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Syncing can be set up to occur automatically or based on events, and you can manually sync your mobile device at any time.

Note

If you are unable to click on a setup field on your device, you will need to contact your administrator to unlock the field.

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  • Select Save after creating a service call.
  • Select Save after creating an appointment.
  • Select Complete an Appointment after completing a service call appointment.
  • Select Save after creating a purchase order.
  • Select Save after creating a new piece of equipment.
  • You request a timesheet report.

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  1. Select the Sync icon.
  2. Enter the following information. If you've previously used MobileTech on this client device, most or all of this information is shown as default entries.

    • Url: Enter the URL of the MobileTech Integration Sync Server. The URL must include the server name, website port number, and company database name. Example: http://servername:8888/companydatabase

    • User Name: Enter your user name. This is the email address that was set up for you by an administrator in MobileTech Administration to use when you log on to a client device.

    • Password: Enter the password that is associated with your user nameusername.

    • Save Password: Toggle on if you want the application to remember your password after you exit and start MobileTech again. Don't save your password if you're using a shared client device. If you don't save your password, it is saved only during this session. You won't have to re-enter your password the next time you sync during this session.

    • Scan QR: This feature is not in use with MobileTech.

  3. Select the Sync icon. If you encounter any issues while you're syncing, you can review and resolve them by selecting Sync Errors. For more information, see Resolving Sync Issues.

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