Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

Working with MobileTech Setup Options

To access the MobileTech Setup Options, choose Setup and then choose MobileTech.

Viewing Options

The Options section displays your Technician ID, Employee Name, and the MobileTech Woodford version. All device settings are set up by your administrator in the Woodford project.

Setting up default pay codes

To save time when you create unbilled and billable time, expense, and travel entries, you can set up default pay codes that are displayed for time and expense entries. You can select a different pay code, if necessary, when you complete an entry on your mobile device. Pay codes are set and assigned to individual technicians in Service Management.

If you don't set up pay codes, the pay codes from the labor, travel, and expense settings in the MobileTech setup are used. If no pay codes are set up there, default pay codes aren't displayed.

  1. Choose Setup. 
  2. Choose MobileTech.
  3. On the Setup page, choose Time Entry.
  4. Select the Default Unbilled pay codes to use for unbilled hourly, expense, and travel entries when you create timesheet entries.
  5. Select the Default Billiable pay codes to use for billable hourly, expense, and travel entries when you create time entries for appointments.
  6. Choose the Save icon.
top

Working with Resco Setup Options

Setting up technician preferences on a mobile device

Choose Setup in MobileTech to enter your preferences for working with MobileTech and to set up sync preferences.

If you're using an iOS device, these fields may be displayed on just one tab.

For more information, see these sections:

top

Options tab

FieldDescription
ACCOUNTS

CRM

Displays your technician email address.

NETWORK
Online ModeDisplays the Online Mode as set up by your adminstrator.

Auto Sync

Displays the Auto Sync setting as set up by your administrator.

Sync Login

Choose On to require that you log on to MobileTech before you sync your mobile device. Choose Off if you want to be able to sync your mobile device without logging on to MobileTech.

Save Password

Choose On to save your logon password for the device that you're using. If this option is on, you don't have to enter your password each time you log on to MobileTech. If you choose Off, you must enter a password on the device when you start MobileTech.

APPEARANCE
Language

Change the language of the app from 16 available translations. By default it is set to Automatic, this means the app uses the language of your mobile device.

New Form UIChoose On if you will be using Flexible Forms.
Max Image SizeiOS Only - Choose the maximum image size. Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936
List ButtonsTurn On or Off the default buttons such as Edit, More, Call or Email.

Map

Choose On to make the Map button available.

Locations on maps are displayed only if coordinates for locations are entered in Service Management. Contact your system administrator about making changes to the Service Management SV00200 table.

Dashboard

Displays the dashboard setting as set up by your administrator.

  • On
    The dashboard shows service appointment, job appointment, and technician activity information that is specific to your appointments. You can view and open any of the job appointments, service appointments, or technician activities that are assigned to you.
  • Off
    The above information does not display.
Change List
Design Dashboards
Private Charts
AutoFormGrid

Full Screen (Windows only)

This Windows-only option displays the full screen setting as set up by your adminstrator.

  • On
    If you are using a Windows device, this option displays MobileTech in full-screen view. The title bar, including the icons for minimizing, maximizing, and closing the app, won't be displayed.
  • Off
    The title bar and the icons for minimizing, maximizing, and closing the app display.

Ask Before Exit (Windows only)

If you're using a Windows device, choose On if you want to be prompted for a confirmation before closing MobileTech.

PIM
Call Via
Send Invites
Use Reminders
Send Email Via
HTML Emails
Signature
Exchange Folder
Show Images
Mark Email Read
ADVANCED
Home Realm
ADSF Username
UseSystemOAuth
Web Service

Delete Data

Use this option to clear the local database. After you've entered information by using your mobile device and synced data, you can delete data, which lets you manage your device memory and optimize performance by removing old files.

Max Attachment Size (Windows and iOS only)

If you're using a Windows or iOS device, select the file size of attachments, such as photos. If you're viewing an image that exceeds this size, it's resized to the maximum image size for viewing purposes, and then returned to its original size. If you take a photo with your device, this is the maximum size of the photo.

Display Density (Android only)

If you're using an Android device, use this field to change the size of the content on the screen. You can use this setting to display more or less content, depending on the size of the screen and your preference.

Max Attachment Size

The maximum size of any file that can be attached to records. This setting can't be changed on the device. This is a Woodford setting.

Max Sync Records

The maximum number of records that can be synced to the mobile device for one entity. The default maximum is 30,000 records at one time, but you can decrease that number.

Diag. Sync LogUse this option to log details for synchronizations.
Entity
AppFolder
Client Certificate
Pinned Certificate
top



  • No labels