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SettingDescription
AdminEmailAddressThe administrative email account where log files and error logs are sent.
HistoryCountThe number of historical equipment and service records to display on the client device when the technician requests service history. The default value is 3.
IncludeMCCWithHistoryDetermines whether maintenance computer-generated calls (MCC) are included when service and equipment history is requested. The default value is True.
CurrencyDecimalPlacesThe number of decimal places that are used to process currency amounts on the device. This value comes from Microsoft Dynamics GP and cannot be changed.
CreateNewCallForAnyCustomer

Determines whether technicians can create a service call for any customer in the system. The default value is False. The following settings for global filtering and creating a call for any customer determine permissions for technicians. For more information about global filtering, see "Using global filters" in the Service Management manual. 

Note

Global filtering is set up in Service Management. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options. In the Service Options window, mark Use Global Record Identification Filters.

  • Global filtering is marked and CreateNewCallForAnyCustomer = True -Technicians can create calls for any customers and locations in their assigned branches (home and away), and for any exception-branch customers and locations that are assigned to calls and appointments.Global filtering is marked and CreateNewCallForAnyCustomer = False -Technicians can create calls only for customers and locations that are assigned to their calls and appointments.Global filtering is not We recommend leaving CreateNewCallForAnyCustomer set to False. With MobileTech 7.0, we now synchronize all location contacts for any locations on the device. If this setting is set to True, all location contacts will be syncing for all locations and may result in a large amount of data. Additionally, the introduction of the SERVER MODE allows users to see all permissible customers and locations in the middle-tier while improving overall sync times significantly. (SERVER MODE is set at UseServerMode in Mobile Device Global Settings.


Note

Global filtering is set up in Service Management. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options. In the Service Options window, mark Use Global Record Identification Filters.

  • Global filtering is marked and CreateNewCallForAnyCustomer = True -Technicians can create calls for any customers and locations in the systemtheir assigned branches (home and away), and for any exception-branch customers and locations that are assigned to calls and appointments.
  • Global filtering is not marked and CreateNewCallForAnyCustomer = False -Technicians can create calls only for customers and locations that are assigned to their calls and appointments.
  • Global filtering is not marked and CreateNewCallForAnyCustomer = True -Technicians can create calls for any customers and locations in the system.
  • Global filtering is not marked and CreateNewCallForAnyCustomer = False -Technicians can create calls only for customers and locations that are assigned to their calls and appointments.



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Report Settings

SettingDescription
ReportEmailMode

Determines how to handle automated emails of reports and other documents, such as invoices. Reports are always sent to the email account that is specified for a technician when the technician is added to MobileTech (MobileTech Administration > Users). 

Note

Each technician's email address is also their logon account, and that is the email address that is used to send reports to the technician.

    • Do not send report emails - The report is sent only to the specified email account for the technician. The technician can then decide whether to forward the report to others, and to whom. This is the default value and should be used if reports should never be sent directly to a customer or another third-party contact.
    • Signature Contact Management - Send an email to the technician, and to the contact or contact list that is set up in Contact Management and that is associated with the location of the service call.
    • GP Internet Addresses - Send an email to the technician who is set up in the Internet Information window in Microsoft Dynamics GP (Microsoft Dynamics GP > Tools > Setup > Company > Internet Information) and who is associated with the location of the service call. Only one contact is allowed for this value.

    • Selected or entered by technician - The technician can select one or more email addresses to send reports or other documents, such as invoices, to appropriate personnel in the organization. The technician can also enter email addresses for new contacts and customers to send documents to them. This value applies only to external reports and documents, such as field invoices and the Call Summary report.

      Note

      The Select or entered by technician option allows technicians the ability to add a contact on-the-fly.


ReportEmailSMTPServerThe name of the machine where the email server resides.
ReportEmailSMTPServerPortThe port that is used by the email server. The default port number is 25, but you can change it for your system.
ReportEmailSMTPEnableSSLDetermines whether SSL is used by the email server. The default value is False.
ReportExecutionUrl

The URL for the Report Execution web service. This URL is used by the system to communicate with the SSRS report server to generate the Call Summary report. 

Note

To locate the URL, open Reporting Services Configuration Manager, and then open the Web Service URL section. Use the value from the URLs field, followed by /ReportExecution2005.asmx. Example: http://\{servername}/ReportServer/ReportExecution2005.asmx


UseSMTPAuthenticationDetermines whether a user name and password are required for sending email. The default value is True.
SMTPUsernameThe user name that is used to send report email notifications. This is available – and required – if UseSMTPAuthentication = True.
SMTPPasswordThe password that is used to send report email notifications. This is available – and required – if UseSMTPAuthentication = True.
ReportPreviewMaxRetryAttemptsThe number of times that the client attempts to retrieve the preview of a field invoice after it is requested. The default number of attempts is 30.This setting applies to field invoicing and is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the Field Invoicing and Field Payments Settings area.
ReportPreviewRetryIntervalThe number of seconds between when the client tries to retrieve the preview of a field invoice until the maximum number of attempts has been met or the preview invoice is generated. The default number of seconds is 30.This setting applies to field invoicing and is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the Field Invoicing and Field Payments Settings area.

