Page Comparison

For information on creating a service call, service appointment or task for a service call, follow the links below. Job appointments are created in Signature or Schedule and cannot be created in MobileTech.

• To create a service call, see Create or Edit a Service Call.
• To create a service appointment, see Create or Change an Appointment.
• To create a task for a service call before you add an attachment to a task, see Complete Tasks for a Service Call . 

For instructions about how to add attachments to service calls in Service Management, see the information about document management in the Service Management documentation.

Additional 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.