Installing MobileTech
Upgrading to 8.0 Service Pack 2 from a previous version
You can upgrade to MobileTech 8.0 SP 2 from version 7.x or higher.
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Installation Components and Compatibility
MobileTech components to install
To set up and implement MobileTech, you must install these components:
- MobileTech Server 8-0-71 (includes Resco Woodford 12.3.1.47087, Publish Version 12.2)
- MobileTech 8-0-71.Woodford (included in installation)
- Resco Mobile CRM (from device App Store)
Important Notes
- Do not install MobileTech server components on your SQL Server machine.
- Install MobileTech Administration on the MobileTech web server.
- Verify the eTimeTrack Web Service current release version matches the installed version of Signature. For installation instructions for each component, see the Signature MobileTech 8.0 Installation and Administrative Guide.
Compatibility information
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To find a complete list of system requirements across all the Signature modules, refer to the Signature System Requirements document found on the Product Download page on Signature Resources. https://portal.key2act.com/customer-portal/downloads. This table lists the tested and supported compatible versions for MobileTech 8.0 SP 2.
Obtain a Google Maps API KeyIf you will be using the Mapping feature on a Windows computer, you will need to obtain a Google Maps API key at https://cloud.google.com/maps-platform/pricing/. (Select Dynamic Maps and then select Maps JavaScript API.) |
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- You will need to add the IIS APPPOOL\RescoCloud user to the SQL Server Reporting Services Home Folder permissions page. For instructions on adding the user, see https://docs.microsoft.com/en-us/sql/reporting-services/install-windows/reporting-services-configuration-manager-native-mode?view=sqlallproducts-allversions. You can filter the instructions to your SQL Server version.
The Job Summary Timesheet report no longer prints automatically when a technician completes a job appointment with billable transactions on the appointment. If your company would like to continue to have this report automatically generated, you can remove the comment lines from Offline HTML:
Note Enabling the automatic timesheet generation after completing a job appointment:
In Woodford, select the MobileTech project and then select Edit from the menu bar.
- From the left navigation, select Offline HTML.
- Double-click Entity to open.
Double-click Appointment to open. - Select appointment-form_complete-job.html and then select Edit from the menu bar.
- Scroll down to FORM EXECUTIONS.
- Locate //,generateTimesheetReport(appointment) //Uncomment line to turn on automatic generation of timesheets.
- Remove the preceding //, and succeeding //Uncomment line to turn on automatic generation of timesheets so that the line only displays the following.
generateTimesheetReport(appointment) - Select Save.
- Select Save from the menu bar.
- Publish the project.
IMPORTANT
Deprecation Note:
The legacy UseXOi feature has been deprecated and is no longer available as a setup option in MobileTech Administration.
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MobileTech 8.0 SP 2
| Case # | New Feature | ||
|---|---|---|---|
| MTW-1042 | The Call Summary Report now displays a single XOi hyperlink that will display the resolution information for all past/completed appointments associated with the service call. This feature works with XOi's Deep Linking.
