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When you're on a service call, you can record any information that might require additional billable work in the future. Whether you can enter additional work depends on the MobileTech setup. You can also attach photos and or files.

  1. Choose Additional Work, and then choose the New

  2.  icon
  3. icon. 

    Note

    You can search service calls from either your DEVICE or from the SERVER. The MODE is indicated at the top of the window.

    • DEVICE MODE - The Service Call drop-down displays only service calls on your device.
    • SERVER MODE - The Service Call drop-down displays all service calls created by you on the on the middle-tier database (an internet connection is required).


  4. Enter information in these fields, as necessary.

    FieldDescription
    *

    Service Call

    Select the service call that you're working on.

    *

    AppointmentIf only one appointment is associated with

    Choose the service call

    , that is the default appointment. Otherwise, you can select the

    and appointment that you're working on.

    Transaction Date

    The system date is displayed. You can select a different transaction date.

    Description

    Enter a description of the additional work.

    Contact Name

    Enter the name of the customer to contact about the additional work opportunity.

    Contact Phone

    Enter the phone number of the customer to contact about the additional work opportunity.

    Note

    The caller name and phone information are not tied to Contacts in

    Microsoft Dynamics GP

    Signature.


    Est. Labor Hrs.

    Enter the estimated labor cost that is anticipated for the additional work.

    Est. Material

    Enter the estimated material cost that is anticipated for the additional work.

    Est. Equipment

    Enter the estimated equipment cost that is anticipated for the additional work.

    Est.

    Subcontrctr

    Subcontractor

    Enter the estimated subcontractor cost that is anticipated for the additional work.

    Est. Other

    Enter the estimated other costs that are anticipated for the additional work.

    *Required field

  5. To add an attachment to the additional work, choose you need to save the transaction and then choose the work item.
  6. Choose Attachments and then choose the New icon.
  7. Choose the More icon the File icon and then choose to Capture a pictureSelect a picture, Choose Picture or Select a file (the options displayed depend on the device you are using).
  8. Choose

    the Save icon

    the menu icon to perform other actions for the image/file: 

    Note

    The options listed depend on the device you are using. For example, an iPhone may have "Capture Picture", "Record Video", "Use Last Photo Taken", etc.

    1. Clear
    2. Open
    3. Copy
    4. Print
    5. Resize Image
    6. Email
    7. Edit Image
    8. Export
    9. Cancel
  9. Choose the Save icon.