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- Service call: You can open it from the Attachments
tab for the service call. - Equipment: You can open it from the Attachments Attachments tab for the equipment either from the Service Call
> Equipment 
tab Call > Equipment tab or from the Customer 
> Location 
> Equipment tabEquipment tab. - Task: You can open it from the Attachments tab for the task.
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You can attach any file type on Android and Windows devices, including .doc and .xls files. On all devices, you can copy other files types, such as Microsoft Word documents or PDFs, into MobileTech to be attached to a service call. For more information, see Copy and paste an attachment to a service call or task . |
These procedures discuss attachments that are associated with existing service calls and tasks. To create a service call, see Create or Edit a Service Call , and then see the instructions below to add attachments to a service call. To create a task for a service call before you add an attachment to a task, see Complete Tasks for a Service Call .
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Service call and task attachment information is described in these sections:toc
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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 are available after you have added the attachment.
- Select Service Calls
. Select a service call, select More. - Choose the Attachments tab.
- Choose Add
Add. - Enter a description for the attachment.
- Choose the Attachment Attachment tab, and then choose the Hamburger menu
the menu. - 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.
- Choose Save
Save. After you attach a file, the file description and type are shown on the Attachments tab for the service call.
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You can view and mark up attachments that originate in Service Management or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you choose the Attachments tab for a service call. So if more than one document is associated to the service call, you can easily see the file types. See Additional attachment options in MobileTech that are available after you have added the attachment.
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If an attachment is too large to be downloaded during normal processing, an Attachment pane will display this information. You also can use this pane to manually download the attachment. |
- Choose Service Calls Calls. Select a service call, choose More, and then choose the Attachments tab.
- 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.
- Save the changes.
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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.
- Select Service Calls . Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
- Choose Equipment and then select the equipment.
- Choose the Attachments tab.
- Choose Add
Add.
- Enter a description for the attachment.
- Choose the Attachment tabtab, and then choose the Hamburger menu menu.
- 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.
- Choose Save tab for the equipment.
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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.
- Choose Service Calls Calls. Select a service call, choose More, and then choose the Tasks tab.
- Select a task, choose More, and then choose the Attachments
tab. - 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.
- Choose Add Add.
- Enter a description for the attachment.
- Choose the File
tab, and then choose the Hamburger menu . - Select Choose Picture or Select File. (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.
- Choose Save . After you attach a file, the file description and type are shown on the Attachments tab for the task. The attachments also are displayed on the Inspection report.
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- 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.
- Edit the information as needed and save your changes, flattening the document if necessary.
- 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."
- Open the service call or task to attach the file to:
- To open a service call, choose Service Calls Calls. Select a service call, choose More, and then choose the Attachments
tab. - To open a task, choose Service Calls Calls. Select a service call, choose More, and then choose the Tasks tab.
Note If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.
- To open a service call, choose Service Calls
- From the menu, choose Paste to paste the file into MobileTech.
- 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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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 .
The following options are available, depending on your device's operating system:
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