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| MTW-1313 | We've added a Prerequisite Files installation window that displays if the user needs to install SQL Server ODBC Driver and/or .NET Framework prior to installing MobileTech 8.0 Service Pack 2. |
MobileTech 8.0
| Case # | New Feature | ||
|---|---|---|---|
| MTW-413 | We've updated the process of adding a new appointment during the appointment completion process. After selecting the Complete and New Appointment option from the appointment window, the appointment is completed but not synced. When the technician saves the new appointment and syncs, this will also perform a full synchronization that includes the completed appointment. | ||
| MTW-415 | A Location Contact lookup button has been added to the Additional Work form so that technicians can select the contact from a list of existing contacts for the location. | ||
| MTW-461 | Admin users can now access the Installation and Administration Guide and the MobileTech Help from the About window in MobileTech Admin. | ||
| MTW-542 | Technicians can now view all Job Appointment notes, where previously only the job resolutions notes displayed. The Notes tab displays at the bottom of the Job Detail window if notes already exist for this job appointment. The notes are viewable as read-only. | ||
| MTW-568 | Technicians now have the ability to unassign equipment they themselves added to a service call, provided that a device sync has not been completed. | ||
| MTW-614 | A service call can remain open with Task Completion set to Required if a second appointment is created for the service call prior to attempting to complete the first appointment. | ||
| MTW-715 MTW-911 | Technicians can now use XOi's Deep Linking feature to open the XOi Vision app from the MobileTech app to complete the XOi Workflow and to view Site History. Technicians can then return to MobileTech from Vision using their Android device's back button or for iOS users, tapping
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| MTW-780 | We've added a link to the Resco Cloud Dashboard under the Tools menu in MobileTech Admin. Selecting this option will open the Resco Cloud Dashboard in your default browser. On the Resco Cloud Dashboard, you have access to:
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| MTW-783 | The Appointment Resolution Snippets have been updated so that the Add Snippets button is inline in the Appointment pane as the technician completes the appointment. As the snippets are selected, a new snippet preview is displayed in the snippet selection window. | ||
| MTW-828 | Technicians may be able to select a Location Contact when completing a job appointment. If the job's location is also a Service Location, then the technician can choose a Location Contact from the provided list or add a new Location Contact. If the Job Location is not a Service Location, the technician can only add a contact's email address to receive the Completion Report and the email address is not synced. | ||
| MTW-917 | Payment Summary for field invoices has been redesigned for technicians to view the payment summary information including invoice number, customer, location, service call number and details of payments that were collected for the service calls, and report totals for the day and week. The Technician information and Date Created are also displayed. Technicians have the option to view the Current Week or the Previous Week. The dates can be sorted ascending or descending. An added option is to Collapse All to view only the date, payment information, and totals or Expand All to view all details. The device may need to be rotated to landscape view to display the data. | ||
| MTW-928 | Field Invoicing users now have the option to have two different signatures for the Call Summary Report and the Field Invoice Report.
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| MTW-958 | Technicians can now access the appointment completion functions after selecting the More button to view added details about the job or service appointment. The <Complete> option has been added to the Hamburger menu |
Issues Fixed
MobileTech 8.0 SP 2
| Case # | Fixed Issue |
|---|---|
| MTW-1170 | Resolution notes syncing as expected when using Call Summary Report for a service call with multiple open appointments with different technicians. |
| MTW-1178 | Performance improvement added for Equipment and Task Attachments. |
| MTW-1183 | Removed a duplicate Inventory field that displayed on the Appointment Complete PO Line form. |
| MTW-1187 | The Item Number defaults as expected when the DefaultSite is null when adding a Non Inventory item to a PO Line in the Service Appointment - Complete form. |
| MTW-1220 | Service Call Attachments no longer time out during Load Data. |
| MTW-1228 | The Resolution Note field is no longer corrupted by Resolution History data. |
| MTW-1232 | The Additional Work form now displays all service calls as expected. |
| MTW-1234 | Android attachment extensions (mimetype) are no longer corruped in sync logic. |
| MTW-1239 | The Sync Filter for Job Cost Codes now only pulls down the cost codes if the current user has a job appointment with that code. |
