Complete a Job Appointment

You can enter billable labor, travel, and other expenses when you complete work for an appointment. If the Job Appointment Summary report is set up, it is generated after you sync your device with the host system. This report is attached to the Job Cost Code and is automatically sent by email to the recipients who are designated in the MobileTech setup.

1. Choose Appointments. 
2. At the top of the pane, choose the Job Appointments filter.

3. Select an appointment and choose Complete. 

   If you are in the appointment window, to complete the appointment, you can select the menu icon and then select Complete.

4. Enter information on these tabs for the job appointment, as needed:
   • Resolution
     
     1. In the Internal Note field, choose Yes if the information should appear only on internal reports and not on reports that are available to customers.
     2. Enter a note in the Resolution Note field. When the job is completed, the note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the job appointment.
   • Contacts - Displays the location contacts.
   • Time Entry - For more information, see Enter a Labor Transaction Before Completing an Appointment, Enter a Travel Transaction Before Completing an Appointment, or Enter an Expense Transaction Before Completing an Appointment.

   • Inventory - For more information, see Enter an Inventory Transaction Before Completing an Appointment. 

     You can add the same item within the same job appointment but with a different cost code.

   • PO Receipts - For more information, see Receive Items from a Drop-Ship Purchase Order.

   • Summary - For more information, see Complete the Summary Tab for a Job Appointment.

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

5. 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.

   • If the Job's Location is also a Service Location, if you add a new contact, the back office can add this to the service location contacts. See Create or Edit Location Contacts for more information.
   • If the Location is only a Job Location, you can only add the contact's email address to receive the Completion Report, and the email address is not synced.
6. When you finish adding or selecting email addresses, choose Next to complete the appointment.
7. Choose Complete.
8. After the appointment is completed, choose the Sync icon to update the host system with the completed appointment.