When you're on a service call, you can record any information that might require additional billable work in the future. Whether you can enter additional work depends on the MobileTech setup. You can also attach photos and or files if the device has not been synced yet.
You can search service calls from either your DEVICE or from the SERVER. The MODE is indicated at the top of the window.
DEVICE MODE - The Service Call drop-down displays only service calls on your device.
SERVER MODE - The Service Call drop-down displays all service calls assigned to you on the middle-tier database (an internet connection is required).
To enter additional work:
Select Additional Work, and then select the New icon.
Enter information in these fields, as necessary. (*Required field)
Service Call *: Select the service call and appointment that you're working on.
Transaction Date: The system date is displayed. You can select a different transaction date.
Description: Enter a description of the additional work.Contact Name: Use the lookup or enter the name of the customer to contact about the additional work opportunity. You can also add a new contact, although this is only temporarily added to the additional work.
Contact Phone: Enter the phone number of the customer to contact about the additional work opportunity. If you select a contact, the phone number will fill this field. (The caller name and phone information are not tied to Contacts in Signature.)
Est. Labor Hrs.: Enter the estimated labor cost that is anticipated for the additional work.
Est. Material: Enter the estimated material cost that is anticipated for the additional work.
Est. Equipment: Enter the estimated equipment cost that is anticipated for the additional work.
Est. Subcontractor: Enter the estimated subcontractor cost that is anticipated for the additional work.
Est. Other: Enter the estimated other costs that are anticipated for the additional work.
To add an attachment to the additional workIf you haven’t synced the additional work yet, you can attachments to one of the work items (service call, appointment, or assigned equipment), you need to save the transaction and then select the work item.
Select Attachments and then select the New icon.
Select the File icon and then select Choose Picture or Select a file (the options displayed depend on the device you are using).
Select the menu icon to perform other actions for the image/file. The options listed depend on the device you are using. For example, an iPhone may have "Capture Picture", "Record Video", "Use Last Photo Taken", etc.
Clear
Open
Copy
Print
Resize Image
Email
Edit Image
Export
CancelSelect the Save icon.
See Add Attachments.