Setting up Equipment | WennSoft Documentation

Enable the Automatic Timesheet Generation After Job Appointment Completion (Optional)
Filter Service Call Types (Optional)
Enable Multi-Factor Authentication
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)
Use the Sync Dashboard (Optional)
Enable Replacement Parts Tab for All Calls (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 Assign 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)
Update the Available Views (Optional)
Import Questions From Images/PDF Documents (Optional)
Inspection Validation During Appointment Validation Check (Optional)
Add Your Logo to an Inspection Report

Completing Administrative Tasks and Procedures

Access Resco Cloud Dashboard
Manage MobileTech Integration User
Manage Resco Administrator Account
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity

Information Processing in Microsoft Dynamics GP

Approve/Reject Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Drop Ship Purchase Order Receipts
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing

Troubleshooting

Callback Error
Certificate Authority is Invalid or Incorrect
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech with Inspections Validate Failed Error
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
Resco's New Login Experience
Windows SmartScreen is blocking the installation.

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Notes
Attachments

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Updating GPS Coordinates
Request Service History for a Location

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials

Inspections

Appointments

Create or Change an Appointment
Complete a Service Appointment
View Related Appointments
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Add an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis
Create or Edit Location Contacts
Set an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collect the Signature for the Field Invoice Report
Collect Payments From Customers

Jobs and Job Appointments

Work With an Existing Job Appointment
Complete a Job Appointment
Edit a Job Appointment
Enter and Edit Change Orders for Jobs
Complete the Summary Tab for a Job Appointment
Create a Job Appointment

Purchase Orders

Receive Items From a Drop-Ship Purchase Order
Create a Purchase Order
Change or Delete a Purchase Order Line
View a Service Management Purchase Order

Equipment

Create or Change an Equipment Record

Working with Sublocations

Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record

Time Entry

Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entry for Job Labor w/o Appointment
Save Time Entries and Generate the Employee Time Sheet Report
Submit Time Entries for Manager Approval
Update Rejected Time Entries

PDF Downloads

MobileTech 6.0

Release Notes
Installation & Administration Guide

MobileTech Help

Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options

Synchronization

Syncing with the host system
Resolving sync issues
Clearing the error log

MobileTech setup on a mobile device

Setting up technician preferences on a mobile device
Setting up default pay codes

Customers and locations

Working with customers
Working with locations
Updating GPS coordinates
Request service history for a location
Create a note

Service Calls

Working with service calls
Create or change a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service calls and task attachments
Create a note for service calls

Appointments

Working with appointments
Create or change an appointment
Complete an appointment
Enter a labor transaction before completing an appointment
Enter a travel transaction before completing an appointment
Enter an expense transaction before completing an appointment
Enter an inventory transaction before completing an appointment
Adding an XOi attachment before completing an appointment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Signatures tab
Complete the Summary tab
Complete a job safety audit
Create a note for appointments

Field invoices and customer payments

Before you generate a field invoice
Generate a field invoice for an appointment
Collect payments from customers

Job Appointments

Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment

Equipment

Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes to update and locate equipment and inventory information
Enter a meter reading
Create or edit a refrigerant tracking record
Create a note for equipment

Purchase Orders

Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order

Timesheets

Create timesheet entries
Save timesheet entries and generate the Employee Time Sheet Report

PDF Downloads

MobileTech 8.5

Readmes

Readme

Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Known Resco Issues

Readme Service Pack 1
Readme Service Pack 2

Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources

Control Definitions

Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)

Setting up MobileTech

Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)

Set up MobileTech Administration

Menu Navigation Overview
Launching MobileTech Admin
Create a cleanup job for the middle-tier database

Set Up MobileTech Options

MobileTech Global Settings
MobileTech Company-Specific Settings
Report Settings
Mobile Device Global Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings

Set up Additional Options

Set up attachment extensions
Set up customer options for field invoicing and field payments

Set up report and email options

Optional: Add call, appointment, and location information to email subject lines and attachment names
Optional: Specify which report attachments sync to devices

