Complete a job appointment

You can enter billable labor, travel, and other expenses when you complete work for an appointment.

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

2. Select an appointment and choose Complete.

3. Enter information on these tabs for the job appointment, as needed:

   • Time Entry - For more information, see:

     • Enter a Labor Transaction Before Completing an Appointment

     • Enter a travel transaction before completing an appointment

     • Enter an expense transaction before completing an appointment

   • Inventory - For more information, see Enter an inventory transaction before completing an appointment.
     Note: 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.
     Note: The available tabs depend on the MobileTech setup. Some of the functionality that is described for these tabs might not be available for your organization.

4. Depending on how your system is set up, you might have the option to send the Job Appointment Summary report to appropriate personnel in the organization. In the Add Email field, enter addresses, or to search for existing email addresses, choose Add Emails.

5. When you finish adding or selecting email addresses, choose Next to complete the appointment.

6. Choose Complete.

7. After the appointment is completed, choose the Sync icon to update the host system with the completed 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.