Page Comparison

Menu
Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The actions that are available depend on the kind of transaction or timesheet entry that you're working with.

Add Snippets
Add predefined resolution note snippets when you complete an appointment. Select as many snippets as you want, in the order that you want them listed.

Back
Close the current pane and return to the previous pane.

Barcode
Scan a barcode for equipment or inventory items.

BOB Health Status Indicators
The health status will be one of the following colors:

Red: High priority fault currently Active.

Orange: Medium priority fault currently Active.

Yellow: Low priority fault currently Active.

Gray: Entities that have:

• Sensors with a currently Active BAS Agent in the Connected State but no active Faults.

• No Sensors with a currently Active BAS Agent in the Connected State.

• The Entity is not created or mapped in Building Optimization Broker.

Complete
Complete an appointment or tasks.

Contract
Indicates the equipment is on a contract. This icon displays on the Location Equipment tab, Service Call Equipment tab, New Service Call form, and the BOB Equipment dashboard.

History
View service history at this location. Select the History tab to open the History form. Select the Redisplay icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access.

Map
Display appointment addresses on a map.

New
Create a new record, such as a service call, appointment, or note.

Number of Rejected Time Entries
If you have any rejected time entries, a notification count displays next to the Time Entry icon on the navigation pane. The number displayed indicates the number of rejected transactions for the Previous and Current Weeks combined. When you correct and resubmit the time entry, the count updates.

Pause
This icon displays to the left of an appointment in the Appointments list to indicate that you have paused the travel time entry. See Time In and Out of Travel .

Rejected Time Entry
This icon displays in the Time Entry list next to any time entries that have been rejected. A status row for the time entry also displays "Rejected" and the manager's comments display.

Related
Select to view a list of other appointments for the same service call or job, regardless of the assigned technician. See View Related Appointments.

Reopen
This icon displays in the service call Task tab. Selecting this icon will reopen the completed tasks.

Replacement Parts or Task Materials
Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form.

• Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction.

• Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.

Save
Save the changes to the record.

Sync
Sync your device to the host system.

Travel Time Begun
This icon displays to the left of an appointment in the Appointments list to indicate that you have begun travel to the appointment. See Time In and Out of Travel.

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.

Contacts
Displays the location contacts.

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.

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. 

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.

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.

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.

Resolution
If the system is set up for you to enter resolution information for appointments, you can select call resolutions and resolution note snippets for appointments. Your system administrator determines whether a call resolution should be entered for service calls or for appointments. You can also select Add Snippets to add predefined resolution note snippets. As you select the snippets, a preview is displayed in the snippet selection window. You can select as many snippets as you want, in the order that you want them listed, and then select the Add  icon.

Inspections
Inspections are custom forms (questionnaires) that your company has created. This feature is available depending on your company settings. Also depending upon your company settings, inspections can be performed for service appointments, job appointments, customers, locations, equipment, and additional work.

Contacts
Depending on your setup options, you can add or edit Contacts. You also may have the option to select Report email recipients. Contacts added in MobileTech synchronize to Signature where the back office will review and process.

Equipment
View the equipment that is associated with the service call. You can also associate additional equipment to the service call. Equipment can also be associated with the service call from the Service Call form.

Task
You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call.

Replacement Parts or Task Materials
Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form.

• Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction.

• Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.

Time Entries
You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week.

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.

PO Lines  
You can create purchase orders on your mobile device for items that need to be purchased while on a service call. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing.

PO Receipts
You can receive items on drop-ship purchase orders while on a job appointment or service call.

Summary
You can view the information that you have entered for this appointment. 

XOi attachment
You can add an attachment and create a unique hyperlink to the XOi server. This hyperlink is copied into the Resolution Note section.

Reports
View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.