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Files that are attached to service calls are displayed together with their descriptions and file extension types, such as PNG, PDF, DOC, or XLS. For example, if more than one attachment is associated to the service call, you can easily see the file types. You can attach any file type on Android and Windows devices. On all devices, you can copy other files types, such as Microsoft Word documents or PDFs, into MobileTech to be attached to a service call. For more information, see Copy and paste an attachment to a service call or task .

Info

Report Attachments

  • If the Call Summary and/or Appointment Summary reports are set up in MobileTech Admin, they are generated when you complete the Summary tab, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup. See Complete the Summary Tab.
  • If the Job Appointment Summary report is set up in MobileTech Admin, it is generated when you complete the job appointment Summary tab, and are attached at the cost code or job. See Complete the Summary Tab for a Job Appointment.

Adding Attachments

These procedures discuss attachments that are associated with existing service calls

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These procedures discuss attachments that are associated with existing service calls. You can take photos or record videos to add to service calls and service/job appointments, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

  1. Select Service Calls and select the service call.
  2. Select More and then select the Attachments Image Removed tab tab.
  3. Select Add Image Removed. 
  4. Enter a description for the attachment.
  5. Select the File Image Removed tab, and then select the menu Image Removed icon.
  6. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
  7. Select Save Image RemovedSave. After you attach a file, the file description and type are shown on the Attachments tab for the service call or appointment.

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View or Change an Attachment on a Service Call

You can view and mark up attachments that originate in Service Management, Job Cost, or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you select the Attachments tab. See Additional attachment options in MobileTech that are available after you have added the attachment.

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  1. Open the document on your device. Long tap on it to display the available actions, and choose select to open the file in an associated program, such as a PDF editor or word processing app.
  2. Edit the information as needed and save your changes, flattening the document if necessary.
  3. Select the Share button, and then select Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."

  4. Open the service call to attach the file to.

    Note

    If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.


  5. From the menu, select Paste to paste the file into MobileTech.
  6. Name the document and select the Save icon. The file will be synced as an attachment to the service call, appointment, or task.

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Additional Attachment Options in MobileTech

Before Syncing

After you have attached an image or file in the Attachment window, but you haven't synchronized your device, you can delete or view the attachment. When viewing the attachment, additional options that are device-specific are available.

After Syncing

After you have attached an image or file in the Attachment window, and you have synchronized your device, you have additional options that can be found by choosing the selecting the menu Image Removed icon.

The following options are available, depending on your device's operating system:

  • Clear - Removes the existing attachment. You can then choose select to Capture Picture, Choose Picture, Select File, or Paste.
  • Open - Opens the attachment in another app.
  • Copy - Copies the attachment to the clipboard.
  • Print - Prints the attachment.
  • Email - Emails the attachment.
  • Export - Allows you to save to the file system.

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