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Complete the Summary tab for a job appointment
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Complete the Summary tab for a job appointment

Owned by Kimberly Onnen
Feb 28, 2024
1 min read

  1. On the Summary tab, review the details that you entered for this appointment. After the appointment is completed, you can't enter additional information about this appointment on your mobile client 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 your device. If there are billable transactions on the appointment, a timesheet is automatically sent to you when you sync.