Set up TimeTrack batch options

Set Up New Users

Add a MobileTech user
Import multiple MobileTech users
Load Data

User Role Maintenance
Switching Companies
Set Up Additional Companies

Import the MobileTech Woodford Project

Set up MobileTech on a Client Device

First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing

Setting up Woodford Options (optional)

Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date filters (optional)
Enter the Google Maps API key (optional)
Enable Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Enable Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Filter Service Call Types (optional)
Add Synchronization Prompt (optional)

Setting up Information in Microsoft Dynamics GP
Setting up XOi Deep Linking (optional)

Using MobileTech

Completing Administrative Tasks and Procedures

Access Resco Cloud Dashboard
Change a Resco Administrator Password
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity

Information processing in Microsoft Dynamics GP

Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Process Drop Ship Purchase Order Receipts
Process Contact Management
Approving/Rejecting Timesheets

Sync Error Troubleshooting

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Request Service History for a Location
Updating GPS Coordinates

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create Inventory Transactions for Task Materials
Work with Service Call, Equipment, and Task Attachments
Create a Service Call from BOB Dashboard or Tab

Inspections

Appointments

Create or Change an Appointment
Complete an Appointment
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Adding an XOi Attachment
Time In and Out of Appointments
Enter Work Crew Activity
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis Inspection
Create or Edit Location Contacts
Create a Note
Setting an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collecting the Signature for the Field Invoice Report
Collect Payments from Customers

Job Appointments

Edit Job Appointments
Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment

Equipment

Create or Change an Equipment Record
Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record

Purchase Orders

Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order

Time Entry

Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Timesheet Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries

BOB Dashboard and Tabs

PDF Downloads

Signature 2022

What's New

Readme

Signature Installation
Compatibility
Incompatibility
New Features
Issues Fixed
Installation Notes

System Requirements

System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements

Additional Module Requirements

Registration Service and Portals
Customer Portal
Schedule
MobileTech
Clock

Support Information

Installation and Upgrade

Viewing System Requirements

Installing Signature

Before Installation

Server and Client Installation

Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access

Client Only Installation

Upgrading Signature

Before Upgrading

Upgrading on a Server and Client

Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access

Upgrading on a Client Only
After Upgrading

Signature SSRS Report Setup

Product Registration Keys Installation

Technical Notes and Troubleshooting

Uninstalling Signature
Additional Information
Installing Service Call Auditing

Signature Help

Posting Flow Documents
Web Client Incompatibilities
MobileTech Setup Information in Microsoft Dynamics GP

MobileTech Information Processing

Process MobileTech and Schedule Purchase Orders
Process Inventory and Non-Inventory Item Transactions
Process Field Invoices and Payments
Process Contact Management
Process Additional Work Requests for a Technician
Approving/Rejecting Timesheets

Service Management

Service Management Introduction

Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management

Service Management Core

Core Module Setup

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields

Setting Up Lookup Window Data

Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes

Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management

Using the Service Manager Window

Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls

Setting up Service Classes
Using Global Filters
Working with Customer Records
Using Temporary Customers

Using Contact Management

Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

Working with Location Records

Working with Equipment Records

Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button

Working with Building Records

Working with Service Calls and Appointments

Creating Service Calls with One Appointment

Assigning Equipment to a Service Call

Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call

Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transferring Costs and Billing from a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit

Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Reminder Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions

Working with Time Zones

Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference

Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources

Advanced Document Management

Maintenance Contracts

Maintenance Contract Setup

Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance

Setting up Maintenance Task Codes and Task Lists

Working with Task Codes

Creating or Editing a Task Code
Setting up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup

Working with Task Lists

Creating a Task List Type
Creating or Editing a Task List
Setting up Task List Hierarchy
Copying a Task List

Assigning Tasks and Task Lists

Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report

Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup

Creating a Maintenance Contract

Working with Contract Revenue and Costs

Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue

Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract

Creating Maintenance Contract Invoices

Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing

Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures

Renewing Maintenance Contracts

Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals

Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History

Maintenance Contract Quotes

Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List

Master Contracts

Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts

Using Service Level Agreements (SLA)

