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.
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.
- Choose Setup. On the Setup page, choose the Time Entry tab.
- Select pay codes to use for unbilled hourly, expense, and travel entries when you create timesheet entries.
- Select pay codes to use for billable hourly, expense, and travel entries when you create time entries for appointments.
- Choose the Save icon.
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:
Options tab
| Field | Description |
|---|---|
| DEVICE | |
| ACCOUNTS | |
XOi | Choose Connect and enter your XOi username and password. |
| NETWORK | |
Auto Sync | Choose Never if you prefer to manually sync your mobile device to the host system when you log on to MobileTech. Choose On Start to automatically sync your mobile device to the host system when you log on to MobileTech. If you choose On Start, you can indicate in the Auto Sync Delay (sec.) field how long – in seconds – after logging on that the device is synced. |
Auto Sync Delay (sec.) | Enter the number of seconds after which your device should automatically be synced with the host system when you log on to MobileTech. You must choose On Start in the Auto Sync field to activate automatic syncing. |
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 | |
| Max Image Size | Choose the maximum image size. |
Search Buttons | Choose On to display the filtering and sorting options on the search bar. For more information, see Searches, filters, and sorting options. |
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 | Choose On to activate the dashboard. By default, 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. If you choose Off, the Dashboard option isn't available. |
Full Screen (Windows only) | If you're using a Windows device, choose On to display MobileTech in full-screen view. The title bar, including the icons for minimizing, maximizing, and closing the app, won't be displayed. |
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. |
| ADVANCED | |
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 Image Size (Windows and iOS only) | If you're using a Windows or iOS device, select the size of images, 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 files that can be attached to records. This setting can't be changed on the device. |
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. |
Time Entry tab
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 those types of entries when you create transactions. However, you can select different pay codes, if necessary, when you complete an entry on your mobile device.
Pay codes are set and assigned to individual technicians in Service Management.