Page Comparison

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1. On the Summary tab, review the details that you entered for this appointment. 
   
   • Service Summary
     • Service Call
     • Appointment
     • Opened
     • Completed - This can be edited on the Resolution tab.
   • Customer Location
     • Customer ID/Name
     • Address information
   • Call Details
     • Problem Type
     • Call Type
     • Customer PO
     • Technician
     • Resolution Note
   • Call Resolution
     • Name
     • Description
   • Task Summary

2. Collect the customer's signature, if needed based on setup. See Collecting signatures for more information. 

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

   
   

3. 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. 
6. The appointment is removed from the list of appointments. If the Call Summary or Appointment Summary report is set up, it is generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.

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