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Common Icons

This table helps familiarize you with some of the icons and indicators that are used in MobileTech.

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IconName/Description

Map
View your appointments on a map.

Calendar
Select to view your appointments in one of four views: Agenda, Day, Week, or Month. On devices, service appointments and technician activities can be dragged-and-dropped to a new date and/or time. (Dragging and dropping is not supported for job appointments.)

Customer
Select to view a list of customers on your device. You can select a customer and then view the customer information, location, and any customer notes. See Customers and Locations for more information.

Appointment
Displays a list of appointments that you can select to display more information, complete the appointment, and/or time in. You can filter the list to display only service appointments or only job appointments. You can search the list and you can also sort the list by date. See Appointments for more information.

Service Call
Displays a list of service calls that you can select to display more information or you can create a new service appointment for the service call. You can search and filter the list. You can also sort the list by date, location, or call type. See Service Calls for more information.

New Service Call
Select this to open the New Service Call window. See Create or Edit a Service Call for more information.

Time Entries
Displays a list of your time entries. The default view is the Current Week. You can also select to display the Previous Week entries. You can search the list and you can also sort the list by date. From the Time Entries window, you can also add unbilled time entries and run the Employee Timesheet report. See Time Entry for more information.

Additional Work
Select to display a list of additional billable work or you can create additional billable work for a service call. See Enter Additional Work for a Service Call for more information.

Setup
Select to select/enter device setup options for your device. After you select this icon, you then can select either Resco setup options or MobileTech setup options. See MobileTech Setup for Mobile Devices for more information.

Help
Select to view the online MobileTech Help.

About
Select to display version information for MobileTech and Woodford. You can also clear your log files and email log files from the About window. See Clearing the Error Log Files and Emailing the Log Files for more information.

Job Appointment Tab Icons

IconDescription

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Resolution

  1. In the Internal Note field, select Yes if the information should appear only on internal reports and not on reports that are available to customers.
  2. Enter a note in the Resolution Note field. When the job is completed, the note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the job appointment.

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Contacts
Displays the location contacts.

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 Time Entries
You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week. For more information, see Enter a Labor Transaction Before Completing an Appointment,  Enter a Travel Transaction Before Completing an Appointment, or  Enter an Expense Transaction Before Completing an Appointment.

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Inventory
You can enter billable inventory costs for an appointment. If you inadvertently enter an inventory item, you can delete it before it is synced. For more information, see  Enter an Inventory Transaction Before Completing an Appointment. 

Note

You can add the same item within the same job appointment but with a different cost code.


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 PO Lines  
 You can create purchase orders on your mobile device for items that need to be purchased while on a job appointment. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing. For more information, see Create a Purchase Order.

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 PO Receipts
You can receive items on drop-ship purchase orders while on a job appointment or service call. For more information, see Receive Items from a Drop-Ship Purchase Order.

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 Summary
You can view the information that you have entered for this appointment. For more information, see Complete the Summary Tab for a Job Appointment.