You can add attachments, such as documents, images, and images videos to service/job appointments. The attachments will be available to view and change from the attachments list for a service/job appointment 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 Appointments and select an appointment.
Select More and then select the Attachments tab.
Select Add.
Enter a description for the attachment.
Select the File tab, and then select the menu icon.
Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is 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 appointment.
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You can view and mark up attachments that originate in Service Management, Job Cost, or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you select the Attachments tab.
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Copy and Paste an Attachment to an Appointment
Although you can attach videos and images to service/job appointments, depending on the your device that you use, you sometimes can't directly attach other types of files to service calls and tasks. However, you can copy other types of files and paste them into MobileTech to be saved as an attachment to an appointment.
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