Printing Service Level Reports

Multicurrency Management

Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts

Sales Order Processing (SOP) Invoicing

Choosing SOP Invoicing Options
Using SOP Invoicing

Tracking Warranty Transactions Through SOP

Setting up Warranty Transactions Through SOP
Creating Warranty Transactions

Service Call Quotes

Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote

Service Invoicing

Service Invoicing Setup

Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated

Creating a Pricing Matrix

Regular Pricing Matrix
Extended Pricing Matrix

Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates

Creating Invoices

Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech

Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos

Using Microsoft Dynamics GP Purchase Order Processing with Service Management

Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls

Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing

Utility Procedures

Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data

Job Cost

Job Cost Introduction

Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC

Job Cost Setup

Signature Job Cost Setup Checklists

Setting up the Core Job Cost System

Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects

Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost

Setting up Payroll for Job Cost

Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes

Setting up Rate Classes for Union Payroll

Over-Scale Pay Rate Support for Unions

Prevailing Wage and Fringe Rate Calculation

Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Job Cost

Advanced Document Management in JC
Job Estimates

Job Maintenance

Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job

Working with Job Revenue Performance Obligations

Creating Revenue Codes
Assigning Cost Codes to Revenue Codes

Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition

Job Transactions

Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost

Using Sales Order Processing

Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP

Tracking Warranty Part Transactions through SOP

Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction

Entering Payroll Transactions in Job Cost

Processing Payroll with Union Rate Classes (optional)

Entering Job Transactions

Entering Job Transactions by Labor Rate and Employee

Entering Job Invoices

Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Generating Invoices for Retention
Entering Scheduled Billing Information

Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices

Job Status

Editing Revenue Performance Obligations

Viewing Job Status Information

Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)

Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method

Working with Reminder Notes

Multicurrency Management for Job Cost

Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices

Subcontractor

Setting up the Subcontractor Feature
Using the Subcontractor Feature

Advanced Subcontractor

Using the Advanced Subcontractor Feature

Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements

Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature

Project Level

Using the Project Status Inquiry Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports

Billing Project Allocated Revenue and Cost Plus Billing Projects

Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects

Project Manager’s Advisor

Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports

Closing and History

Closing Procedures

Closing a Job

What's New with Closing a Job

Closing a Period or Month
Closing a Year

Viewing Job History

Utilities
WIP Reconciliation Tool

TimeTrack

TimeTrack Introduction

Buttons, Symbols, and Indicators

Setting Up TimeTrack

Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)

Using TimeTrack

About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature

Exporting TimeTrack Data to a Third-Party Payroll Module

Correcting Commit Errors and Re-Creating the Export File

Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility

Manager Approval of Time Card Transactions

Using the Manager Approval Feature
Setting up the Manager Approval Feature

Document Attachments for TimeTrack

Setting up the Document Attachments Feature
Using the Document Attachments Feature

Reports

SSRS Reports

Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference

Service Management SSRS Reports

Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports

Job Cost SSRS Reports

Application for Payment
AR Retention Trial Balance
Closed Jobs
Custom SSRS Job Cost Reports
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Cost Transactions Not in GL
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
Job WIP Reconciliation

TimeTrack SSRS Reports

Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet

Equipment Management SSRS Reports

Rental Agreement, Booking, and Invoice Reports

Rental Agreement

Rental Agreement Standdown Lines (Subreport)

Rental Line Agreement
Rental Booking

Rental Invoice

Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)

Rental Line Invoice

Equipment Attributes

Equipment Profit and Loss

Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details

Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Utilization
Scheduled Maintenance Forecast

Shared SSRS Reports

Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability

SSRS Report Templates

Configuring a Report

Signature Report Templates

Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot

Charts and Key Performance Indicators (KPIs)

Dexterity Reports

Configuring System Reports

WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table

Job Cost Dexterity Reports

Estimate Worksheet
Printable Notes

Job Reports

Backlog by Period
WIP
Audit Billing
Audit Cash Receipts
Audit Costs
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Status Report
Job Summary
Job Unposted Cost
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Project Status
Quantity Variance

