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The Summary tab displays the information that you have entered for this appointment. Depending on your setup, this information is also displayed on the Call Summary and Job Appointment Summary report. Once you complete the appointment, you cannot enter additional information about this appointment. The Customer and Technician Signatures are entered at the bottom of this tab.
  1. On the Summary tab, review the details that you entered for this appointment. 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 ID/Name
      • Address information

  2. Collect the customer's signature, if needed. See Collecting signatures for more information.

    Turn the device horizontally to increase the size of the signature field.

  3. Add your signature.

  4. After confirming the information, choose . 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 Complete Appointment. 
    The appointment is removed from your device. If there are billable transactions on the appointment, a timesheet is automatically sent to you when you sync.

Collecting signatures

Use the Summary tab to sign off on an appointment and capture the customer's signature when the work is complete. Depending on the MobileTech setup, the signature capture may be required before the appointment can be completed. The signature capture is an optional feature that is enabled in setup.

If you need to obtain signatures (Customer and/or Technician), scroll to the bottom of the Summary tab window and choose the appropriate button. If a signature is missing, the button displays as red. Once the signature is obtained, the button displays as green. If you need more space for a signature, turn your device horizontally to rotate the screen and the signature field will be full screen. 

  • Customer Signature: Enter the customer's name or the name of the contact who represents the company. Enter the customer name, and then request that the customer sign in the box below the name.
  • Technician Signature: Your name displays for the technician name. Sign in the box below your name.

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