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You can specify options to send MobileTech reports via email.


  1. In MobileTech Administration, choose Setup Options, and then choose Options > Report Options. The Report and Email Options page is displayed.
  2. You can set up the following information for sending reports and other documents, such as invoices, to a customer.
    • Report Source - The name of the report. Available reports are:
      • Call Summary

      • Field Invoice 

        The Field Invoice report is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the setup options.

      • Job Safety Audit
      • Employee Time Sheet
      • Appointment Summary

      • Inspection Report 

        The Inspection Report is available only if VEI is registered.

      • Job Appointment Summary
    • Appointment Type - Indicates whether all appointments or only service appointments are displayed on the report.

    • Call Type - The default call type filter for the report.  Blank displays all call types. 

      For inspection reports, verify that the correct call type is set up for inbound and outbound calls.

    • Division - The default division filter for the report. Blank displays all divisions.
    • Email Technician - Mark the checkbox if you want the technician to receive the report via email.
    • Report Type - Indicates a SQL Server Reporting Services (SSRS) report.
    • Report Format - The output format of the report:
      • PDF – Acrobat file
      • EXCEL – Microsoft Excel file
      • MHTML – Web archive file
      • IMAGE – Tagged Image File Format (TIFF) file
    • Report Path Name - Use SQL Server to determine the path where the report is deployed. The path is most likely either /Company Name/WennSoft Service/Call Summary or /Company Name/Signature Service/Call Summary, depending on whether you upgraded to MobileTech from a previous version or installed it for the first time.
    • Contact Role Type - Specifies which contacts receive automatic emails if you selected Signature Contact Management for the ReportEmailMode setting in the setup options.Enter a contact role type to send emails only to contacts of a certain type. If you enter %, emails will be sent to all contact types.
    • Email From Address - The email address that reports or other documents, such as invoices, are sent from. If you use a generic company email address, such as MobileTech@YourCompany.com, you can prevent the technician from having to forward a report email to a customer contact, so the customer will not have the technician's email address.
    • Email Subject - The subject of the email message when the report is sent.
    • Email Body - The body text of the email message when the report is sent.
  3. Choose Save.
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