Job Cost Edit Lists
Billing Reports

Sorted Reports

Division Reports
Project Manager Reports
Project Number Reports

Labor Reports
Setup Reports
History Reports
Subcontractor Reports

Service Management Dexterity Reports

General Reports

Printable Notes Report
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups

Lookup Reports

Customer Window Lookups Report
Equipment Window Lookups Report
Service Call Window Lookups Report
Maintenance Contract Types List
Maintenance Task Codes Report
Task Code Task Lists Report
Maintenance Tasks by Equipment Type Report
All Lookup Reports

Mobile Purchase Order

Service Reports

Inventory Adjustments Edit List
WIP Dexterity Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
Contract Mass Renewal Reports

Maintenance Reports

Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings

Using SmartList Objects

Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference

Alternate Windows and Reports Manager

AWARM Overview
Installing AWARM
Setting up AWARM
Using AWARM
Alternate Windows

Signature Utilities

Signature Utilities Introduction

Signature Utilities Setup

Launching Signature Utilities
Setting up Signature Utilities

Signature Import Utility

Preparing to Import Files
Creating the Import File
Update to Change Order Rules

Using the Import Utility

Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility

File Maintenance Utilities

Job Cost File Maintenance Utilities

Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility

Signature File Maintenance Utilities

SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility

Service Management File Maintenance Utilities

Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility

Field Definitions

Warehouse File Names

Service Management Field Definitions

Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File

Job Cost Field Definitions

Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File

SmartConnect Integration Manager

Installing Integration Manager
Signature Nodes Reference

Signature Integration Technical Reference

k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate

PDF User Guides

Schedule 4

Schedule 4.0.31 Service Pack Readme

Schedule Readme and Installation Guide

New Features & Fixes
System Requirements
Installing Schedule
Upgrading Schedule
Uninstalling Schedule

Schedule User Guide

Overview

Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Filtering and sorting in Schedule
Locating a record using Find
Viewing your user profile
Changing your Schedule password
Logging out of Schedule

Setting up Schedule

Administration setup

Processing requests
Setting up users
Working with roles

General setup

Setting up company options
Setting up global options

Map View setup

Setting up vehicles
Setting up mapping options
Setting up resource options

Report setup
Email notification setup

Using the Schedule Board

Double-booking and appointment conflicts
Changing the schedule board view
Changing companies

Working with appointments and service calls

Using the Appointment Wizard
Making appointment changes on the schedule board
Viewing/editing job appointment details
Viewing/editing service appointment details
Viewing/editing the service call
Viewing service call timestamps
Viewing appointment history
Viewing service call tasks
Notifying customers via email
Creating additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the date/time picker

Reschedule a block of appointments
Split a block of appointments
Delete a block of appointments

Working with resources

Viewing resource details
Unscheduling/unassigning resources
Identifying over-allocated resources
Creating a resource activity
Viewing/changing resource activities

Viewing reports
Working with notes and attachments

Working with the Job Panel

Printing the Job Schedule by Cost Code report

Using the Customer Hub

Viewing the Customer tab
Viewing the Location tab
Viewing the Open Appointments tab
Viewing the Service Calls tab
Viewing the Equipment tab
Working with the Contacts tab
Viewing the Contracts tab
Viewing the Jobs tab
Creating a new customer
Creating a new service call
Creating a new location

Using the Map View

Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
Viewing unscheduled/unassigned appointments on the map
Using drawing tools on the map

Troubleshooting

Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was not successful for <service call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule board isn't updating
Resource has an invalid current location

PDF Downloads

Signature Agent 2023

Release Notes

Installation and Administration Guide

Requirements and Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration

Working with Event Trigger Notifications

Working with Event Triggers
Mappable Fields and Labels
Setting up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Restoring Default Triggers

Working with Advanced Communications

Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications

Sending Email Requests to Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration

Equipment Management 2018 R4

Readme

Installing Signature Equipment Management
Compatibility
Installation Notes
Equipment Management Fixes

Installation and Upgrade

Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting

Equipment Management

Equipment Management Introduction

Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes

Equipment Manager Module

Signature Setup Checklists

Setting up the Equipment Manager Module

Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Labeling User-Defined Fields

Setting up and Using Document Management

Setting up Physically Stored Document Attachments
Using Document Management

Setting up Equipment

Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations

Setting Up and Using Equipment SmartLists

Equipment Hierarchy

Setting up the Hierarchy feature
Creating a Hierarchy
Using the Hierarchy Functionality
Equipment Hierarchy Transactions

