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These procedures discuss attachments that are associated with existing service calls, service/job appointments, and tasks. You can take photos or record videos to add to service calls and/or service and job appointments, or attach existing images and files. See Additional attachment options in MobileTech that are available after you have added the attachment.
- Select Service Calls . Select a service call, and select the service call (or select Appointments and select an appointment.)
- Select More and then select the Attachments tab.
- Select Add .
- Enter a description for the attachment.
- Select the File tab, and then select the menu icon.
- 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.
- 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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