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General
MT-772 | Field invoicing is now disabled when the Invoice_Type equals 1 (Fixed) or 3 (NTE) for the service call that originated from a quote in Service Management. The Reports tab is hidden and the Location Contacts are not displayed when completing the service appointment. With this new functionality, we have also added "invoicetype" to the servicecall entity for MobileTech. MT-773/MTW-2511 | MobileTech's new call creation process has been transitioned to now use wsiSMSServiceCall. (MobileTech had been using SMS_Create_Service_Call.) The transition was made to align the MobileTech process with the same process that we use with Schedule. MT-778/MTW-2440 You can set up MobileTech to automatically include the technician name (request the report) in the subject line and attachment filename. Add {0} to the Employee Time Sheet to add the technician's name as specified in the systemuser table. See Optional: Adding Information to Email Subject Lines and Attachment Names. MT-786/MTW-2429 For reporting and/or filtering purposes, we've added Division to the middle-tier servicecall entity. This field is read-only and is not exposed on any of the MobileTech forms. MT-787, MT-791, MT-800 MTW-2477, MTW-2530, MTW-2568 In the MobileTech Admin Setup Options window, you can now:
MT-802/MTW-1676 We've updated the Load Data window so that if any of the required lookup tables are missing lookups after the load data process, the Sync Lookups checkbox remains marked and disabled and the View Missing Lookups button is displayed. Select the View Missing Lookups button to display a popup window that lists the required lookups that do not have any records in their table. The required tables include callresolution, appointmentstatus, calltype, costcode, equipmenttype, extendedwarrantytype, manufacturer, paycode, problemtype, taskstatus, unitofmeasure, setupoption. See Load Data for more information.
MT-788/MTW-2520 On the Time Entry list, we now display the Time-In/Time-Out or Begin Travel/End Travel times.
MT-801 You can now choose to display the Task Materials AND Replacement Parts tabs on the Appointment Completion form for service appointments. Prior to the MobileTech 9.5 release, users could only enable one of these options. For more information about each option see Task Settings for the task materials setting and Equipment Settings for the replacement parts setting. MT-806 | When a technician only has one site assigned in Service Management, that site will now default on the PO Line when creating a non-inventory purchase order. If the technician has more than one site assigned:
See Purchase Order Settings for more information about designating a default site. MT-809 The laborexpense.userdefine1 mapping has been changed to map to WS10702.User_Define_1. Previously it was mapped to US10702.LOCNCODE. MT-873 Inventory applied to a service call from the back office is now visible from the Inventory tab on the Appointment Completion form. Technicians cannot edit or delete these inventory items. These inventory items can be added in Service Management from an inventory adjustment or from an SOP transaction. See Enter an Inventory Transaction Before Completing an Appointment.
MT-887 Field labels have been updated to display above the field instead of to the left of the field.
MT-901 We've added a read-only Salesperson field to the MobileTech Service Call sync payload. This field is populated from the SV00300 table. There are no UI or Plugin changes at this time, however, you are able to add the salesperson information as needed to reports, etc. We've added several new setup options to the MobileTech Admin Setup Options window. MT-700 | The CreateNewCallForBillOnlyLocations setup option has been added to the Mobile Device Global Settings section in MobileTech Admin Setup Options. This is a new setup option that, when set to True, allows technicians to create new service calls for locations marked as Bill Only in Service Management. The default value is False, which means the Bill Only locations do not appear in the lookups in MobileTech and technicians are not able to create new service calls for Bill Only locations. We have also added a new "isbillonly" field to the location table. See Mobile Device Global Settings. MT-757/MTW-2616 | The SetAppointmentDetailsOnNewCall has been added to the Mobile Device Global Settings section. Previously this was a line that needed to be added to SQL. The SetAppointmentDetailsOnNew Call option determines if technicians can add appointment information on a new call. The default value is True. If you do not want to display the Appointment Details to display on the New Call form, you can update this setting to False. See Mobile Device Global Settings. MT-764 A new Auto Open Form Settings section has been added to MobileTech Admin Setup Options. Previously this was manually updated in Offline HTML. When enabled for any of the lists mentioned below, when a technician selects a list tab, if the list has no items, the form to create that item displays automatically. The form auto-open happens the first time you navigate to the corresponding tab within the same instance of the Appointment Completion form. The functionality has been added to the following lists. By default, this has been enabled for the Inventory, Purchase Order Detail, and Time Entry (from the Appointment Completion form) lists. See Auto Open Form Settings for more information.
