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Kimberly Onnen

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Note

Depending on your setup:

  • You may have additional sections that display. 
  • If GenerateJobSummaryReport is set to False in Report Settings, the Job Appointment Summary report is not generated, and the technician and customer signature buttons do not display. See Report Settings.

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  1. On the Summary tab, review the details that you entered for this appointment.

    note

    After the appointment is completed, you can't enter additional information about this appointment on your mobile client device.

    • Service Summary
      • Job Number
      • Completed - This can be edited on the Resolution tab.
      • Job Description
      • Technician
      • Resolution Note
    • Customer Location
      • Customer
      • Address information
    • Time Entries
    • Consumed Inventory
    • Purchase Order

  2. Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting signatures below for more information.

    note

    Turn the device horizontally to increase the size of the signature field.

  3. Select the Technician Signature button to add your signature, if needed based on setup.

  4. After confirming the information, select Image Removedselect the checkmark icon. Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.

    • If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.
    • If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.
  5. When the confirmation message is displayed, select Complete Appointment. 
    The appointment is removed from your device. As part of the job appointment completion process and depending upon company settings, a Timesheet report may be generated and emailed to you. 

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