Page Comparison

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1. Select Service Calls . Select a service 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 choose select Open. The attachment is displayed in the Attachment pane.
7. Choose 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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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 choose 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 . Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
2. Choose Select Equipment and then select the equipment.
3. Choose Select the Attachments  tab.
4. Choose Select Add . 
5. Enter a description for the attachment.
6. Choose Select the Attachment   tab, and then choose the select the menu  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 choose select Open. The attachment is displayed in the Attachment pane.
8. Choose Select Save . After you attach a file, the file description and type are shown on the Attachments  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. Choose Select Service Calls . Select a service call, choose select More, and then choose select the Tasks tab.
2. Select a task, choose select More, and then choose select the Attachments  tab.
3. Select an existing attachment to view or change. Go to step 4 to create a new attachment.
   • Choose 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.
   • Choose 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. Choose Select Add . 
5. Enter a description for the attachment.
6. Choose Select the File  tab, and then choose the select the menu  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 choose select Open. The attachment is displayed in the Attachment pane.
8. Choose Select Save . After you attach a file, the file description and type are shown on the Attachments  tab for the task. The attachments also are displayed on the Inspection report.

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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. Choose Select the Share button, and then choose 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, choose select Service Calls . Select a service call, choose select More, and then choose select the Attachments  tab.
   • To open an appointment, choose select Appointments . Select an appointment, choose select More, and then choose select the Attachments  tab.
   • To open a task, choose select Service Calls . Select a service call, choose select More, and then choose select the Tasks tab. Select a task, choose select More, and then choose 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, choose select Paste to paste the file into MobileTech.
6. Name the document and choose select the Save icon. The file will be synced as an attachment to the service call or task.

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