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Depending on the MobileTech setup, you can view the task materials , or replacement parts, that are associated with a task for a service call. This is helpful when you're onsite at a customer location so you know what parts you'll need to have on hand to complete a task.

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To open the Task Materials pane for service calls, choose select Service Calls Image RemovedCalls. Select a service call, choose select More, and then choose select the Task Materials Image Removed tab. To tab or to open the pane for appointments, choose select Appointments Image Removed(or choose select the Appointments tab from a service call). Select an appointment and choose select Complete, and then choose select the Task Materials Image Removed tab.

The Task Materials pane displays the equipment and its related sublocation that is assigned to the service call, the tasks that are associated with the equipment and service call, and the task materials that are associated with those tasks. The task materials include the item number and description, whether the part is required or optional, and also the quantity. These can be either inventory or non-inventory items.

To create inventory transactions for task materials, see Create Inventory Transactions for a Task Materials Inventory Transaction.