...

Buttons on This Window

• Vendor Quotation:
  Opens the Vendor Quote window where you can create a Quotation Request based on the tasks that are assigned to the service call. The Vendor Quotation Request information is not stored in the system. See Creating a Vendor Quotation Request.
• Vehicle Readings: Vehicle Readings
  Opens the Vehicle Readings Entry window. While most vehicle readings will be entered in MobileTech, vehicle wear readings can be manually entered on inbound and outbound call types from Service Call or Rental Agreement Line Entry. The Vehicle Readings Entry window displays the previous readings in addition to the new vehicle readings. See Vehicle Readings.
• Refrigerant Tracking
  Refrigerant Tracking: See Opens the Refrigerant Tracking window. Refrigerant tracking data is entered and tracked for equipment included on a service call. You can also print a report that can be submitted to the appropriate agency for approval.  See Refrigerant Tracking.
• Tasks
  Opens the Service Call Tasks window. Adding tasks to a service call is a way to assign tasks to equipment in addition to what is already assigned to the equipment itself. See Assigning Tasks and Task Lists to Records.
• Appointments
  Appointments: Opens the Appointments window where you can add service appointments to the call. See Adding Service Appointments to Calls and Assigning Appointments to the Service Call.
• Time Stamp:
  Opens the Time Stamp window, where you can record the time and date appointments reach a status. See Timestamping Calls.
• Invoice: See Creating an Invoice.
• Purchase Order: Invoice
  Opens the Service Invoice window. Once you've created and saved a service call, you will want to create an invoice and record the costs incurred by the service work performed. See Creating Invoices.
• Purchase Order
  Opens the Purchase Order Entry window. You can create a purchase order using the service call ID to link the purchase order and the call. See Using Purchase Order Processing.
• Cost Audit Report:
  Prints the Cost Audit Report. The Cost Audit report prints all invoices that have been posted against a service call, and includes all costs and billable totals. See Printing the Cost Audit Report.
• Transfer to Job
  Opens the Transfer Service Costs to Job : window. You can transfer costs and billing from a service call to a job. See Transferring Costs and Billing from a Service Call to a Job.
• Print:
  Prints the work order. See Printing a Workorder.
• New Call:
  Select to create a new service call.
• Find:
  Select to open the Find window.
• Go To:
  Select to go to the:
  • Branch
  • Contracts Status window
  • Warranty
  • Quote
  • Location Contacts