You can add attachments, such as documents and images, to service calls, appointments, equipment, time entrieslocations, locationstasks, and tasks 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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Select the specific service call, 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.
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 the Location tab and select a 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.
Select Add.
Enter a Description for the attachment. (optional)
If you are entering multiple attachments, the description will be used for all the attachments. You can edit the description by selecting the attachment and then selecting More.Click Select Attachments.
Select the pictures or files, and then select Open. The attachments are displayed in the Attachment pane.
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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