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Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. Additionally, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can select Task Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create a Task Materials Inventory Transaction. Beginning with MobileTech 8.0, a service call can remain open with Task Completion set to required if a second appointment is created for the service call before attempting to complete the first appointment. |
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Completing Service Call Tasks
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- From the main navigation, select Service Calls
> > select a service call and select More ( OR select an appointment > Select More > select the Service Call hyperlink). - In the Service Call window, select the Tasks
Tasks tab.
- A list of the tasks that you're scheduled to complete for the service call is displayed. You can filter the tasks that display by selecting from the following:
- All Tasks (hierarchy) – View all tasks for a service call by sublocation, then equipment, and then the task list. This is the default view.
- Open Tasks (hierarchy) – View only open tasks for a service call by sublocation, then equipment, and then the task list.
- All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.
If you want to filter the task list more, you can select a Sublocation for the task list and/or Equipment.
Note If you selected a Sublocation, only the equipment available for the sublocation is listed in the drop-down. If you did not select a specific sublocation, all the equipment assigned to the task list will display in the drop-down.
- You can select the drop-down beneath the filters to select to display tasks based on the Task Status by selection:
- Show All - Displays all tasks, although if you have filtered to show Open Tasks at the top of the page, only the open tasks display.
- Open Tasks - Displays only tasks with an Open status.
- Complete Tasks - Displays only tasks with a Closed status.
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- Select the task list, sublocation, and/or equipment above the tasks and select the Complete
icon. - When a message appears to confirm the completion of all tasks under the selected entity, select Yes.
- The status of the tasks changes to Complete. When you complete a task, all subtasks for the task are also completed.
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- Select the task list, sublocation, and/or equipment above the tasks and select the Reopen
icon icon. - When a message appears to confirm that all tasks will be reopened under the selected entity, select Yes.
The status of the tasks changes to the default task status.
Note If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list. - When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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- Select the task.
- Select More.
- Under Task Details, you can edit the Task Status, Completion Date, and depending on the task, enter a text Description. You can also add or edit a text Comment up to 120 characters.
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- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or select More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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Depending on the status of the task, you can reopen the task, complete it, or select More to update information for the task, such as the status or completion date. The status of the task changes to the default task status if you select Reopen Reopen.
After you complete a task, you can close the pane, select Next to go to the next task, or select Previous to return to an earlier task.
- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or select More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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- Select a task.
- Select More, and then select Task Response History.
Select the Sync
icon Sync icon in the expanded Task Response History section to download the task responses for historical service calls on the contract. Note The synchronization requires internet connectivity.
- The historical task responses display, organized by the service call.
Adding Attachments to a Task
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- Select Service Calls. Select a service call, select More, and then select the Tasks tab.
- Select a task, select More, and then select the Attachments
tab. - Select an existing attachment to view or change. Go to step 4 to create a new attachment.
- Select More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment if needed and then save the changes.
- Select Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
- Select Add
Add. - Enter a description for the attachment.
- Select the File
tab, and then select the menu 
icon. - Select Choose Picture or Select File. (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.
- Select Save
. After you attach a file, the file description and type are shown on the Attachments tab for the task. The attachments also are displayed on the Inspection report.
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For example, suppose you use an iOS device and your organization requires you to fill out PDF templates for tasks. After accessing the template from your email or , a website, or other shared location, you can open the file in a PDF editor app, enter information in the template, save and flatten the modified PDF, and then use the iOS Open in menu to copy and paste the PDF into MobileTech.
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The copy-and-paste options may vary, depending on your device and the apps you've installed. For information about copying and pasting specific types of files, consult the documentation for the apps that you used to open those files. |
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- Select a task.
- Select More, and then select Subtasks.
- Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
- To complete all the displayed subtasks, select the Complete button. You can also reopen all the displayed Closed subtasks by selecting the Reopen iconicon.
- To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can select Complete, Reopen, or More. If you select More, you can change the completion date, if needed. You can also change the status of the subtask.
- When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.