Versions Compared

Version Old Version 2 New Version Current
Changes made by

Documentation Reviewer

Kimberly Onnen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Easy Find and Replace: {"id":"d3ee58c7-0780-4c6b-bb85-d8accc7047e2","find":"/hamburger menu/i","replace":"menu","search-type":"case-insensitive","replace-title":false}

This table helps familiarize you with some of the icons that are used in MobileTech.

IconName/Description

Image Modified

Hamburger menuMenu
Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The available actions that are available depend on the kind of transaction or timesheet entry that you're working with.

Image Modified

Add Snippets
Add predefined resolution note snippets when you complete an appointment. Select as many snippets as you want, in the order that you want them listed.

Image Modified

Back
Close the current pane and return to the previous pane.

Image Removed

Image Added

Barcode
Scan a barcode for equipment or inventory items.

Image Modified

Complete
Complete an appointment.

Image Modified

Map
Display appointment addresses on a map.

Image Modified

New
Create a new record, such as a service call, appointment, or note.

Image Modified

Number of Rejected Time Entries
If you have any rejected time entries, a notification count displays next to the Time Entry icon on the navigation pane. The number displayed indicates the number of rejected transactions for the Previous and Current Weeks combined. When you correct and resubmit the time entry, the count updates.

Image Modified

Rejected Time Entry
This icon displays in the Time Entry list next to any time entries that have been rejected. A status row for the time entry also displays "Rejected" and the manager's comments display.

Image Modified

Return to List
Return to the list of appointments.

Image Removed

Image Added

Save
Save the changes to the record.

Image Modified

Sync
Sync your device to the host system.

Note

On the PO Receipts tab, the Sync icon opens the vendor lookup, so you can select the vendor to use for retrieving drop-ship purchase orders.



Home Screen Icons

IconName/Description

Image Added

Map
View your appointments on a map.

Image Added

Calendar
Choose to view your appointments in one of four views: Agenda, Day, Week, or Month. On devices, service appointments and technician activities can be dragged-and-dropped to a new date and/or time. (Dragging and dropping is not supported for job appointments.)

Image Added

Customer
Choose to view a list of customers on your device. You can select a customer and then view the customer information, location, and any customer notes. See Customers and Locations for more information.

Image Added

Appointment
Displays a list of appointments that you can choose to display more information, complete the appointment, and/or time in. You can filter the list to display only service appointments or only job appointments. You can search the list and you can also sort the list by date. See Appointments for more information.

Image Added

Service Call
Displays a list of service calls that you can choose to display more information or you can create a new service appointment for the service call. You can search and filter the list. you can also sort the list by date, location, or call type. See Service Calls for more information.

Image Added

New Service Call
Choose this to open the New Service Call window. See Create or Edit a Service Call for more information.

Image Added

Time Entries
Displays a list of your time entries. The default view is the Current Week. You can also choose to display the Previous Week entries. You can search the list and you can also sort the list by date. From the Time Entries window, you can also add unbilled time entries and run the Employee Timesheet report. See Time Entry for more information.

Image Added

Additional Work
Choose to display a list of additional billable work or you can create additional billable work for a service call. See Enter Additional Work for a Service Call for more information.

Image Added

Setup
Choose to select/enter device setup options for your device. After you choose this icon, you then can choose either Resco setup options or MobileTech setup options. See MobileTech Setup for Mobile Devices for more information.

Image Added

Help
Choose to view the online MobileTech Help.

Image Added

About
Choose to display version information for MobileTech and Woodford. You can also clear your log files and email log files from the About window. See Clearing the Error Log Files and Emailing the Log Files for more information.