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Kimberly Onnen

Kimberly Onnen

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Obtain a Google Maps API Key

Excerpt

If you will be using the Mapping feature on a Windows computer, you will need to obtain a Google Maps API key at https://cloud.google.com/maps-platform/pricing/. (Select Dynamic Maps and then select Maps JavaScript API.)

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installationnotes
installationnotes
Installation Notes

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Case #New Feature
MTW-413We've updated the process of adding a new appointment during the appointment completion process. After selecting the Complete and New Appointment option from the appointment window, the appointment is completed but not synced. When the technician saves the new appointment and syncs, this will also perform a full synchronization that includes the completed appointment.
MTW-415

A Location Contact lookup button has been added to the Additional Work form so that technicians can select the contact from a list of existing contacts for the location.

MTW-461

Admin users can now access the Installation and Administration Guide and the MobileTech Help from the About window in MobileTech Admin.

MTW-542

Technicians can now view all Job Appointment notes, where previously only the job resolutions notes displayed. The Notes tab displays at the bottom of the Job Detail window if notes already exist for this job appointment. The notes are viewable as read-only.

MTW-568

Technicians now have the ability to unassign equipment they themselves added to a service call, provided that a device sync has not been completed.

MTW-614A service call can remain open with Task Completion set to Required if a second appointment is created for the service call prior to attempting to complete the first appointment.
MTW-715
MTW-911

Technicians can now use XOi's Deep Linking feature to open the XOi Vision app from the MobileTech app to complete the XOi Workflow and to view Site History. Technicians can then return to MobileTech from Vision using their Android device's back button or for iOS users, tapping Mobile CRM in the top left corner. The Appointment Summary report has been updated to include the XOi Resolution Note when the XOi Deep Linking is set to True in Admin Settings.

Note
Users will need to deploy the updated Appointment Summary report. For information on deploying reports, see the Signature Reports Guide. Schedule 4.5 is required to use this feature.


MTW-780

We've added a link to the Resco Cloud Dashboard under the Tools menu in MobileTech Admin. Selecting this option will open the Resco Cloud Dashboard in your default browser.

On the Resco Cloud Dashboard, you have access to:

  • Woodford
    Woodford is a browser-based configuration tool for managing MobileTech. It allows you to manage connected mobile devices and to customize versions of MobileTech dedicated to a particular set of users.
  • Admin Console
    Admin Console is a server administration center used to configure and manage your Resco Cloud server. 
  • Sync Dashboard
    The Sync Dashboard provides visibility into synchronization performance by identifying sync errors, sync duration, and metrics like average sync time.
MTW-783The Appointment Resolution Snippets have been updated so that the Add Snippets button is inline in the Appointment pane as the technician completes the appointment. As the snippets are selected, a new snippet preview is displayed in the snippet selection window.
MTW-828Technicians may be able to select a Location Contact when completing a job appointment. If the job's location is also a Service Location, then the technician can choose a Location Contact from the provided list or add a new Location Contact. If the Job Location is not a Service Location, the technician can only add a contact's email address to receive the Completion Report and the email address is not synced.
MTW-917Payment Summary for field invoices has been redesigned for technicians to view the payment summary information including invoice number, customer, location, service call number, and details of payments that were collected for the service calls, and report totals for the day and week. The Technician information and Date Created are also displayed. Technicians have the option to view the Current Week or the Previous Week. The dates can be sorted ascending or descending. An added option is to Collapse All to view only the date, payment information, and totals or Expand All to view all details. The device may need to be rotated to landscape view to display the data.
MTW-928

Field Invoicing users now have the option to have two different signatures for the Call Summary Report and the Field Invoice Report.

  • If Field Invoicing is turned on, UseFieldInvoicePreview = True, and UseFieldInvoiceSignature = True, the signature validation for the Field Invoice Report uses the Signature Settings CustomerSignatureValidationLevel option in MobileTech Admin's Setup Options. The technician has the option to either use the Summary Signature or to capture a signature for the Field Invoice Report. A customer signature captured from the Report tab is only attached to the Field Invoice Report.
  • If Field Invoicing is turned on, UseFieldInvoicePreview = False, and UseFieldInvoiceSignature = True, the Call Summary signature is used on the Field Invoice Report.
MTW-958

Technicians can now access the appointment completion functions after selecting the More button to view added details about the job or service appointment.  The <Complete> option has been added to the Hamburger menu icon on the appointment details window. For technician activities, the appointment completion function when viewing added details about the activity (after selecting More) is accessed by selecting the new checkmark icon.

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