Equipment Management Reports
Using Equipment Manager

Equipment Manager Procedures

Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment

Customer Center

Setting up Customer Center
Viewing Data
Creating Transactions

Utility Procedures in EM

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Viewing the Equipment Inquiry

Integration with Service Management

Updating the EM Record When Equipment Is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management

Profitability Analysis Module

Setting up the Profitability Analysis Module

Setting up equipment profitability
Creating analysis cost groups
Entering profitability budgets

Profitability Reports

Creating profitability setup report options
Printing profitability setup reports
Creating profitability analysis report options
Printing profitability analysis reports

Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries

Purchasing Module

Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window

Sales Module

Setting up the Sales Module

Using the Sales Module

Creating Sales Documents
Creating a Sales Batch

Finance Leasing

Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice

Sales Reports

Advanced Rental Module

Advanced Rental Module Setup

Setting up Rental Agreements
Setting up Rental Bookings

Rental Account Distributions

About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions

Setting up Roll Forward Invoicing

Setting up Customer and Address Additional Information

Customer Insurance Details
Customer Rental Information
Additional Address Information

Rental Bookings

Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window

Rental Agreements

Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines

Rental Invoices

Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry

Taking Equipment Off Rent
Completing an Agreement and Sending It to History

Renting Equipment to a Job

Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement

Vehicle Readings

Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window

Transport Module

Setting up the Transport Module

Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks

Using the Transport Module

Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices

Viewing Transport Inquiries

Scheduled Maintenance Module

Setting up the Scheduled Maintenance Module

Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management

Using the Scheduled Maintenance Module

Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance

Scheduled Maintenance Reports

PDF Downloads

Job Import

Overview

Installing Job Import

System Requirements
Before You Install Job Import
Installing Job Import on a Server and Client
Installing Job Import on a Client Only
After Installing Job Import

Setting Up Job Import
Using the Job Import Worksheet
Adding More Fields for a Custom Spreadsheet
Troubleshooting
Job Import Readme

Equipment Management 18.05b07

What's New

Readme

Installation
Compatibility
Installation Notes
New Feature
Issues Fixed

Installation & Upgrade

Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting

Equipment Management

Equipment Introduction

Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions

Equipment Manager

Signature Setup Checklists

Setting up Equipment Manager

Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity

Setting up and Using Document Management

Setting up Physically Stored Document Attachments
Using Document Management

Setting up Equipment

Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations

Setting Up and Using Equipment SmartLists

Equipment Hierarchy

Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions

Equipment Management Reports
Using Equipment Manager

Equipment Manager Procedures

Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment

Customer Center

Setting up Customer Center
Viewing Data
Creating Transactions

Utility Procedures in EM

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Viewing the Equipment Inquiry

Integration with Service Management

Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management

Profitability Analysis

Setting up the Profitability Analysis Module

Setting up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets

Profitability Reports

Working with Profitability Setup Reports
Working with Profitability Analysis Reports

Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries

Purchasing

Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window

Sales

Setting up the Sales Module

Using the Sales Module

Creating Sales Documents
Creating a Sales Batch

Finance Leasing

Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice

Sales Reports

Advanced Rental

Advanced Rental Module Setup

Setting up Rental Agreements
Setting up Rental Bookings

Rental Account Distributions

About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions

Setting up Roll Forward Invoicing

Setting up Customer and Address Additional Information

Customer Insurance Details
Customer Rental Information
Additional Address Information

Rental Bookings

Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window

Rental Agreements

Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines

Rental Invoices

Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry

Taking Equipment Off Rent
Completing an Agreement and Sending It to History

Renting Equipment to a Job

Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement

Vehicle Readings

Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window

Transport

Setting up the Transport Module

Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks

Using the Transport Module

Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices

Viewing Transport Inquiries

Scheduled Maintenance

Setting up Scheduled Maintenance

Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management

Using the Scheduled Maintenance Module

Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance

Scheduled Maintenance Reports

Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports

PDF Downloads

WennSoft Service

Release Notes

Known Issues

Minimum Requirements

Settings

Service Settings
Users

User Security Roles

Access Security Roles
WennSoft Security Roles
Access Levels and Privileges

Resources

Work Hours Template

Resource Pay Types
Employees

Service Call Settings

Service Call Types
Problem Types
Priorities
Service Call Substatuses

Sales/Inventory

Price Lists
Products

Equipment Settings

Equipment Types
Manufacturers

Posting Groups

Dimensions

Create Dimensions in Business Central
Set Up Default Dimensions
Assign General Ledger Accounts

