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Files that are attached to service calls are displayed together with their descriptions and file extension types, such as PNG, PDF, DOC, or XLS. For example, if more than one attachment is associated to the service call, you can easily see the file types. You can attach any file type on Android and Windows devices. On all devices, you can copy other files types, such as Microsoft Word documents or PDFs, into MobileTech to be attached to a service call. For more information, see Copy and paste an attachment to a service call or task .

Info

Report Attachments

  • If the Call Summary and/or Appointment Summary reports are set up in MobileTech Admin, they are generated when you complete the Summary tab, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup. See Complete the Summary Tab.
  • If the Job Appointment Summary report is set up in MobileTech Admin, it is generated when you complete the job appointment Summary tab, and are attached at the cost code or job. See Complete the Summary Tab for a Job Appointment.

Adding Attachments

These procedures discuss attachments that are associated with existing service calls

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These procedures discuss attachments that are associated with existing service calls. You can take photos or record videos to add to service calls and service/job appointments, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

  1. Select Service Calls and select the service call.
  2. Select More and then select the Attachments  tab.
  3. Select Add . 
  4. Enter a description for the attachment.
  5. Select the File  tab, and then select the menu  icon.
  6. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
  7. Select Save . After you attach a file, the file description and type are shown on the Attachments tab for the service call or appointment.

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View or Change an Attachment on a Service Call

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  1. Open the document on your device. Long tap on it to display the available actions, and choose to open the file in an associated program, such as a PDF editor or word processing app.
  2. Edit the information as needed and save your changes, flattening the document if necessary.
  3. Select the Share button, and then select Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."

  4. Open the service call to attach the file to.

    Note

    If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.


  5. From the menu, select Paste to paste the file into MobileTech.
  6. Name the document and select the Save icon. The file will be synced as an attachment to the service call, appointment, or task.

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