MT-764 The UseSyncMaintenance has been added to the Mobile Device Global Settings section in MobileTech Admin Setup Options. The setup had previously been manually set up in Offline HTML. For more information, see UseSyncMaintenance. TheUseSyncMaintenance option is used to help prevent issues with users having multiple devices by displaying a sync prompt automatically on the device if the user hasn't synchronized their device after the SyncInterval value (hours). You can also set the CheckInterval (minutes) that determines how often MobileTech checks to see if the SyncInterval has been reached. Once the technician syncs the device, the Sync Interval resets. If the technician selects Cancel on a sync reminder prompt, this is logged in the JSBridge file on the device. The log file includes the date and time that Cancel was selected. The log file can be sent and you will be able to see if the technician was not syncing when they were prompted.MT-764 The AllowDeleteTimeIn has been added to the Time Log Settings section in MobileTech Admin Setup Options. This setup option previously need to be disabled/enabled in Offline HTML. The AllowDeleteTimeIn option determines if technicians are able to delete a time-in for a job/service appointment and technician activities. The default value is True. Select False if you do not want your technicians to be able to delete a time-in from their mobile device. See Time Log Settings. MT-764 The UsePOEventBasedSync has been added to the Purchase Order Settings section in MobileTech Admin Setup Options. Previously this needed to be manually enabled in Offline HTML. The UsePOEventBasedSync option determines if event-based syncing is used to sync to the host after a purchase order line is created. The default value is False. If set to True, this option also requires that UseEventBasedSync is set to True. See Purchase Order Settings. MT-764 The UseTimeLogBackgroundSync has been added to the Time Log Settings section in MobileTech Admin Setup Options. Previously this needed to be manually disabled in Offline HTML. The UseTimeLogBackground Sync option determines if the technician's coordinates are automatically uploaded to the audit_timelog table with a background sync to the middle-tier anytime they time in, time out, or delete a time-in. The default value is True . Select False if you do want the coordinates automatically uploaded to the audit_timelog table. This option is disabled if UseTimeLog is set to False. MT-769 The SetCallerDetailsOnNewCall setup option has been added to the Mobile Device Global Settings section in MobileTech Admin Setup Options. The new SetCallerDetailsOnNewCall setup option determines if the caller detail fields are enabled on the New Call form. The caller detail fields include Caller Name, Caller Email, and Caller Phone. The default value is False. Select True to enable these fields. See Mobile Device Global Settings.
MT-770 The RoundInitialTimeInOut setup option has been added to the Time Log Settings section in MobileTech Admin Setup Options. Previously this was manually set up in Offline HTML. The RoundIntialTimeInOut setting determines if rounding is applied to the initial Time In and Out values instead of using actual time. The default value is False, which indicates that the actual time is used when the MobileTech user initially times. When set to True, the initial values are rounded based on the TimeLogRoundingInterval setting. See Time Log Settings.
MT-771 The Quadra Integration setup has been moved to MobileTech Admin in MobileTech Admin Setup Options. Previously this had been a multi-step manual setup. The MobileTech/Quadra integration allows field technicians to generate Quadra recommendations directly from the MobileTech appointment completion process. Technicians can then view that recommendation from within ERTH’s Quadra mobile application and turn that into field quotes and future service call work in Signature/MobileTech. See Quadra Integration. Once you save the Setup Options window after setting up the integration, the following Quadra Objects are created:
MT-775 The AllPreviousWeekEntries setup option has been added to the Mobile Device Global 706 You can now enter items to invoice through SOP on a job appointment in MobileTech. We've added a new Use SOP for Inventory in MobileTech option in the Job Cost Setup Options window that needs to be enabled. See Choosing Job Cost Setup Options. The inventory items are processed in the Mobile Inventory Inquiry window. See Process Inventory and Non-Inventory Item Transactions. MT-752 The Change an Administrator Password option available from the Tools menu has been renamed to Manage Resco Administrator Account. In addition to being able to update an admin's password, an administrator can now add an administrator account, add/remove access to one or more databases, and/or delete an administrator account. See Manage Resco Administrator Account.
MT-765 Separate time entries are now created if a user times in/out and the resulting values overlap midnight of the default week-ending day. Midnight is determined by the technician's device. The first entry is for the time up to midnight (12:00 am) and the second entry is post-midnight (12:00). For example, the week-ending day is set to Friday. If a technician times into an appointment at 10:00 pm on Friday and times out at 2:00 am on Saturday, two entries are created. The first time entry is for the previous time period (10:00 pm to 12:00 am) and the second time entry is for the current time period (12:00 am to 2:00 am). The default week-ending day is determined by the existing Default Week-Ending Day that is set up in TimeTrack. See Choosing Setup Options in the TimeTrack documentation. MT-767 If you have any customers who do not allow the use of XOi onsite, you can now disable XOi Deep Linking for the specific customer(s). Go to MobileTech Admin > Setup Options > Options > Customer Setup. Mark the checkbox in the Disable XOi Deep Linking column. MT-768 | We've updated the MobileTech Cleanup job to include service appointment and job appointment steps with the following criteria.
