This document provides descriptions of new features and resolved issues that are included in Signature MobileTech 7.0.

Contents

This document includes these sections:

Installing MobileTech

Upgrade to 7.0 from a previous version

You can upgrade to MobileTech 7.0 from version 5.x or higher.

The components that you'll install for MobileTech 7.0 will overwrite your existing components. You don't need to uninstall or rename the current MobileTech files. You can install and set up the newest version as described in the Signature MobileTech 7.0 Installation and Administrative Guide. 

• Before you upgrade from a previous version of MobileTech, make sure that all mobile devices have been synced to the host system. If you've made changes to views or stored procedures in previous versions of MobileTech, those changes will be overwritten during the upgrade.
• We recommend that you remove the previous client shortcut from the devices. The installation process creates a new shortcut instead of overwriting the previous shortcut.
• You'll be prompted to install database objects the first time you log on to MobileTech Administration. You must do this for each company. If you're not prompted to install database objects, go to Tools > Create MobileTech Objects and choose Process.
  For more information, see "Log on to MobileTech Administration" in the Signature MobileTech 7.0 Installation and Administrative Guide. For additional upgrade notes, see "Upgrading MobileTech" in the Signature MobileTech 7.0 Installation and Administrative Guide.
• The steps for importing a new Resco Woodford project file have changed from previous releases. Be sure to read "Important information for upgrade customers who already use Woodford" in the SignatureMobileTech 7.0 Installation and Administrative Guide before you import the new project file. 

Install MobileTech for the first time (you're a new user)

You can install and set up MobileTech as described in the Signature MobileTech 7.0 Installation and Administrative Guide. If you're installing MobileTech as a new user, you'll be prompted to install database objects the first time you log on to MobileTech Administration. You must do this for each company. If you're not prompted to install database objects, go to Tools > Create MobileTech Objects and choose Process.

For more information, see "Log on to MobileTech Administration" in the Signature MobileTech 7.0 Installation and Administrative Guide.

Installation components and compatibility

MobileTech components to install

To set up and implement MobileTech, you must install these components:

• MobileTech Sync Server
• MobileTech Integration Sync application
• MobileTech Administration application
• MobileTech Client application
• Resco Woodford (MobileTech.woodford)

Do not install MobileTech server components on your SQL Server machine. Install MobileTech Administration on the MobileTech web server.

Additionally, verify the eTimeTrack Web Service current release version matches the installed version of Signature. For installation instructions for each component, see the Signature MobileTech 7.0 Installation and Administrative Guide.

Compatibility information

This table lists the compatible versions for MobileTech 7.0.

Installation notes

• Important Note:  If your technicians use iOS devices, do not install the client updates on those devices unless you'll also be updating the MobileTech Sync Server and MobileTech Admin applications to the identical MobileTech version. We recommend that you clearly communicate this information to your technicians. We also recommend that you turn off automatic downloads of updates on iOS devices. To do this, go to Settings > iTunes & App Store. In the Automatic Downloads section, make sure the Updates option is turned off (the toggle switch should appear gray, not green). Repeat this task on each iOS device.
• We recommend turning off CreateNewCallForAnyCustomer. 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. In MobileTech Administration, choose Setup Options and scroll down to MobileTech Company-Specific Settings.

Features & Fixes

New features

• Updated the look of the MobileTech Client with new icons and colors.

• Added compatibility to use Woodford's Mobile Audit feature to update the Technician Vehicle table (SV00113). The location information updates automatically based on time/distance plus you can choose to have the location updated when the technician updates appointments, creates a labor transaction, and/or times in/out of appointments. The location data is updated when the device is synchronized to the host. We recommend that you use event-based synchronization so that the technician location coordinates are sent when completing (and syncing) their appointments. This will also enable other applications such as Schedule to view the most up-to-date information about the technician's location.

• Enhanced the Create New Service Call window. Technicians can search from either their DEVICE or from the SERVER. The MODE is indicated at the top of the window. The Server Mode is a new setup option found under Mobile Device Global Settings in MobileTech Administration. The default value is set to True. 

  • DEVICE MODE - The Customer Location drop-down displays only customers/locations on your device.

  • SERVER MODE - The Customer Location drop-down displays customers/locations on the middle-tier database (an internet connection is required). 

    We recommend turning off CreateNewCallForAnyCustomer with the introduction of the SERVER MODE.  This mode will allow you see all permissible customers and locations in the middle-tier while improving overall sync times significantly.

    • Only the customers within the technician's branch display if Global Filtering is enabled in Signature.

    • A Customer Location/Equipment search field is displays at the top of the form if the customer locations and equipment exceed the Fetch Limit settings. This is a case-sensitive field. The search field defaults to Customer Location however you can choose the drop-down to select Equipment.