| MTW-1264 | Users can now enter negative labor entries as expected. |
MobileTech 8.0 SP 1
| Case # | Fixed Issue |
|---|---|
| MTW-1075 | The FTServiceCallAttachment view has been updated to synchronize attachments for OPEN service calls. |
| MTW-1138 | MobileTech Admin is now correctly checking the SEE expiration date. |
| MTW-1148 | For Quadra users, technicians will no longer receive the error “JSON property items have not enough child elements”. |
| MTW-1150 | For iOS users using the XOi workflow, users can now log back into MobileTech from XOi when the Save Password option is turned off. |
| MTW-1151 | The latitude and longitude now update in the SV00113 table as expected when Auditing is set up in MobileTech Admin and Woodford. |
| MTW-1162 | When accessing Refrigerant Tracking via an appointment, the service call ID is now being set on refrigerant tracking with multiple records. |
| MTW-1164 | If the Transaction Date is deleted on the PO Receipt form, users must enter a Transaction Date to save the form. |
| MTW-1167 | Users can now add a contact as expected when completing an appointment. |
MobileTech 8.0
| Case # | Fixed Issue |
|---|---|
| MTW-468 | When upgrading, users will no longer receive an IX_versonnumber error message. |
| MTW-500 | Users will no longer receive the "Can't decrypt database key, no user password" error if Save Password is set to Off. |
| MTW-519 | Labor Entries that have been COMMITTED in TimeTrack are no longer removed from the device. |
| MTW-539 | Users will no longer receive the "Technician does not exist" message when attempting to create a new appointment immediately after deleting data on the device and logging in as a different technician. We are now using the systemuser table (instead of the config file) to load the Technician. We have added the technician and employee details to the MobileTech Setup form so users can quickly verify if the correct information is loaded. |
| MTW-545 | Customers will no longer experience server deadlocks when merging contacts. |
| MTW-575 | We've reduced sync times by limiting the service call and equipment attachments brought down to the device. |
| MTW-584 | If you are using Flexible forms, we've found that the MobileTech tab icons do not display correctly. To fix this, you will need to edit the Theme in the Woodford project. On the left navigation bar, under Design , select Theme . In the far right section, to the right of TAB, select the ellipsis icon. Choose Selected Foreground and in the Hex # field, enter 000000 (zeros) to change the color to black. (Leave #FF in the first section of the Hex field.) Select OK. Select Foreground and in the Hex # field, enter 000000 (zeros) to change the field to black. (Leave #FF in the first section of the Hex field.) Select OK and Save. Publish the Woodford project. |
| MTW-597 | After enabling XOi in MobileTech Admin, users will no longer receive the "JSON property 'items' has not enough child elements" message. |
| MTW-613 | The Type of Call field in SV00300 is no longer cleared when the service call is updated in MobileTech. |
| MTW-895 | The Time Entry added on the DefaultWeekday no longer disappears from Previous and Current Week view. |
| MTW-906 | We've removed the UseXOEye setup option from MobileTech Admin as this feature has been deprecated and replaced with XOi Workflow and the new XOi Deep Linking feature. |
| MTW-942 | Technicians who have timed into an appointment can now indicate an unsafe work environment. The technician is prompted to time out and can then change the status to the unsafe work environment indicator that has been set up in Signature and selected as the JobSafetyUnsafeStatus in MobileTech Admin. Job Safety Audit also needs to be set to True. |
| MTW-961 | The job appointment resolution note now displays as expected on the Job Appointment Summary report. Signature 2018 R3 and Signature 2018 R4 users will need to install the updated Job Appointment Summary.rdl included in the download. |
| MTW-996 | The Job Summary Timesheet report no longer prints automatically when a technician completes a job appointment. If your company would like to continue to have this report automatically generated, see Installation Notes. |
| MTW-1065 | SEE registration was updated so that users upgrading from a previous version prior to Signature 2018 R3 have access to the XOi Settings options. |
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The following are known issues that have been reported to Resco:
| Case # | Known Resco Issues |
|---|---|
| MTW-899 | For Windows users (devices and .msi installation) only:
Workaround: Until Resco has a fix for this, we have hidden the +/- buttons for Windows users. Technicians can still manually enter the amounts. |
| MTW-764 | For iOS users: Certain data is not being deleted when sharing devices and switching users in the iOS Mobile CRM app. Workaround: The user should delete data, re-sync the device, and then verify the user name in MobileTech Settings. |
| MTW-1219 | For Windows users (devices and .msi installation) only:
Workaround: Until Resco has a fix for this, manually enter the numbers. |