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IconDescription

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 the current appointment is displayed. To return to the appointment details, 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.


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

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.


Related
 Select to view a list of other technicians scheduled for the same service call or job. After accessing this view, select the Redisplay icon. You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.

  • Service appointments automatically show all appointments on the service call.
  • Job appointments show only the appointments for the selected date range. The default date range is +/- 1 day, but you . You can select any date range, however, be aware that the larger the date range the longer it may take to retrieve the data. 

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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