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Complete the Summary tab

Complete the Summary tab

  1. On the Summary tab, review the details that you entered for this appointment, which is the information that will be displayed on the Call Summary or Appointment Summary report, depending on the setup.

    After the appointment is completed, you can't enter additional information about this appointment on your device.

  2. After confirming the information, choose Complete.
    Note: Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.

    • If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.

    • If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.

  3. When the confirmation message is displayed, choose Complete Appointment.
    The appointment is removed from the list of appointments. If the Call Summary or Appointment Summary report is set up, it is generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.