Enter Additional Work for a Service Call
- Documentation Reviewer
- Kimberly Onnen
When you're on a service call, you can record any information that might require additional billable work in the future. Whether you can enter additional work depends on the MobileTech setup. You can also attach photos and or files.
Choose Additional Work, and then choose the New icon.
You can search service calls from either your DEVICE or from the SERVER. The MODE is indicated at the top of the window.
- DEVICE MODE - The Service Call drop-down displays only service calls on your device.
- SERVER MODE - The Service Call drop-down displays all service calls created by you on the on the middle-tier database (an internet connection is required).
Enter information in these fields, as necessary.
Field Description Service Call *
Choose the service call and appointment that you're working on.
Transaction Date
The system date is displayed. You can select a different transaction date.
Description
Enter a description of the additional work.
Contact Name
Use the lookup or enter the name of the customer to contact about the additional work opportunity. You can also add a new contact, although this is only temporarily added to the additional work.
Contact Phone
Enter the phone number of the customer to contact about the additional work opportunity. If you select a contact, the phone number will fill this field.
The caller name and phone information are not tied to Contacts in Signature.
Est. Labor Hrs.
Enter the estimated labor cost that is anticipated for the additional work.
Est. Material
Enter the estimated material cost that is anticipated for the additional work.
Est. Equipment
Enter the estimated equipment cost that is anticipated for the additional work.
Est. Subcontractor
Enter the estimated subcontractor cost that is anticipated for the additional work.
Est. Other
Enter the estimated other costs that are anticipated for the additional work.
*Required field
- To add an attachment to the additional work, you need to save the transaction and then choose the work item.
- Choose Attachments and then choose the New icon.
- Choose the File icon and then choose Choose Picture or Select a file (the options displayed depend on the device you are using).
Choose the menu icon to perform other actions for the image/file:
The options listed depend on the device you are using. For example, an iPhone may have "Capture Picture", "Record Video", "Use Last Photo Taken", etc.
- Clear
- Open
- Copy
- Resize Image
- Edit Image
- Export
- Cancel
- Choose the Save icon.