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You can enter billable labor, travel, and other expenses when you complete work for an appointment. If the Job Appointment Summary report is set up, it is generated after you sync your device with the host system. This report is attached to the Job Cost Code and is automatically sent by email to the recipients who are designated in the MobileTech setup.

  1. Choose Appointments Image Added. 
  2. At the top of the pane, choose the Job Appointments filter.
  3. Select an appointment and choose Complete.
  4. Enter information on these tabs for the job appointment, as needed:
  5. Depending on how your system is set up, you might have the option to send the Appointment Summary report to appropriate personnel in the organization. You can search for a contact by entering the name, email address, or phone number. You can also add a contact by choosing the Add icon. See Create or Edit Location Contacts for more information.
  6. When you finish adding or selecting email addresses, choose Next to complete the appointment.
  7. Choose Complete.
  8. After the appointment is completed, choose the Sync icon to update the host system with the completed appointment.