Page Comparison

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1. In MobileTech Administration, choose Setup Options, and then choose Options > Report Options. The Report and Email Options page is displayed.
2. You can set up the following information for sending reports and other documents, such as invoices, to a customer.
   • Report Source
     The name of the report. Available reports are:
     • Call Summary

     • Field Invoice 

       Note
       The Field Invoice report is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the setup options.

     • Job Safety Audit

     • Employee Time Sheet 

       Note

       When the Email Technician option is marked, the Employee Time Sheet is emailed to the technician logged into the device: After a job appointment with a labor transaction transactions is completed and synced. The report includes job labor for all employees with time entered for job appointment on the technician's device and is only for the current week. When the technician's timesheet from Time Entry is submitted and includes the technician's entries for service and/or job appointments.

     • Appointment Summary

     • Inspection Report 

       Note
       The Inspection Report is available only if VEI is registered.

   • • Job Appointment Summary
   • Appointment Type
     Indicates whether all appointments or only service appointments are displayed on the report.

   • Call Type
     The default call type filter for the report.  Blank displays all call types. 

     Note
     For inspection reports, verify that the correct call type is set up for inbound and outbound calls.

   • Division
     The default division filter for the report. Blank displays all divisions.
   • Email Technician - Mark the check box if you want the technician to receive the report via email.
   • Report Type
     Indicates a SQL Server Reporting Services (SSRS) report.
   • Report Format
     The output format of the report:
     • PDF – Acrobat file
     • EXCEL – Microsoft Excel file
     • MHTML – Web archive file
     • IMAGE – Tagged Image File Format (TIFF) file
   • Report Path Name
     Use SQL Server to determine the path where the report is deployed. The path is most likely either /Company Name/WennSoft Service/Call Summary or /Company Name/Signature Service/Call Summary, depending on whether you upgraded to MobileTech from a previous version or installed it for the first time.
   • Contact Role Type
     Specifies which contacts receive automatic emails if you selected Signature Contact Management for the ReportEmailMode setting in the setup options.Enter a contact role type to send emails only to contacts of a certain type. If you enter %, emails will be sent to all contact types.
   • Email From Address
     The email address that reports or other documents, such as invoices, are sent from. If you use a generic company email address, such as MobileTech@YourCompany.com, you can prevent the technician from having to forward a report email to a customer contact, so the customer will not have the technician's email address.
   • Email Subject
     The subject of the email message when the report is sent.
   • Email Body
     The body text of the email message when the report is sent.
3. Choose Save.