Versions Compared

Version Old Version 10 New Version Current
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Summary tab displays the information that you have entered for this appointment. Depending on your setup, this information is also displayed on the Call Summary and Appointment Summary report. Once you complete the appointment, you cannot enter additional information about this appointment. The Customer and Technician Signatures are entered at the bottom of this tab.

Note

If you are using Flexible Forms, a RefreshImage Added icon displays on the Summary tab. You may need to refresh the form to see the latest updated.

Reviewing the details

  1. On the Summary tab, review the details that you entered for this appointment. 
    • Service Summary
      • Service Call
      • Appointment
      • Opened
      • Completed - This can be edited on the Resolution tab.
    • Customer Location
      • Customer ID/Name
      • Address information
    • Call Details
      • Problem Type
      • Call Type
      • Customer PO
      • Technician
      • Resolution Note
      • Description
    • Call Resolution
      • Name
      • Description
    • Task Summary
    • 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 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, choose . 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, choose Complete Appointment. 
  6. The appointment is removed from the list of appointments. If the Call Summary or Appointment Summary report is set up, it is generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.

...