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You can add attachments, such as documents and images, to service calls , service/job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call , service/job appointment, job appointment, or task in MobileTech. You can add and view attachments on your mobile device, and also change or "mark up" attachments on your mobile device. 

If an attachment is associated with a/an:

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Files that are attached to service calls and tasks 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 .

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.
    Info
  • 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.

    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, service appointments, job appointments, and tasks.

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    Add an Attachment to a Service Call

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    These procedures discuss attachments that are associated with existing service calls and service/job appointments. 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 (or select Appointments and select an appointment)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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    You can view and mark up attachments that originate in Service Management, Job Cost, or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you select the Attachments tab. See Additional attachment options in MobileTech that are available after you have added the attachment.

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    1. Select Service Calls and select a service call (or select Appointments and select an appointment)call.
    2. Select More, and then select the Attachments tab. 
    3. Select an attachment.
      • Select More to see information about the file. You can change the description of the attachment and then save the changes.
      • Select Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
    4. Save the changes.

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    You can take photos or record videos to add to equipment, 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. Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
    2. Select Equipment and then select the equipment.
    3. Select the Attachments Image Removed tab.
    4. Select Add Image Removed. 
    5. Enter a description for the attachment.
    6. Select the Attachment Image Removed  tab, and then select the menu Image Removed icon.
    7. 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.
    8. Select Save  Image Removed. After you attach a file, the file description and type are shown on the Attachments Image Removed tab for the equipment.

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    You can view attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Additional attachment options in MobileTech that are available after you have added the attachment.

    1. Select Service Calls. Select a service call, select More, and then select the Tasks tab.
    2. Select a task, select More, and then select the Attachments Image Removed tab.
    3. Select an existing attachment to view or change. Go to step 4 to create a new attachment.Select More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment, if needed, and then save the changes.Select Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
    4. Select Add Image Removed. 
    5. Enter a description for the attachment.
    6. Select the File Image Removed tab, and then select the menu Image Removed icon.
    7. Select Choose Picture or Select File. (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.
    8. Select Save Image Removed. After you attach a file, the file description and type are shown on the Attachments Image Removed tab for the task. The attachments also are displayed on the Inspection report.

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    Copy and Paste an Attachment to a Service Call

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    Although you can attach images to service calls, service/job appointments, and tasks, depending on the device that you use, you sometimes can't directly attach other types of files to service calls and tasks. However, you can copy other types of files and paste them into MobileTech to be saved as an attachment to a service call, service appointment, job appointment, or task.

    For example, suppose you use an iOS device and your organization requires you to fill out PDF templates for service calls. After accessing the template from your email or a website or other shared location, you can open the file in a PDF editor app, enter information in the template, save and flatten the modified PDF, and then use the iOS Open in menu to copy and paste the PDF into MobileTech.

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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

      :
    5. To open a service call, select Service Calls, select More, and then select the Attachments Image Removed tab.
      6. To open an appointment, select Appointments . Select an appointment, select More, and then select the Attachments Image Removed tab

      .

      To open a task, select Service Calls Image Removed. Select a service call, select More, and then select the Tasks Image Removedtab. Select a task, select More, and then select the Attachments Image Removed tab.
      Note

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


    6. From the menu, select Paste to paste the file into MobileTech.
    7. 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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    Additional Attachment Options in MobileTech

    Before Syncing

    After you have attached an image or file in the Attachment window, but you haven't synchronized your device, you can delete or view the attachment. When viewing the attachment, additional options that are device-specific are available.

    After Syncing

    After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by choosing the menu Image Modified icon.

    The following options are available, depending on your device's operating system:

    • Clear - Removes the existing attachment. You can then choose to Capture Picture, Choose Picture, Select File, or Paste.
    • Open - Opens the attachment in another app.
    • Copy - Copies the attachment to the clipboard.
    • Print - Prints the attachment.
    • Email - Emails the attachment.
    • Export - Allows you to save to the file system.