Page Comparison

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1. On the Summary tab, review the details that you entered for this appointment. After the appointment is completed, you can't enter additional information about this appointment on your mobile client device.
   • Service Summary
     • Job Number
     • Completed - This can be edited on the Resolution tab.
     • Job Description
     • Technician
     • Resolution Note
   • Customer Location
     • Customer ID/Name
     • Address information

2. Collect Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting signatures for more information.

   Note
   Turn the device horizontally to increase the size of the signature field.

   
   

3. Add Select the Technician Signature button to add your signature, if needed based on setup.

4. After confirming the information, choose . Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.

   • If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.
   • If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.
5. When the confirmation message is displayed, choose Complete Appointment. 
   The appointment is removed from your device. If there are billable transactions on the appointment, a timesheet is automatically sent to you when you sync.

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