Adding an Attachment to a Job Appointment

Add an Attachment to an Appointment

These procedures discuss attachments that are associated with existing service/job appointments. You can take photos or record videos to add to service/job appointments, or attach existing images and files.  See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select Appointments and select an appointment).
2. Select More and then select the Attachments  tab.
3. Select Add . 
4. Enter a description for the attachment.
5. Select the File  tab, and then select the menu  icon.
6. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
7. Select Save . After you attach a file, the file description and type are shown on the Attachments tab for the appointment.

View or Change an Attachment on an Appointment

You can view and mark up attachments that originate in Service Management, Job Cost, or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you select the Attachments tab. See Additional attachment options in MobileTech that are available after you have added the attachment.

1. Select Appointments and select an appointment).
2. Select More, and then select the Attachments tab. 
3. Select an attachment.
   • Select More to see information about the file. You can change the description of the attachment and then save the changes.
   • Select Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
4. Save the changes.