Page Comparison

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1. Choose Appointments. At the top of the pane, choose the Job Appointments filter.
2. Select an appointment and choose Complete.
3. Enter information on these tabs for the job appointment, as needed:
   • Resolution - Enter a Resolution Note. If the note is for internal use only, mark Yes next to Internal Note. If No, the note is included in the summary report(s)
     
     1. In the Internal Note field, choose Yes if the information should appear only on internal reports and not on reports that are available to customers.
     2. Enter a note in the Resolution Note field. When the job is completed, the note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the job appointment.
   • Contacts - Displays the location contacts.
   • Time Entry - For more information, see Enter a labor transaction before completing an appointment, Enter a travel transaction before completing an appointment, or Enter an expense transaction before completing an appointment.
   • Contacts - Depending on your setup, this tab may not display. Documentation Reviewer

   • Inventory - For more information, see Enter an inventory transaction before completing an appointment . 

     Note
     You can add the same item within the same job appointment but with a different cost code.

     
     

   • PO Receipts - For more information, see [ Receive items from a drop-ship purchase order.

   • Summary - For more information, see [ see Complete the Summary tab for a job appointment. 

     Note
     The tabs that are available depend on the MobileTech setup. Some of the functionality that is described for these tabs might not be available for your organization.

     
     

4. Depending on how your system is set up, you might have the option to send the Job Appointment Summary report to appropriate personnel in the organization. In the Add Email field, enter addresses, or to search for existing email addresses, choose Add EmailsYou can search for a contact by entering the name, email address, or phone number. You can also add a contact by choosing the Add Image Addedicon. See Creating or editing location contacts for more information.
5. When you finish adding or selecting email addresses, choose Next to complete the appointment.
6. Choose Complete.
7. After the appointment is completed, choose the Sync icon to update the host system with the completed appointment.