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For more information, see these sections:

Table of Contents

Automatic

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Syncing
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automatic
automatic

To automatically sync your device with the host system, set up the following preferences on the Setup > Resco screen in MobileTech.

Note

If MobileTech is set up to use event-based syncing and Sync Login is set to Off on the device, automatic syncs will occur when you create a service call, create or complete an appointment, or request a timesheet report. If Sync Login is set to On, you'll be prompted to sync. For more information, see "Event-based syncing" later in this topic.

Automatically

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Sync Your Device Only When You Log on to

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It

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

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Synchronize Your Device When You Log on to

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It, and

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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

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Manually Synchronize Your Device

FieldSetting

Auto Sync

Never

Auto Sync Delay (sec.)

Enter 0

Sync Login

On


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Event-based

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Syncing
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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 Save after creating a service call.
  • You choose Save after creating an appointment.
  • You choose Complete Appointment after completing a service call appointment.
  • You request a timesheet report.

Display the Sync

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Page to

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Prompt You to

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Synchronize

After you create a service call, create or complete an appointment, or request a timesheet report, the Sync page is displayed. You must choose Sync   to sync to the host system.

FieldSetting

UseEventBasedSync in the Admin Setup Options

True

Sync Login on the device

On

Automatically

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Synchronize Your Device to the

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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.

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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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Manual

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Syncing
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manual
manual

Note
To manually sync with the host system from the Sync page, the Sync Login option must be marked on the Options tab on the Setup > Resco screen.

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  1. Choose 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.

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