An inspection report can be emailed in one of three ways, automatic email sent via the server (to a distribution list and to selected location contacts, if enabled), manual email sent via the server, or manual email sent via the device.
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You can set up the system to automatically email inspection reports to a distribution list and/or to location contacts that the technician selects when completing an appointment. While you can disable , depending on the option to let the technicians select the location contacts during appointment completion, the you select. The Inspection Email Options must be set up for the specific report to enable the email to the distribution list.
Option 1: Automatic Email to Distribution List Via Server
This option sends an email via the server to a defined distribution list when an appointment inspection report is created. The automatic email is sent when the appointment is completed.
Selecting ReportEmailMode Report Setup Option
In Report Settings, ReportEmailMode must be set to "Selected or entered by Technician".
- In MobileTech Administration, select Setup Options.
- On the Setup Options window, in the Report Settings section, for ReportEmailMode, choose "Selected or entered by Technicians."InspectionReportEmailMode, choose from the following:
Insert excerpt Report Settings Report Settings nopanel true
- Select Save.
Setting up Inspection Report Options
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