and again.

All the requests are queued, so if one system or another is down, things will catch up again once it is available. The connectors only call up to the cloud, the cloud never calls down to the ERP. This means you don’t need to operate a web server and you don’t need to reconfigure your firewall. Installation is very easy and transparent.


Initially we have been rolling this out in North America. We will be rolling this out internationally, but first we have to provide the sales tax calculation engine (currently we use Avalara) and we need to provide integration to local credit card processors. Depending on the region, it might make sense to roll out the service, perhaps without credit card support, but this will be on a case by case basis. Fortunately most regions have simpler VAT type sales taxes rather than the crazy US system.


The world of mobile applications is opening up all sorts of new opportunities to expand ERP systems from beyond hidden backroom offices out into the real world. No one wants to have to enter data twice, so these applications are great mechanisms to get transactions entered directly into the ERP from the point of work and not relying on paper records that are later typed in (perhaps inaccurately). Sage Service Billing is one of our first wave of these applications with more to follow.

Written by smist08

August 10, 2013 at 7:26 pm

22 Responses

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  1. […] Introduction Last year at Sage Summit we showed proof of concept demos of a number of mobile applications we were developing. At this year’s Sage Summit we announced that these were now shipping. I…  […]

  2. […] week we looked at Sage Mobile Service where technicians performed billable work. If they took payment by credit card, then they are paid, […]

  3. Nice one Stephen (and Team!) – what are Sage’ plans for Native Android apps?

    If steering away from pure web apps (e.g. due to performance issues/limitations on devices), both native iPhone and Android apps are a must these days, as Apple stagnates, and Samsung continues to flourish.

    Square supports both – a sign of the times.

    Aslan Kanzas

    August 19, 2013 at 9:44 pm

    • With the iPhone one released, we’re working on the Android one now. We are redoing some of the User Design parts to ensure we give a true native Android look and feel.


      August 19, 2013 at 10:45 pm

  4. […] and Mobile applications that were released at Sage Summit this year. Previously I blogged on our Sage Mobile Service iPhone Application and our Sage Billing and Payments Web […]

  5. Thanks Stephen. When does the developer program move to GA?

    Re the iPhone app – what tooling do you guys use to develop? Is it native objective-c?


    August 27, 2013 at 11:30 pm

    • I’m not sure when the developer program will be thrown wide open. For the iPhone App we are developing it in Objective-C within the Apple XCode development environment.


      August 27, 2013 at 11:32 pm

      • Thanks Stephen.


        August 27, 2013 at 11:37 pm

      • Hi Stephen,

        I have been reading your blog since yesterday, incredible career, you should be proud.

        Anywa, I am a student in Software Engineering developing a sales app on iOS platform (objective-c). So far, I have connected the app to the SQL database of the store through a web server. I am working with ACCPACC data structure therefore sage.

        Now, I want to connect the webserver (coded in PHP) or the app itself (coded in objective-c) to the sage API. Any tips? Basically, the application will P.O. a product, and I need the macro of the API to take care of the writing in the tables needed(OEORDH etc…).

        This is what I found so far,

        It does not help much.

        I am junior developer and new to the concept of ERP systems, therefore your patience would be appreciated.

        Best Regards,

        Julien Fadel
        1st Undergraduate Student in Software Engineering.

        Julien Fadel

        July 26, 2016 at 4:05 pm

      • I think your best bet is to call the Sage 300 .Net API from your PHP web server application. I have a series of articles on this starting with this one: There are web service APIs for Sage 300, but the support for POs is rather lacking. With the .Net API there are no limitations or restrictions so you can deal with any accounting document or object that your like.


        July 26, 2016 at 5:36 pm

  6. […] cloud products including Sage 300 Online, Sage Mobile Sales,  Sage Billing and Payments and Sage Mobile Service. I only managed to demo one of these at each conference, but they were all well received. The main […]

  7. […] have team members helping out with the Sage Connected Services. This year we released: Sage Mobile Service, Sage Mobile Sales and Sage Billing and Payments. We are now working on new versions of these as […]

  8. Hi Stephen
    This is zia from Bangladesh (Asia). Most popular Mobile os is Android in this region. You are talking about cloud. is there any opportunity to use the cloud service from here? there are numbers of apps are developing, but if we could use those apps, life would be much easier. Will you please let me know, is there any chance to have this service from Bangladesh, india, Pakistan , sri lanka etc.


    April 9, 2014 at 7:34 am

    • We will be rolling these out internationally, but I can’t say when. For all these iOS apps, we currently have Android versions in development which we should be showing soon.


      April 9, 2014 at 4:10 pm

  9. Hi Team. Is the Sage Mobile Sales ready for other markets outside of North America?

    Leroy Gordon

    October 15, 2014 at 2:00 am

    • Sorry, but not yet.


      October 15, 2014 at 3:58 pm

  10. Any update on SAGE50 Mobile Service – We are currently migrating to SAGE50 Cn and are looking for an integrated mobile service dispatch app

    Kurt Lequay

    April 27, 2016 at 1:02 pm

  11. Is the SAGE50 Mobile Service app launched. We are implementing SAGE50 accounting and are looking for a field service dispatch app


    April 27, 2016 at 1:32 pm

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