Complete an appointment

You can enter billable labor, travel, and other expenses while you complete work for an appointment. When you complete the appointment, it is marked as complete. The appointment is removed from the appointment list and can be viewed on your timesheet.

Appointment resolution information that you save on a different device doesn't appear on this device. However, the appointment will be successfully resolved, and the information will be displayed on your reports.

1. Choose Appointments, or from a service call, choose the Appointments tab.
2. Select an appointment and choose Complete. You might be prompted to complete the  Job Safety Report if a job safety evaluation is required before you complete work on an appointment.
3. In the Complete pane, choose the Call Resolution.

4. Next to SEE Workflow, choose Start Workflow. 

   The SEE Workflow field displays based on your company's setup.

   In the window pop-up in MobileTech, a message displays "Did you complete and submit the workflow?" Ignore this message at this time. This is to be completed after the XOi workflow.In the browser that displays, enter your XOi login information and complete the defined workflow.When you've completed the XOi workflow, return to MobileTech and choose Yes in the pop-up.

5. Enter information on these tabs:

   The tabs that are available depend on the MobileTech setup. Some functionality that is described for these tabs might not be available for your organization.

   • Resolution
   • Task
   • Task Materials
   • Timesheet Entry
   • Inventory
   • PO Lines
   • PO Receipts
   • Reports
   • Summary
   • SEE XOi attachment
6. Depending on how your system is set up, you might have the option to send the Appointment Summary report to appropriate personnel in the organization. You can search for a contact by entering the name, email address, or phone number. You can also add a contact by choosing the Add icon. See Creating or editing location contacts for more information.
7. When you finish adding or selecting email addresses, choose Next to complete the appointment.
8. Choose Complete or Complete and Create New Appointment.
9. After the appointment is completed, choose the Sync icon to update the host system with the completed appointment.

If the Call Summary report is set up, it is generated after you sync your device with the host system. This report is attached to the service call and is automatically sent by email to the recipients who are designated in the MobileTech setup.