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When you first log on, you must manually sync the device.

FieldSetting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter 0

Sync Login

Off

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After you log on, the device is automatically synced at the interval that you enter.

FieldSetting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter a value, such as 600

Sync Login

Off

Always manually sync your device

FieldSetting

Auto Sync

Never

Auto Sync Delay (sec.)

Enter 0

Sync Login

On

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After you create a service call, create or complete an appointment, or request a timesheet report, the Sync page is displayed. You must choose Sync to sync to the host system.

FieldSetting

UseEventBasedSync in the setup options

True

Sync Login on the device

On

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After you create a service call, create or complete an appointment, or request a timesheet report, your device is automatically synced to the host system.

FieldSetting

UseEventBasedSync in the setup options

True

Sync Login on the device

Off

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  1. Choose the Sync icon.
  2. Enter the following information. If you've previously used MobileTech on this client device, most or all of this information is shown as default entries.

    FieldDescription

    Url

    Enter the URL of the MobileTech Integration Sync Server. The URL must include the server name, website port number, and company database name.

    Example:

    http://servername:8080/companydatabase

    User Name

    Enter your user name. This is the email address that was set up for you by an administrator in MobileTech Administration to use when you log on to a client device.

    Password

    Enter the password that is associated with your user name.

    Save Password

    Mark this option if you want the application to remember your password after you exit and start MobileTech again. Don't save your password if you're using a shared client device. If you don't save your password, it is saved only during this session. You won't have to re-enter your password the next time you sync during this session.

    Start Sync Date and End Sync Date

    These dates create a range for the records that are synced. Only records that fall within this range are included from the host system.

    Likewise, if you create a new record from your device, such as a pending service call or appointment, the date of that record must fall within the sync date range to successfully be synced and to create the record. An appointment that you create for a future date that is not in the sync date range isn't displayed on the device until it falls within the sync date range.

    The default sync dates are one month before and one month after the system date, but you can select different dates.


  3. Choose the Sync icon.If you encounter any issues while you're syncing, you can review and resolve by choosing Sync Errors. For more information, see Resolving sync issues.

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