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Task | For more information, see ... |
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Add labor charges for the appointment | |
Add travel charges for the appointment | |
Add expense charges for the appointment | |
Add inventory material charges for the appointment | Enter an Inventory Transaction Before Completing an Appointment |
Add purchase charges for the appointment | Create a purchase orderPurchase Order |
Receive drop-ship purchase orders for the appointment | |
Complete tasks for a service call appointment | |
Collect a signature from the customer and sign off on the appointment | |
Add a resolution note |
Based on the MobileTech setup, some or all of the following information is displayed on the preview invoice and the field invoice:
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