This table helps familiarize you with some of the icons and indicators that are used in MobileTech.
Image Removed Image Added | Menu
Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The actions that are available depend on the kind of transaction or timesheet entry that you're working with. |
Image Removed Image Added | 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 Removed Image Added | 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 RemovedImage Removed
Image Removed
Image Removed
| BOB Health Status Indicators
The health status will be one of the following colors: |
 |
 Image Added |
Image Removed High  High priority fault currently Active. |
 Image Added |
Image Removed Orange: Medium priority fault currently Active. |
 Image Added |
Image Removed Yellow: Low priority fault currently Active. |
 Image Added |
Image Removed Gray: Entities that have: Sensors with a currently Active BAS Agent in the Connected State but no active Faults. No Sensors with a currently Active BAS Agent in the Connected State. The Entity is not created or mapped in Building Optimization Broker.
|
Image Removed Image Added | Complete
Complete an appointment or tasks. |
Image Removed Image Added | Contract
Indicates the equipment is on a contract. This icon displays on the Location Equipment tab, Service Call Equipment tab, New Service Call form, and the BOB Equipment dashboard. |
Image Removed Image Added | History
View service history at this location. Select the History tab to open the History form. Select the Redisplay icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access. |
Image Removed Image Added | Map
Display appointment addresses on a map. |
Image Removed Image Added | New
Create a new record, such as a service call, appointment, or note. |
Image Removed Image Added | 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 Removed Image Added | Pause
This icon displays to the left of an appointment in the Appointments list to indicate that you have paused the travel time entry. See Time In and Out of Travel . |
Image Removed Image Added | 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 Removed Image Added | Related
Select to view a list of other |
technicians scheduled appointments for the same service call or job |
. After accessing this view, select the Redisplay icon. You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.- Service appointments automatically show all appointments on the service call.
- Job appointments show only the appointments for the selected date range. The default date range is +/- 1 day, but you can select any date range, however, be aware that the larger the date range the longer it may take to retrieve the data.
 Image Removed
| , regardless of the assigned technician. See View Related Appointments. |
 Image Added | Reopen
This icon displays in the service call Task tab. Selecting this icon will reopen the completed tasks. |
Image Removed Image Added | Replacement Parts or Task Materials
Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form. Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction. Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.
|
Image Removed Image Added | Save
Save the changes to the record. |
Image Removed Image Added | 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. |
|
Image Removed |
 Image Added | Travel Time Begun
This icon displays to the left of an appointment in the Appointments list to indicate that you have begun travel to the appointment. See Time In and Out of Travel. |
Home Screen Icons
Image Removed Image Added | Map
View your appointments on a map. |
Image Removed Image Added | Calendar
Select 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 Removed Image Added | Customer
Select 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 Removed Image Added | Appointment
Displays a list of appointments that you can select 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 Removed Image Added | Service Call
Displays a list of service calls that you can select 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 Removed
Image Removed Image Added | Time Entries
Displays a list of your time entries. The default view is the Current Week. You can also select 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 Removed Image Added | Additional Work
Select 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 Removed Image Added | Setup
Select to select/enter device setup options for your device. After you select this icon, you then can select either Resco setup options or MobileTech setup options. See MobileTech Setup for Mobile Devices for more information. |
Image Removed Image Added | Help
Select to view the online MobileTech Help. |
Image Removed