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SettingDescription
AutoStatusUpdate

The default status for appointments that are received by the device. The default value is blank, which means no status is assigned to the appointmentsIf a status is selected for both this setting and JobSafetyStartStatus in [ Job Safety Tasks, we recommend that you do not use the same status for both. 

Note

AutoStatusUpdate and TimeLogStatusUpdate in Time Log Settings cannot have the same value.


DefaultWeekdayThe default week-ending day for time entries, which is based on the TimeTrack settings in the Microsoft Dynamics GP database. This value cannot be changed.
UseAdditionalWorkDetermines whether technicians can enter additional work on a service call. The default value is True.If False, technicians cannot enter new additional work in the Additional Work pane.
UseBarcodingDetermines whether the organization uses barcoding functionality in MobileTech. If True, barcoding is used.If False, barcoding is not used. The default value is False.

UseServerMode

Determines whether technicians can utilize SERVER MODE with all Offline HTML pages. Server Mode allows users to access customer, location, and equipment data via the Middle Tier database (utilizing mobile data). If False, users will only access customer data on their devices, not from the Middle Tier. The default value is True.
UseServiceCallUserDefine2Indicates whether the Service Call User Defined 2 field is a validated lookup, based on the Service Management settings in Microsoft Dynamics GP. This value cannot be changed.
UseWorkCrewJobCostDetermines whether technicians can enter billed labor, travel, and expense transactions for a Job Cost work crew that includes any Microsoft Dynamics GP user who has valid hourly or business expense type pay codes. The default value is True.
UseWorkCrewServiceDetermines whether technicians can enter labor, travel, or expense transactions for service work crews or individual work crew members when a service appointment is completed. The default value is False.
UseTechnicianHelperDetermines whether technicians can enter labor and expense transactions for another technician. The default value is False. If True, technicians also can change the technician on the transaction.
UseChangeOrder

Determines whether technicians can enter and review change orders that affect job costs. The default value is True.

CustomerNotesReadOnly

Determines whether technicians can edit customer notes. The default value is True.

LocationNotesReadOnly

Determines whether technicians can edit location notes. The default value is True.

EquipmentNotesReadOnly

Determines whether technicians can edit equipment notes. The default value is True.

ServiceCallNotesReadOnlyDetermines whether technicians can edit service call notes. The default value is True.
AppointmentNotesReadOnly

Determines whether technicians can edit appointment notes. The default value is True.

ContractNotesReadOnly

Determines whether technicians can edit contract notes. The default value is True.

DefaultNewNotesAsInternalDetermines whether the default setting for new notes that are created by technicians is Internal, which means the notes are not displayed on the Call Summary report. The default value is False. Technicians can change this setting per note when they create notes.
UseAppointmentNotesSummaryDetermines whether note links are displayed at the bottom of the Appointment pane when technicians view the details for a service call appointment. If True, the links are displayed, so technicians can easily view the notes from one location. The default value is False.
UseEventBasedSyncDetermines whether event-based syncing is used on all devices. If True, event-based syncing is used to sync to the host system after a service call is created, an appointment is created or completed, a timesheet report is requested, or a payment has been applied to a field invoice. If False, event-based syncing is not used. The default value is True.If Sync Login is marked on the Setup page on the device, the Sync page will be displayed and the user must choose Sync. For more information, see "Event-based syncing" in the MobileTech Help.

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mobileaudit
UseMobileAuditBackgroundSync

Used to control the ability to auto-upload mobileaudit records to the host. This is used with Woodford's Auditing feature to track technician GPS coordinates based on creating or updating specific entities such as Appointment, TimeLog, or TimeEntry.  The default value is False. See Enable Mobile Auditing for setting up Woodford's Auditing feature.
OnSiteStatusUpdateUsed when UseMobileAuditBackgroundSync=True to determine what status will be used to automatically send the technician's GPS coordinates to the host.  No synchronization is required, but an internet connection must be available.


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time-log-settings
Time Log Settings

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SettingDescription
UseXOEye

Determines if the XOi API is enabled. The default value is False.

UseXOEyeWorkflow

Determines if XOi Workflow is enabled. The default value is False.

XOEyeClient ID

Defaults to MobileTech. Display only.

XOEyeLoginURL

Defaults to the XOi login URL. Display only.

XOEyeVisionURL

Defaults to the XOi Vision endpoint. Display only.

XOEyePartnerID

Enter your XOi Partner ID that has been provided to you from XOi.


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