You can add attachments, such as documents and images, to service calls, additional work, appointments, equipment, locations, tasks, and time entries in MobileTech. If the attachments are added in Service Management, these attachments will be available to view and change from the attachments list in MobileTech. You can add and view attachments on your mobile device, and also change or "mark up" attachments on your mobile device. 

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Add an Attachment

These procedures discuss attachments that are associated with existing service calls. You can take photos or record videos to add to service calls or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select the specific service call, additional work, appointment, equipment, time entry, location, or task.

   • Service Calls: Select Service Calls and select the service call. Select More and then select the Attachments tab.

   • Additional Work: To add an attachment before syncing the additional work, you need to save the transaction, select the work item, and then select the Attachments tab.

   • Appointments: Select Appointments and select an appointment. Select More and then select the Attachments tab.

   • Equipment: Select Service Calls. Select the service call, select More OR go to Customers, select the customer, select Location, and then select the location. Select Equipment and then select the equipment. Select More and then select the Attachments tab.

   • Location: Select Customer and select a customer. Select Location and select the location. Select More and then select the  Attachments tab.

   • Tasks: Select Service Calls. Select a service call, select More, and then select the Tasks tab. Select a task, select More, and then select the Attachments tab.

   • Time Entry: In the Time Entry form, select the Attachments tab.

2. Select Add. 

3. Enter a Description for the attachment. (optional)
   If you are entering multiple attachments, the description entered here will be used for all the attachments. You can edit each attachment’s description by selecting the specific attachment and then selecting More.

4. Click Select Attachments.

5. Select the pictures or files, and then select Open. The attachments are displayed in the Attachment pane.

6. Select Save. After you attach a file, the file description and type are shown on the Attachments tab for the service call.

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