Greenshades Payroll Integration

WennSoft Greenshades Settings
Employee Setup for Greenshades Integration
Payroll Processing

Customers and Locations
Vendors
Contacts

Service Calls

Products and Services
Statuses and Substatuses
Travel Hours and Travel Miles Costs
Service Call and Appointment History

Appointments
Purchase Orders

Equipment

Functional Locations

Time Entries
Invoicing

Reports

Service Call Summary Report
Service Call Cost Audit Report

Schedule 2023 (6.0)

What's New in Schedule Fall 2023

Release Notes

09/24 Readme
05/24 Readme
04/24 Readme
02/24 Readme for Time Compatibility
01/24 Readme for Time Compatibility (Signature 2023)

11/23 Fall 2023 Release Readme

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
New Features
Issues Fixed

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Filtering and Sorting Data

Setting Up Schedule

Administration Setup

Setting up Users
Working with Roles
Processing Requests
Setting up XOi Integration
Setting Up Resource Options

General Setup

Setting up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting up Global Options

Map View Setup

Geocoding Service Locations and Technician Locations

Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations

Setting Up Vehicles
Setting Up Mapping Options

Report Setup
Email Notification Setup

Schedule Configuration (optional)

Schedule Metadata

Grid Configuration

Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js

Building Optimization Broker Settings

Using the Schedule Board

Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working with Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working with Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports

Working with the Job Panel

Printing the Job Schedule by Cost Code report

Working with Purchase Orders
Working with Notes and Attachments

Using the Customer Hub

Working with Customers

Viewing the Customer Tab
Creating a New Customer

Working with Locations

Viewing the Location Tab
Creating a New Location

Working with Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Working with the Contracts Tab
Viewing the Jobs Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Troubleshooting

Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
Error Occurred During the Registration Check

PDF Downloads

Schedule 2025

What's New - September 2025

Release Notes

Readme - Fall 2025

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
Issues Fixed
New Features

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Accessing Your Profile and User Settings
Changing Your Schedule Password
Logging Out of Schedule

Setting Up Schedule

Administration Setup

Setting Up Users
Working With Roles
Setting Up Resource Options
Processing Requests
Setting Up XOi Integration

General Setup

Setting Up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting Up Global Options

Map View Setup

Setting Up Mapping Options

Geocoding Service Locations and Technician Locations

Setting Up Geocoding for Technician Starting Locations
Setting Up Geocoding for Service Locations

Setting Up Vehicles

Report Setup
Email Notification Setup

Additional Schedule Configuration

Example: endPoint List
Schedule Metadata
Example: Modified schedulerControl.js
Example: Additional User-Defined Fields

Grid Configuration

User-Defined Field Configuration
Grid Column Formatting
Column Filtering
Setting Up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Adding a Column to a Grid

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Service Call Description with a Label
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: Appointment Property List

Building Optimization Broker Settings
Automatically Reset Technician Starting Locations

Using the Schedule Board

Double-Booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working With Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Working With Job Appointment Details
Working With Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working With Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-Allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports
Working With Notes and Attachments

Working With the Job Panel

Printing the Job Schedule by Cost Code Report

Working With Purchase Orders

Using the Customer Hub

Working With Customers

Viewing the Customer Tab
Creating a New Customer

Working With Locations

Viewing the Location Tab
Creating a New Location

Working With Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working With the Contacts Tab
Working With the Contracts Tab
Viewing the Jobs Tab
Viewing the Invoicing Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Using the Service Monitor

Troubleshooting

Appointment Start Date Field Is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Error Occurred During the Registration Check
Geocode Was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Resource Has an Invalid Current Location
Schedule Board Isn’t Updating

