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For more information, see these sections:

Table of Contents

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Scan a barcode

  1. Go to the area where you want to scan a barcode, such as the Equipment pane. (From a service call, choose the Equipment tab and select an equipment record.)
  2. Choose the barcode icon next to the Barcode field.
  3. Start to scan when the camera opens.

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Scan barcodes from lists

A barcode icon is displayed in the search field at the top of the service call, appointment, equipment, and task lists.

You can search by barcode from any of the lists to locate information about a piece of equipment or the location of the equipment. For example, you can scan the barcode for a piece of equipment to find information about the service call, task, or list of tasks that is associated with the equipment.

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Scan a barcode for a piece of equipment at a customer site

TaskInformation displayed

Scan a barcode from the service call or appointment list

If there is only one service call for the piece of equipment that you scanned, the task list that is associated with that piece of equipment opens.

If there is more than one service call for the piece of equipment that you scanned, the service call or appointment list displays only the service calls or appointments that are associated with that piece of equipment.

Scan a barcode from the equipment list for a service call

If the piece of equipment that you scanned has tasks assigned to it, the task list that is associated with the piece of equipment opens.

Scan a barcode from the equipment list for a customer location

If the barcode doesn't match a piece of equipment on a service call, the Equipment pane opens.

If the barcode matches equipment that is assigned to a service call on the device, go to the equipment list for the service call.

Scan a barcode from the task list

The task list is restricted to the piece of equipment that is associated with the equipment barcode.

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Scan a barcode for a sublocation at a customer site

TaskInformation displayed

Scan a barcode from the service call or appointment lists

If there is only one service call for the piece of equipment that you scanned, but there are multiple pieces of equipment that are assigned to the sublocation for the service call, go to the equipment list for the service call.

If there is more than one service call that is assigned to the sublocation for the service call, the service call or appointment list displays the service calls or appointments that have equipment that is associated with the sublocation.

Scan a barcode from the equipment list

The equipment list is restricted to show the equipment that matches the sublocation that is scanned.

Scan a barcode from the task list

The task list is filtered to show only the tasks for the equipment that is associated with the sublocation.

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Scan a barcode to update Service Management records

If you scan a barcode for a piece of equipment, the record is updated in Service Management if a barcode doesn't already exist for the equipment. You can't update a sublocation barcode from MobileTech.

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Scan a barcode to update the Inventory pane

You can scan a barcode in the Site Inventory field of the Inventory pane to add an inventory item.

Note

Barcoding doesn't apply to non-inventory items.

Scan a barcode in the PO Lines pane
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You can scan a barcode in the Inventory field of the PO Lines pane to add a site inventory item to a purchase order.