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Based on the options that are set up in MobileTech Administration and the processes that your organization follows, you can complete these procedures before you start the field invoicing process.

TaskFor more information, see ...

Add labor charges for the appointment

Enter a labor transaction before completing an appointment

Add travel charges for the appointment

Enter a travel transaction before completing an appointment

Add expense charges for the appointment

Enter an expense transaction before completing an 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 order

Receive drop-ship purchase orders for the appointment

Receive items from a drop-ship purchase order

Complete tasks for a service call appointment

Complete tasks for a service call

Collect a signature from the customer and sign off on the appointment

Collecting signatures

Add a resolution note

Enter an appointment resolution

Based on the MobileTech setup, some or all of the following information is displayed on the preview invoice and the field invoice:

...