Page Comparison

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If the email is sent via the server (see Automatic Email Distribution List below):

• The email information (Email From Address, Subject, and Body) is static and cannot be changed.

• The email is sent to a distribution list and selected location contacts, depending on the selected setup option. 

• The Source (sender) email address is defined on the Inspection Email Options page.
• Depending on the setup in Report Settings:
  • Only one report can be attached per email. (Default setting)
  • Inspection reports are attached to one email.
  • Inspection reports and the Call Summary report are attached to one email.

If the email is sent via the device (see Manual Email to Location Contacts below):

• The device's email client opens with the email information populated, but this can be edited.
• Multiple reports can be attached per email as long as their inspection regarding entity corresponds to the same location.
• The technician's email is displayed as the Source (sender).

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1. In MobileTech Administration, select Setup Options.
2. On the Setup Options window, in the Report Settings section, for InspectionReportEmailMode, choose from the following:
   Insert excerptReport SettingsReport Settingsnopaneltrue
   • Do not send inspection report emails: This is the default value. When selected, the inspection report is not automatically sent. The technician can manually send the report from the device.
   • Send when inspection report is first created: Sends the inspection report when the technician syncs after creating the report. The report is sent automatically to the designated recipients in Inspection Email Options.

   • Selected or entered by technician: Sends the inspection report(s) related to an appointment when the appointment is completed to the designated recipients in Inspection Email Options. The technician can also select one or more Contact email addresses to send the inspection report(s). The technician can also enter new contacts and customers' email addresses. This option allows technicians the ability to add a contact on-the-fly.

3. Select Save.

Setting up Inspection Report Options

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1. In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options page is displayed.
2. Set up the following information to automatically send inspection reports to the specified email address(es).
   • Inspection Source
     : All active/published inspection templates are available in the drop-down except for the Job Safety Analysis.
   • Email Technician
     : This checkbox defaults to marked so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated.
   • Email To Addresses
     : Enter the email address(es) that will automatically receive the inspection report.  You can enter multiple email addresses as long as they are separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated.
   • Email From Address
     : This is the email address that the report shows as being sent from, regardless of the technician that created the report.
   • Email Subject
     : The subject of the email message. 
   • Email Body
     : The body text of the email message.
3. Select Save.
4. In MobileTech Client, after a technician saves a new appointment inspection report, an email with this report attached is automatically sent when the appointment is completed, provided the Inspection Email Options exist for the corresponding inspection template.
   

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1. In MobileTech Administration, select Setup Options, and then select Options > Inspection Options. The Inspection Email Options window is displayed.
2. The following fields are automatically set up upon installation.
   
   • Inspection Source
     : Select SERVER EMAIL DELIVERY, which lets the technician select which location contact(s) to receive the report as an email attachment. 
   • Email Technician
     : Mark this option so that the technician also receives the inspection report. This field is required if the Email To Addresses is blank. Both fields can be populated.
   • Email To Addresses
     : Leave this field blank as the report will be sent to the location contact(s) the technician selects. However, you may enter email addresses to automatically receive the inspection report without the technician needing to select the location contact(s). Multiple email addresses must be separated by a comma. This field is required if the Email Technician checkbox is not marked. Both fields can be populated.
   • Email From Address
     : This is the email address that the report shows as being sent from, regardless of the technician that who created the report.
   • Email Subject: The subject of the email message.
   • Email Body
     : The body text of the email message.
3. Select Save if you have made any changes.

4. In MobileTech Client, a technician manually selects an Inspection from the ‘Completed’ view and then clicks on the “Email” button to open the Location Contact list. After selecting the desired location contact(s) and clicking ‘>’ Next, the email is sent when the device is synced.

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