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Service call and task attachment information is described in these sections:

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add-attachment add-attachment

Add an attachment to a service call

You can take photos or record videos to add to service calls, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select Service Calls. Select a service call, select More.
2. Choose the Attachments Image Addedtab.
3. Choose Add Image Added. 
4. Enter a description for the attachment.
5. Choose the FileImage Added tab, and then choose the Hamburger menu Image Added.
6. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
7. Choose SaveImage Added. After you attach a file, the file description and type are shown on the Attachments tab for the service call.

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View or change an attachment on a service call

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1. Choose Service Calls. Select a service call, choose More, and then choose the Attachments tab.
2. Select an attachment.
   • Choose More to see information about the file. You can change the description of the attachment, if needed, and then save the changes.
   • Choose Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
3. Save the changes.

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You can take photos to add to service calls, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select Service Calls. Select a service call, select More, and then choose the Attachments tab.
2. Choose the New icon. The service call ID and date are displayed for the attachment and can't be changed.
3. Enter a description for the attachment.
4. Choose the File tab, and then choose the Attach File icon.
5. Select Choose Picture or Select File. Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
6. Choose the Save icon. After you attach a file, the file description and type are shown on the Attachments tab for the service call.

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add-attachment-equip add-attachment-equip

Add an attachment to equipment

You can take photos or record videos to add to equipment, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select Service Calls. Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
2. Choose Equipment and then select the equipment.
3. Choose the Attachments tab Image Addedtab.
4. Choose the New icon Add Image Added. 
5. Enter a description for the attachment.
6. Choose the File Image Added tab, and then choose the Attach File iconthe Hamburger menu Image Added.
7. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
8. Choose the Save icon Image Added. After you attach a file, the file description and type are shown on the Attachments tab for the equipment.

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Add an attachment to

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a task

You can view attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Choose Service Calls. Select a service call, choose More, and then choose the Tasks tab.
2. Select a task, choose More, and then choose the Attachments tab.
3. Select an existing attachment to view or change. Go to step 4 to create a new attachment.
   • Choose More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment, if needed, and then save the changes.
   • Choose Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
   To create an attachment, choose the New icon
4. .Choose Add Image Added. 
5. Enter a description for the attachment.
6. Choose the File Image Added tab, and then choose the Attach File iconthe Hamburger menu Image Added.
7. Select Choose Picture or Select File. Go . (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
8. Choose the Choose Save icon Image Added. After you attach a file, the file description and type are shown on the Attachments Image Added tab for the for the task. The attachments also are displayed on the Inspection report.

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1. Open the document on your device. Long tap on it to display the available actions, and choose to open the file in an associated program, such as a PDF editor or word processing app.
2. Edit the information as needed and save your changes, flattening the document if necessary.
3. Choose the Share button, and then choose Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."
4. Open the service call or task to attach the file to:
   • To open a service call, choose Service Calls. Select a service call, choose More, and then choose the Attachments Image Added tab.
   • To open a task, choose Service Calls. Select a service call, choose More, and then choose the Tasks tab Image Addedtab. Select a task, choose More, and then choose the Attachments Image Added tab.
     
     

   Note
   If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.

   
   

5. From the menu, choose Paste to paste the file into MobileTech.
6. Name the document and choose the Save icon. The file will be synced as an attachment to the service call or task.

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Additional attachment options in MobileTech

Before syncing

After you have attached an image or file in the Attachment window, but you haven't synchronized your device:

• Service Call - You can delete the attachment.
• Equipment - You can delete or view the attachment. When viewing the attachment, additional options that are device-specific are available.
• Task - You can delete the attachment.

After syncing

After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by choosing the Hamburger menu .

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