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| Task | For more information, see ... |
|---|---|
Add labor charges for the appointment | |
Add travel charges for the appointment | |
Add expense charges for the appointment | |
Add inventory material charges for the appointment | Enter an Inventory Transaction Before Completing an Appointment |
Add purchase charges for the appointment | Create a purchase orderPurchase Order |
Receive drop-ship purchase orders for the appointment | |
Complete tasks for a service call appointment | |
Collect a signature from the customer and sign off on the appointment | Collecting Signaturesthe Signature for the Field Invoice Report |
Add a resolution note |
Based on the MobileTech setup, some or all of the following information is displayed on the preview invoice and the field invoice:
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- Cost category that was selected when the expense transaction was entered
- Date when the expense transaction was entered
- Description of the expense transaction
- Quantity, unit price, and total for each expense transaction
Inventory
- Equipment used for the service call
- Quantity and price of the site inventory item
- Inventory items from a purchase order that is associated with the invoice
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The customer signature, if required. If a customer signature isn't captured for the completed service call, the customer signature area is blank on the field invoice. The customer signature isn't displayed on a preview invoice. See Collecting the Signature for the Field Invoice Report.