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Work With an Existing Job Appointment

Work With an Existing Job Appointment

You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech. Depending on your company's setup, you may need to complete a Job Safety Analysis.

  1. To work with an existing appointment, you can access a job’s appointment from one of the following methods:

    • From the home screen, select Jobs. Select the job and then select View Appts to view the appointments for the job.

    • From the home screen, select Appointments to view all appointments on the device.

  2. Select the appointment and select More. Use these tabs to view additional information.

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Description

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Description

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Appointments
Displays a list of appointments associated with the service call.

Change Orders
You can enter change orders that apply to a job, and you can also assign specific cost codes to individual change orders.

Map
If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map.

If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates.

Notes
View notes that are associated with a job appointment including appointment, change order, cost code, and job notes. Depending on the MobileTech setup, you might not be able to change an existing note. 

Attachments
You can add attachments, such as documents and images, to service calls, service and/or job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call, appointment, or task in MobileTech.

Related
Select to view a list of other technicians scheduled for the same job. After accessing this view, select the Redisplay icon. The list displays only the appointments in the selected date range. The default date range is +/- 1 day. You can select any date range, however, be aware the larger the range the longer it may take to retrieve the data.

You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.