The Summary tab displays the information that you have entered for this appointment. Depending on your setup, this information is also displayed you may have additional sections that display. This information appears on the Call Summary and Job Appointment Summary report. Once you complete the appointment, you cannot enter additional information about this appointment. The Customer and Technician Signatures are entered at the bottom of this tab.
- On the Summary tab, review the details that you entered for this appointment. After the appointment is completed, you can't enter additional information about this appointment on your mobile client device.
- Service Summary
- Job Number
- Completed - This can be edited on the Resolution tab.
- Job Description
- Technician
- Resolution Note
- Customer Location
- Customer ID/Name
- Address information
- Time Entries
- Consumed Inventory
- Purchase Order
- Service Summary
Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting signatures for more information.
Note Turn the device horizontally to increase the size of the signature field.
- Add Select the Technician Signature button to add your signature, if needed based on setup.
After confirming the information, choose
. Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.- If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.
- If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.
- When the confirmation message is displayed, choose Complete Appointment.
The appointment is removed from your device. If there are billable transactions on the appointment, a timesheet is automatically sent to you when you sync.
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