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When you first log on, you must manually sync the device.

FieldSetting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter 0

Sync Login

Off

Automatically Synchronize Your Device When You Log on to It, and Then at Specific Intervals Throughout the Work Day

After you log on, the device is automatically synced at the interval that you enter.

FieldSetting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter a value, such as 600

Sync Login

Off

Always Manually Synchronize Your Device

FieldSetting

Auto Sync

Never

Auto Sync Delay (sec.)

Enter 0

Sync Login

On

Event-based Syncing
Anchor
event
event

If MobileTech is set up to use event-based syncing, event-based syncing is used to synchronize your device to the host system in these situations:

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

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After you create a service call, create or complete an appointment, create a purchase order, create a new piece of equipment, or request a timesheet report, the Sync page is displayed. You must choose select Sync    to sync to the host system.

FieldSetting

UseEventBasedSync in the Admin Setup Options

True

Sync Login on the device

On

Automatically Synchronize Your Device to the Host System

After you create a service call, create or complete an appointment, or request a timesheet report, your device is automatically synced to the host system.

FieldSetting

UseEventBasedSync in the Admin Setup Options

True

Sync Login on the device

Off

If MobileTech is not set up to use event-based syncing, no event-based syncing occurs. The device will sync depending on your settings in the Sync Login or Auto Sync fields on the Setup page, or when you manually sync the device. See "Automatic syncing" and "Manual syncing" in this topic for more information.

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To log on or to sync the host and your mobile device, follow these steps.

  1. Choose Select the Sync  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.

    FieldDescription

    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 name.

    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 QRThis feature is not in use with MobileTech.


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