You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech.
You can change only the estimated hours and the description of the job appointment in MobileTech.
- Choose Appointments. At the top of the pane, choose the Job Appointments or All Appointments filter.
If MobileTech is set up to use time logs, you can easily see which appointments you're timed into. A clock icon is displayed next to these appointments. - Select a job appointment and choose More to display details about the job.
View the information in these fields. You can also edit the Estimate Hours and Description fields.
Field Description Customer Name
The name of the customer that the job appointment is assigned to.
Location
The location for the job appointment that was set up for the job in Job Cost. To add a note about the location or to view existing notes, select the location. In the Location pane, choose the Notes tab.
Job Description
The description of the job that was set up in Job Cost.
Address
The address for the appointment.
City
The city for the appointment.
Start Date
The starting date for the appointment that was set up in Job Cost.
Appointment
The appointment number for the job that was set up in Job Cost.
Estimate Hours
The estimated number of hours that the appointment will take. This value is set up in Job Cost, but you can change it before the job is posted.
Description
Enter or change the description to help identify the job.
Cost Code
The cost code for the job appointment that was set up in Job Cost.
- Depending on the MobileTech setup, you can choose the Change Order tab to view or edit change orders for the job, or choose the New icon to create a change order. Enter a description and an amount for the change order. The change order number is a temporary value until you sync your device with the host system.
- After the change order is synced, you can choose the Notes tab to view or enter information about each change order, as needed. On the Notes tab, choose the New icon to create a note. The job number and change order number are displayed. Enter a subject and description, and choose Yes in the Internal Note field if the note should be internal only.
- Choose the Cost Codes tab to view and change cost code information for each change order. You can change cost code information until the change order is posted.
Enter information in these fields, as needed. The information that is displayed depends on whether you're creating or viewing an existing cost code record.
Field Description Job Number
The default job number.
Change Order #
The default change order number for the job.
Cost Element
Cost elements, which are associated with cost codes, can't be changed.
When you create a cost code record for a change order, this field isn't available. However, when you choose a cost code, the cost element that is associated with the cost code is displayed. For an existing change order, the cost element for the cost code is displayed. The cost element changes when you change the cost code.*Cost Code
For a new cost code record for a change order, enter a cost code. For an existing cost code, the default cost code and cost element for the change order are displayed, but you can select a different cost code if the change order isn't posted.
Est. Units
For a new cost code record for a change order, enter the number of estimated units that are required for the change order. The type of units is based on the method of measuring units that you select in the Estimate Measure field.
Est. Amt. Per Unit
Enter the estimated amount per unit of the cost code for the change order. The type of units is based on the method of measuring units that you select in the Estimate Measure field.
Est. Amount
The total estimated amount of the cost code for the change order. The calculated amount is based on the total estimated units and the estimated amount per unit.
Estimate Measure
The default method of measuring the units that the change order is based on for the job is displayed, such as hours (HR) or items (EA), but you can select a different measure. The values that are available for this field are set up in Job Cost.
* Required field
- Choose the Save icon.