Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

You will also need to have a separate Resco Inspections license to use this feature.

You will need to complete the following steps to enable Resco Inspections

Table of Contents

Enable Inspections in Woodford Project

  1. In MobileTech Admin, go to Tools > Launch Woodford.
  2. Open the MobileTech project.
  3. In the left navigation, scroll down to the Settings section.
  4. Select Inspections.
  5. Mark Enable Inspections.
  6. In the Configure Inspections pop-up, verify that your company has the license.
  7. Select Save from the menu bar.
  8. Select Add to Home to add the Inspection icon to the Home navigation in MobileTech.
  9. Select OK.
  10. Select Add to Form to add the Inspection icon to the bottom of the job appointment form in MobileTech.
    1. In the Template drop-down, select Appointments [appointment].
    2. Select OK.
    3. In the Select Form window, select Complete - Job Appointment.
    4. Select OK.
  11. Select Add to Form to add the Inspection icon to the bottom of the service appointment form in MobileTech.
    1. In the Template drop-down, select Appointments [appointment].
    2. Select OK.
    3. In the Select Form window, select Complete - Service Appointment.
    4. Select OK.
  12. Select Install Report to add the Inspection Report to MobileTech.
  13. Select OK.

...

  1. Select Complete - Service Appointment.
  2. Select Edit.
  3. Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is after locationcontact. This moves the icon in MobileTech to display to the right of the Contacts icon in the Service Appointment Completion form.
  4. Select Save and Close.
  5. Publish the project.

Assign Inspector Role

Assign the Inspector role in MobileTech Admin to the technicians who will be using Inspections.