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- In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options page is displayed.
- Set up the following information to automatically send inspection reports to the specified email address(es).
- Inspection Source
: All active/published inspection templates are available in the drop-down except for the Job Safety Analysis. - Email Technician
: This checkbox defaults to marked so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated. - Email To Addresses
: Enter the email address(es) that will automatically receive the inspection report. You can enter multiple email addresses as long as they are separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated. - Email From Address
: This is the email address that the report shows as being sent from, regardless of the technician that created the report. - Email Subject
: The subject of the email message. - Email Body
: The body text of the email message.
- Inspection Source
- Select Save.
- In MobileTech Client, after a technician saves a new appointment inspection report, an email with this report attached is automatically sent when the appointment is completed, provided the Inspection Email Options exist for the corresponding inspection template.
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- In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options window is displayed.
- The following fields are automatically set up upon installation.
- Inspection Source
: Select SERVER EMAIL DELIVERY, which lets the technician select which location contact(s) to receive the report as an email attachment. - Email Technician
: Mark this option so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated. - Email To Addresses
: Leave this field blank as the report will be sent to the location contact(s) the technician selects. However, you may enter email addresses to automatically receive the inspection report without the technician needing to select the location contact(s). Multiple email addresses must be separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated. - Email From Address
: This is the email address that the report shows as being sent from, regardless of the technician that who created the report. - Email Subject: The subject of the email message.
- Email Body
: The body text of the email message.
- Inspection Source
- Select Save if you have made any changes.
In MobileTech Client, a technician manually selects an Inspection from the ‘Completed’ view and then clicks on the “Email” button to open the Location Contact list. After selecting the desired location contact(s) and clicking ‘>’ Next, the email is sent when the device is synced.
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