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Note

Resco has a 30-day trial that you can use to evaluate Resco Inspections. After the trial, to purchase the Resco Inspections module for MobileTech, contact your Key2Act WennSoft Customer Success Manager. If you decide you do not want to purchase Resco Inspections, you will need to Disable Resco Inspections.

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  1. In MobileTech Administration, go to Tools > Launch Woodford.
  2. Open the MobileTech project.
  3. In the left navigation, scroll down to the Settings section.
  4. Select Inspections.
  5. Mark Enable Inspections.
  6. In the Configure Inspections pop-up, verify that your company has the appropriate license.
  7. Select Save from the menu bar.
  8. From the menu bar, select Add to Home to add the Inspection icon to the Home navigation in MobileTech and then select OK.
  9. From the menu bar, select Add to Form to add the Inspection icon to the bottom of the job appointment form in MobileTech.
    1. In the Template drop-down, select Appointments Appointment [appointment] and select OK.
    2. In the Select Form window, select Complete - Job Appointment and select OK.
  10. From the menu bar, select Add to Form to add the Inspection icon to the bottom of the service appointment form in MobileTech.
    1. In the Template drop-down, select Appointments Appointment [appointment] and select OK.
    2. In the Select Form window, select Complete - Service Appointment and select OK.
  11. From the menu bar, select Install Report to verify the Inspection Report is installed. If it isn't, you will install it now. Select OK.
    If it is installed a "Report already present" pop-up window displays.
  12. Continue with the steps below.

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  1. In the MobileTech Project, in the left navigation, locate the Components section.
  2. Select Home Screen.
  3. Under Menu items, locate and select Inspections | Questionnaire.
  4. Drag-and-drop or use the Move Up button in the menu bar so that the selection is below newcall. This moves the Inspections icon in MobileTech to display after the New Call icon.
  5. Select Save from the menu bar.

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  1. In the left navigation, scroll down to Entities.
  2. Select Appointment.
  3. From the menu bar, select Show UI.
  4. Select Complete - Job Appointment.
    1. From the menu bar, select Edit.
    2. Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is below locationcontact. This moves the Inspections icon in MobileTech to display to the right of the Contacts icon in the Job Appointment Completion form.
    3. Select Save and Close.
  5. Select Complete - Service Appointment.

    1. Select Edit.
    2. Select Inspections ( * ) and then either drag-and-drop or use the Move Up button from the menu bar so that this is below locationcontact. This moves the icon in MobileTech to display to the right of the Contacts icon in the Service Appointment Completion form.
    3. Select Save and Close.
  6. Publish the project.

Assign Inspector Role

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in MobileTech Admin

In MobileTech Admin, assign the Inspector role in MobileTech Admin to the technicians who will be using Inspections (and the optional Job Safety Analysis).

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To remove Inspections, there are a few steps that you need to perform in the Woodford Project. 

Remove the Inspections icon from the Home navigation

  1. In MobileTech Administration, go to Tools > Launch Woodford.
  2. Open the MobileTech project.
  3. In the left navigation, in the Components section, select Home screen.
  4. Select Inspections | Questionnaire.
  5. From the menu bar, select Remove.
  6. Select Save.

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  1. While still in the MobileTech project, scroll down to Entities.
  2. Select Appointments.
  3. From the menu bar, select Show UI.
  4. Select Complete - Job Appointment.
    1. From the menu bar, select Edit.
    2. Select Inspections ( * ).
    3. From the menu bar, select Delete.
    4. Select Save & Close.
  5. Select Complete - Service Appointment.
    1. From the menu bar, select Edit.
    2. Select Inspections ( * ).
    3. From the menu bar, select Delete.
    4. Select Save & Close.
  6. Continue with the step below.

Disable Inspections

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  1. While still in the MobileTech project, scroll down to Settings.
  2. Select Inspections.
  3. Clear the mark from the Enable Inspections check box.
  4. Select Save.
  5. Publish the project.

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