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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, service appointment, job appointment, or task to attach the file to:
    • To open a service call, select Service Calls, select More, and then select the Attachments  tab.
    • To open an appointment, select Appointments . Select an appointment, select More, and then select the Attachments  tab.
    • To open a task, select Service Calls . Select a service call, select More, and then select the Tasks tab. Select a task, select More, and then select the Attachments  tab.

    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.

Insert excerpt
Customers and Locations
Customers and Locations
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