Complete tasks for a service call

You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call. To easily go to other tasks from the Tasks tab, choose Previous or Next.

Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed.

Choose Service Calls. Select a service call, choose More, and then choose the Tasks tab.

A list of the tasks that you're scheduled to complete for the service call is displayed. At the top of the pane, you can filter service call tasks to view and select information in the following formats. Tasks that are displayed by hierarchy are listed in the order in which they were entered in Service Management.
- - All Open Tasks (hierarchy) – View only open tasks for a service call by sublocation, then equipment, and then the task list.
  - All Tasks (hierarchy) – View all tasks for a service call by sublocation, then equipment, and then the task list. This is the default view.
  - All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.
Depending on the MobileTech setup, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can choose Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View task materials and Create inventory transactions for task materials.
You can complete a group of tasks or an individual task:
- To complete a group of tasks, select the sublocation, equipment, or task list above the tasks and choose Complete. When a message appears to confirm the completion of all tasks under the selected entity, choose Yes. The status of the tasks changes to Complete.
  
  When you complete a task, all subtasks for the task are also completed.
- To reopen a group of tasks, select the sublocation, equipment, or task list above the tasks and choose Reopen. When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes. The status of the tasks changes to the default task status.
  
  If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list.
- To work with an individual task, select the task. The information that is displayed for the task depends on the filter that you selected in step 1. If you're viewing all tasks with hierarchy information displayed, you can select the task under Sublocation, Equipment, or Task List.
  - If you select an individual task from the list of tasks, depending on the status of the task, you can reopen the task, complete it, or choose More to update information for the task, such as the status or completion date. The status of the task changes to the default task status if you choose Reopen, and to Complete if you choose Complete.
  - After you complete a task, you can close the pane, choose Next to go to the next task, or choose Previous to return to an earlier task.
To work with subtasks, select a task, choose More, and then choose the Subtasks tab. When you select a subtask, depending on the status of the subtask, you can choose Complete, Reopen, or More. If you choose More, you can change the completion date, if needed. You can also change the status of the subtask.
When you finish changing the subtask information, close the pane or use the Previous and Next buttons to work with other tasks.
When you finish all the tasks for a service call, choose the Save icon. A checkmark is displayed next to each task to indicate that it's completed.