his 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.
Software or device | Compatible versions |
---|---|
Operating systems |
The Google Nexus 9 (Nougat) is not compatible.
|
Signature version number |
|
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.
Known Issue with 7.0 and iOS users: If ReportEmailMode under the Report Settings options in MobileTech Administration is set to Selected or entered by technician, the Email text box field in the Appointment or Call Summary windows does not display. Workaround: Rotate the screen 90 degrees and then rotate back. The Email field displays as expected.
MobileTech R7.0 features and fixes
New features
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.
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. To streamline appointment completion and field invoicing, the signature capture has been moved to the end of the Summary tab.
- 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). 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.
- 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.