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Kimberly Onnen

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The Summary tab displays the information that you have entered for this appointment.  Once Once you complete the appointment, you cannot can no longer enter additional information about this appointment. 

Note

Depending on your setup:

  • You may have additional sections that display. 
  • The Call Summary and Job Appointment Summary reports are generated. The information that displays on the Summary tab appears on the Call Summary and Job Appointment Summary report. If the Job Summary Report If GenerateJobSummaryReport is set to False in Report Settings, the Job Appointment Summary report is not generated. 
  • If the Service Summary Report is set to False, the Call Summary Report is not generated. See Report Settings.
    • The Customer and Technician Signatures are entered at the bottom of this tab. If the Job Summary Report is set to False in Report Settings, the , and the technician and customer signature buttons do not display. See Report Settings.

To complete the Summary tab:

  1. On the Summary tab, review the details that you entered for this appointment.

    note

    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
      • Address information
    • Time Entries
    • Consumed Inventory
    • Purchase Order

  2. 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 below for more information.

    NoteTurn the device horizontally to increase the size of the signature field.
  3. Select the Technician Signature button to add your signature, if needed based on setup.

  4. After confirming the information, choose Image Removedselect the checkmark icon. 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.
  5. When the confirmation message is displayed, choose select Complete Appointment. 
    The appointment is removed from your device. As part of the job appointment completion process and depending upon company settings, a Timesheet report may be generated and emailed to you. 

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