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On the Summary tab, review the details that you entered for this appointment.
Service Summary
Service Call
Appointment
Opened
Completed - This can be edited on the Resolution tab.
Description
Customer Location
Customer
Address information
Call Details
Problem Type
Call Type
Customer PO
Technician
Resolution Note
Call Resolution
Name
Description
Task Summary
Time Entries
Consumed Inventory
Purchase Order
Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting signaturesSignatures below for more information. Turn the device horizontally to increase the size of the signature field.
Select the Technician Signature button to add your signature, if needed based on setup.
After confirming the information, select the checkmark icon. Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.
If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.
If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.
When the confirmation message is displayed, select Complete Appointment.
The appointment is removed from the list of appointments. If the Call Summary or Appointment Summary report is set up, it is generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.
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