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  1. Technician selected More or Complete by selecting an appointment. 
  2. Technician selects the XOi Workflow hyperlink
  3. The job displays in the Vision app.

    Note

    If the technician is not currently logged into Vision, the login screen displays first.

  4. To return to MobileTech, the technician selects:

    • iOS MobileCRMMobile CRM in the top left corner in the Vision app.

    • Android: Use the device's Back button.
  5. In the MobileTech service appointment, select the Vision Site History hyperlink. This opens the Vision app to the Job Activity screen.
  6. In Vision, the technician selects to go back to MobileTech and completes any necessary tasks.
  7. The technician navigates back to Vision using the XOi Workflow hyperlink to capture images and to create the recap video.
  8. While in Vision, the technician completes the Job and returns to MobileTech.
  9. In MobileTech, the technician completes the service appointment.