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Installation & Administration Guide
Installation & Administration Guide
- Documentation Reviewer
- Kimberly Onnen
Owned by Documentation Reviewer
MobileTech 2023 (9.5) Installation & Administration Guide.pdf
- Introduction
- Installing or Upgrading MobileTech
- Setting up MobileTech
- Add Resco Cloud User to SQL Server Reporting Services
- Set up Distributed Transaction Coordinator (DTC)
- Setup Password Complexity and Lockout Policy
- Increase the Maximum Size of the MobileTech Event Log (optional)
- Menu Navigation Overview
- Launching MobileTech Admin
- Create a Cleanup Job for the Middle-tier Database
- Set Up MobileTech Options
- Set up Attachment Extensions
- Set up Customer Options for Field Invoicing and Field Payments
- Set up Report Email Options
- Set up TimeTrack Batch Options
- Set Up New Users
- User Role Maintenance
- Switching Companies
- Set Up Additional Companies
- Set up MobileTech on a Client Device
- Map Unbilled Activities to General Ledger Accounts
- Enter the Google Maps API Key
- Setting Up Woodford (optional)
- Add Support Email Address (optional)
- Adding Purchase Orders' PO Lines to Home Screen (optional)
- Automatically Free Up Unused/Inactive Licenses (optional)
- Edit Time Entry Minute Increment (optional)
- Enable Flexible Forms (optional)
- Enable Mobile Auditing (optional)
- Enable Service Call Creation for Inactive Customers and/or Inactive Locations
- Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
- Filter Service Call Types (optional)
- How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
- Set Technician Passwords with Admin Console (optional)
- Set the Fetch Limit (optional)
- Set Up the MobileTech Inspection Manager (optional)
- Set up the Sync Date Filters (optional)
- Turn Off Appointment Creation (optional)
- Turn Off Service Call Creation (optional)
- Turn Off Technician Activity Creation from Calendar (optional)
- Use the GP Australia Telephone Number Format (optional)
- Using Sync Dashboard (optional)
- Setting Up Information in Microsoft Dynamics GP
- Set up TimeTrack
- Set up Attachments to be Sent to Technicians
- Give Technicians Access to Inventory Items
- Set up Billable and Unbillable Pay Codes
- Set up Resolution Note Snippets
- Assign Items to Vendors and Create Records for Unknown Vendors
- Give Technicians Access to Vendors
- Verify Mobile Vendor Setup for Drop-Ship Purchase Orders
- Verify Signature Document Attachments Setup
- Set up and Use Work Crews for Appointments
- Set Up Job Safety Audit (JSA) Information
- Set Up Sublocations for Barcoding
- Setting Up XOi Deep Linking (optional)
- Working with Resco Inspections (optional)
- Enable Job Safety Analysis (optional)
- Import Templates to Resco Inspections (optional)
- Woodford Roles Overview
- Limit Inspections to Technician Teams and/or Branches (optional)
- Set Up Email Options for an Inspection Report (optional)
- Enable the Tree View Folder Structure for Inspections (optional)
- Updating the Available Views (Optional)
- Import Questions from Images/PDF Documents (optional)
- Inspection Validation During Appointment Validation Check (optional)
- Adding Your Logo to an Inspection Report
- Completing Administrative Tasks and Procedures
- Information Processing in Microsoft Dynamics GP
- Troubleshooting