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The following tables help familiarize you with some of the icons and indicators that are used in MobileTech.

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IconDescription

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. 

Note

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


 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.

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IconDescription

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.

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