Working with
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Appointments
To work with appointments, choose select Appointments 
, or from a service call, choose select the Appointments 
tab.
You can select a view from the drop-down field to limit the appointments that display. The default view is All Appointments.
- All Appointments
- Job Appointments
- Service Appointments
- Technician Activities
- Today's Appointments
- In Progress
If MobileTech is set up to use time logs, when the appointments list is displayed, you can easily see which service appointments, job appointments, and technician activities you're timed in to. These appointments are designated with a clock icon. For more information, see Time In and Out of Appointments.
To work with an existing appointment, select an appointment and choose select More. Use these tabs to view additional information.
| Icon | Description |
|---|
| Appointment
View or change appointment details. Depending on the MobileTech setup, you might be able to find links to these notes at the bottom of the Appointment pane when you view the details for a service call appointment. Depending on your company's setup, you can also access the XOi hyperlink for SEE Workflow or XOi Workflow and XOi Site History. - Customer notes
- Customer location notes
- Service call notes, including service call description and resolution notes
- Appointment notes
- Equipment notes for one or more pieces of equipment
- Contract notes
For any of the above links, if a note exists, the link is highlighted. You can click the links to view the notes. | Note |
|---|
When you view most types of notes, a separate pane is displayed. Therefore, when you close the note, you'll return to the appointment details pane from which you opened the note. However, when you view appointment notes, the Notes tab for current appointment is displayed. To return to the appointment details, choose select the Appointment tab. If you close the appointment note, you're also closing the appointment details pane, and you'll return to the appointments list. |
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| Notes
View notes that are associated with an appointment. Depending on the MobileTech setup, you might not be able to change an existing note. You can also create a new appointment note. For more information, see Create a Note. |
| Attachments
You can add attachments, such as documents and images, to service calls, service and/or 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, appointment, or task in MobileTech. |
| Map
If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. | Note |
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If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates . |
|
| Job Safety Tasks
Depending on the MobileTech setup, this tab might not be displayed. You can use job safety tasks to complete a job safety audit of a work location before you complete an appointment. See Complete a Job Safety Audit. |
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To enter labor, travel, expense, and inventory transactions, or to mark an appointment as complete, select an appointment in the appointments list and choose select Complete or if you are in the Appointment window, select the menu 
icon and then select Complete. For more information, see Complete an Appointment .
To time in or out of an appointment, select an appointment from the appointments list and choose select Time In or Time Out. Depending on the MobileTech setup, this button might not be available. For more information, see Time In and Out of Appointments .
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