MT-772 | Field invoicing is now disabled when the Invoice_Type equals 1 (Fixed) or 3 (NTE) for the service call that originated from a quote in Service Management. The Reports tab is hidden and the Location Contacts are not displayed when completing the service appointment. With this new functionality, we have also added "invoicetype" to the servicecall entity for MobileTech. MT-773 | MobileTech's new call creation process has been transitioned to now use wsiSMSServiceCall. (MobileTech had been using SMS_Create_Service_Call.) The transition was made to align the MobileTech process with the same process that we use with Schedule. MT-778 You can set up MobileTech to automatically include the technician name (request the report) in the subject line and attachment filename. Add {0} to the Employee Time Sheet to add the technician's name as specified in the systemuser table. See Optional: Adding Information to Email Subject Lines and Attachment Names. MT-786 For reporting and/or filtering purposes, we've added Division to the middle-tier servicecall entity. This field is read-only and is not exposed on any of the MobileTech forms. MT-787, In the MobileTech Admin Setup Options window, you can now:
MT-788 On the Time Entry list, we now display the Time-In/Time-Out or Begin Travel/End Travel times.
MT-802 We've updated the Load Data window so that if any of the required lookup tables are missing lookups after the load data process, the Sync Lookups checkbox remains marked and disabled and the View Missing Lookups button is displayed. Select the View Missing Lookups button to display a popup window that lists the required lookups that do not have any records in their table. The required tables include callresolution, appointmentstatus, calltype, costcode, equipmenttype, extendedwarrantytype, manufacturer, paycode, problemtype, taskstatus, unitofmeasure, setupoption. See Load Data for more information.
MT-801 You can now choose to display the Task Materials AND Replacement Parts tabs on the Appointment Completion form for service appointments. Prior to the MobileTech 9.5 release, users could only enable one of these options. For more information about each option see Task Settings for the task materials setting and Equipment Settings for the replacement parts setting. MT-806 | When a technician only has one site assigned in Service Management, that site will now default on the PO Line when creating a non-inventory purchase order. If the technician has more than one site assigned:
See Purchase Order Settings for more information about designating a default site. MT-808 In the Report Email Options window, the Call Type drop-down list has been removed for the Job Appointment Summary because call types are not available for job appointments. MT-809 The laborexpense.userdefine1 mapping has been changed to map to WS10702.User_Define_1. Previously it was mapped to US10702.LOCNCODE. MT-870 You can now create a specific "parts needed" resolution note snippet in Signature that when selected in MobileTech, the Site Inventory list opens. Technicians can select the part and quantity needed. The resolution note snippet includes additional information related to the selected part. See Set up Resolution Note Snippets for information on setting up the resolution note snippet in Microsoft Dynamics GP and see Enter an Appointment Resolution. In Signature, create the resolution note snippet with a resolution code of PN. Then add the curly bracket information in the description text box along with any other labels that you want to display. One example: Part Needed Another example might be to have everything on one line without descriptions: {name} - {site}: {item number} - {description}, Quantity: {quantity}
Screenshot of the pop-up form after the technician has selected the item from the Site Inventory List:
Screenshot of the Resolution Note Snippets window in Signature:
Screenshot of what the note looks like on the Appointment form in the Resolution Note section with 2 different parts needed:
MT-873 Inventory applied to a service call from the back office is now visible from the Inventory tab on the Appointment Completion form. Technicians cannot edit or delete these inventory items. These inventory items can be added in Service Management from an inventory adjustment or from an SOP transaction. See Enter an Inventory Transaction Before Completing an Appointment.
MT-887 Field labels have been updated to display above the field instead of to the left of the field.
MT-901 We've added a read-only Salesperson field to the MobileTech Service Call sync payload. This field is populated from the SV00300 table. There are no UI or Plugin changes at this time, however, you are able to add the salesperson information as needed to reports, etc. MT-1077 We have improved security by updating the sysadmin requirements:
We've also changed what users can access in the MobileTech Admin > Tools menu. See Access by User Role/Type.
MT-1078 MobileTech now displays Australian telephone numbers without the United States formatting. This is determined by the mobile device's localization. Australian phone numbers will now display without any formatting. For example, 12345678901234. If the telephone number is 14 characters long and the extension is 0000, these four characters will be removed. (For example, 12345678900000 will display as 1234567890.) The following areas display the updated telephone number format:
MT-1108, We've updated the Password Policy window to help clarify the Technician Password Expiration Policy section. Set up when you'd like all technician passwords to expire, which would require each technician to set up a new password that conforms to your password complexity. To check the current value, navigate to User via the Resco Cloud Dashboard Admin Console. See Set Technician Passwords with Admin Console (optional) for more information. Additionally, the default value for the Password Expires field is now set to Never. (Previously this value defaulted to Next Logon.) See Setup Password Complexity and Lockout Policy.
New MobileTech Admin Setup Options
Resco Inspections
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