• Technicians can view Additional Work after syncing by using SERVER MODE. The Additional Work window in the MobileTech Client has been updated to include the DEVICE MODE and SERVER MODE options. Technicians can switch to SERVER MODE to view any Additional Work that they've created that exists on the Middle Tier.

• Technicians can now add a Resolution Note on a job appointment. Job appointment resolution notes can be created for any open job. A job appointment note can be viewed, edited, and printed from within Signature, MobileTech and Schedule. During the job appointment completion process in MobileTech, a technician will be able to create a job appointment resolution note. This note will be created with Resolution as the note subject. The job appointment resolution note is included on the updated Job Completion Appointment Summary report which can be generated and emailed from MobileTech. This feature is compatible with Signature 2018 R3 and higher.

  The appointment can have only one resolution note per appointment and technician. If the appointment is reassigned to a different technician, the note will be moved to the new appointment.

• The Signature Capture feature has been enhanced and moved to the bottom of the Summary tab. If a signature is missing, the Customer and/or Technician button displays as red. Once the signature is obtained, the button displays as green. If you need more space for a signature, turn the device horizontally to rotate the screen and the signature field displays full screen. 

• MobileTech 7.0 introduces the opportunity to synchronize the contacts that technicians add or update in the MobileTech Client with Signature 2018 R3 (and higher) and the Contacts Management module. The new Mobile Contacts window (Inquiry > Service Management) lets users review and process the customer’s contact information. For detailed steps, see the MobileTech 7.0 Installation and Administration guide (or Signature Help > MobileTech) for MT Information Processing. 

  We recommend turning off CreateNewCallForAnyCustomer. 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. In MobileTech Administration, choose Setup Options and scroll down to MobileTech Company-Specific Settings.
  

• Technicians can now add multiple service inventory items with the same exact item number provided the description entered is unique.
• Updated SSRS reports 
  The following reports have been updated to include features new or updated in MobileTech 7.0. You will need to run the SSRS Deployment Wizard to add/update these reports. See the Signature Install and Upgrade document for more information. 

Signature Service Reports

• • Appointment Summary.rdl – Updated the customer and technician signature display.
  • Call Summary.rdl – Updated the customer and technician signature display.
  • Field Invoice.rdl – Updated the customer and technician signature display.
  • Job Appointment Summary.rdl
    • Added the customer and technician signatures.
    • Added the new Job Resolution Note. (Signature 2018 R3 and higher.)

TimeTrack Reports

• • Time Sheet.rdl – Updated the technician signature.

Issues fixed

• Fixed an issue with the iOS app crashing upon launching.

• If a vendor has been marked Inactive or On Hold in Signature, they will no longer display in the MobileTech Client. 

• Signature gets cut off when switching from full screen mode to panel mode.

• Selecting Generate Job Safety Report button triggers keyboard pop-up on Android device.

• Adding a number to an attachment description causes a crash.

• Expired contracts not being removed from Middle Tier.

• Add a cleanup step for expired contract equipment records.

• No ability to copy and paste in text or string type Task Responses with MobileTech for Android.

• Load Data causing an arithmetic overflow when processing Site Inventory. 

• Entering an Unknown vendor longer than 15 characters causes a purchaseorderdetail sync error. 
• Errors when adding inventory using task materials. 
• Adding new equipment to service call automatically assigns the equipment. 
• TimeLog feature is converting 1:00 am UTC to midnight when Time Zone Views are enabled. 
• No data found to generate report - Previous Week Time Sheet Report. 
• User prompted that cost code is a required field when saving a job appointment. 
• Some techs cannot see all Customers or Locations even though CreateNewCallForAnyCustomer is enabled. 
• MobileTech Labor entered via TimeTrackService does not honor rounding. 
• "ExecuteScalar CommandText not set" error during integration syncs. 
• Assigning equipment on service calls during the completion process is causing sync errors under certain circumstances. 
• Integration Sync recognizes a Location Contact Delete, but the record is not removed from the database. 
• Task Response type "STRING" - String or binary data would be truncated. 
• Summary tab is not encoding accent characters correctly. 

• Manufacturer showing as Unknown in the equipment list after assigning the piece of equipment to the current service call. 

• Receive error ‘sender thread limit exceeded’ when sending too many report emails.

  Equipment Type missing in Assigned Views. 

• The time sheet report request does not allow for commas in employee IDs. 
• JobSafetyTask sync errors in event log. 
• Appointments completion dates from MT after midnight GMT. 

• Refrigerant Equipment Type middle-tier table contains NULL values for epaleakratemaxpercent and epaleakratetestinterval. 

• Update GPS on Appointment should also update Location.

• MobileTech Service transactions are coming into TimeTrack without OH or billing amounts.
• SMS_Create_Service_Call stored proc does not have a fallback for Bill_Customer_Number or Bill_Address_Code.
• SMS_PM_Create_Calls stored proc does not have a fallback for Bill_Customer_Number or Bill_Address_Code.