PDF Downloads

Signature 2023

Signature Help

Posting Flow Documents and Table Changes
Web Client Incompatibilities

MobileTech Setup 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

MobileTech Information Processing

Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process MobileTech and Schedule Purchase Orders

Fall 2023 What's New

Release Notes

November 2025 - Refrigerant Tracking Compliance Requirements Update

November 2023 Readme

Signature Installation
Compatibility
Incompatibility
Installation Notes
Bug Fixes
New Features

Installation and Upgrade

Viewing System Requirements

Installing Signature

Before Installation

Server and Client Installation

Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access

Client Only Installation

Upgrading Signature

Before Upgrading

Upgrading on a Server and Client

Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access

Upgrading on a Client Only
After Upgrading

Signature SSRS Report Setup
Uninstalling Signature
Additional Information
Installing Service Call Auditing

Product Registration Keys Installation

Technical Notes and Troubleshooting

System Requirements

System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements

Additional Module Requirements

Web Server (IIS)
Customer Portal
Schedule
MobileTech

Service Management

Service Management Introduction

Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management

Service Management Core

Core Module Setup

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields

Setting Up Lookup Window Data

Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Vehicles

Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management

Using the Service Manager Window

Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls

Setting up Service Classes
Using Global Filters
Working with Customer Records
Using Temporary Customers

Using Contact Management

Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

Working with Location Records

Working with Equipment Records

Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button

Working with Building Records

Working with Service Calls and Appointments

Assigning Equipment to a Service Call

Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call

Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transferring Costs and Billing from a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit
Creating Service Calls with One Appointment

Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Reminder Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions

Working with Time Zones

Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference

Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources

Advanced Document Management

Maintenance Contracts

Creating a Maintenance Contract

Working with Contract Revenue and Costs

Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue

Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures

Renewing Maintenance Contracts

Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals

Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History

Creating Maintenance Contract Invoices

Editing and Adding Individual Billing Notes
Creating Invoices for a Closed Period
Third-Party Contract Invoice Billing

Maintenance Contract Setup

Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance

Setting up Maintenance Task Codes and Task Lists

Working with Task Codes

Creating or Editing a Task Code
Setting up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup

Working with Task Lists

Creating a Task List Type
Creating or Editing a Task List
Setting up Task List Hierarchy
Copying a Task List

Assigning Tasks and Task Lists

Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report

Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup

Troubleshooting Contracts

Master Contract Renew Button Grayed Out
Reconcile Button Missing on Maint. Contract Revenue/Costs Windows

Maintenance Contract Quotes

Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List

Master Contracts

Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts

Using Service Level Agreements (SLAs)

Printing Service Level Reports

Multicurrency Management

Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts

Sales Order Processing (SOP) Invoicing

Choosing SOP Invoicing Options
Using SOP Invoicing

Tracking Warranty Transactions Through SOP

Setting up Warranty Transactions Through SOP
Creating Warranty Transactions

Service Call Quotes

Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote

Service Invoicing

Service Invoicing Setup

Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated

Creating a Pricing Matrix

Regular Pricing Matrix
Extended Pricing Matrix

Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates

Creating Invoices

Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech

Recording Payments Using the On Account Feature
Printing and Posting Invoices

Using Microsoft Dynamics GP Purchase Order Processing with Service Management

Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls

Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Creating Credit Memos

Utility Procedures

Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data

Job Cost

Job Cost Introduction

Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC

Job Cost Setup

Signature Job Cost Setup Checklists

Setting up the Core Job Cost System

Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects

Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost

Setting up Payroll for Job Cost

Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes

Setting up Rate Classes for Union Payroll

Over-Scale Pay Rate Support for Unions

Prevailing Wage and Fringe Rate Calculation

Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products

Advanced Document Management in JC
Job Estimates

Job Maintenance

Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Creating a Job Record

Working with Job Revenue Performance Obligations

Creating Revenue Codes
Assigning Cost Codes to Revenue Codes

Job Transactions

Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost

Using Sales Order Processing

Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP

Tracking Warranty Part Transactions through SOP

Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction

Entering Payroll Transactions in Job Cost

Processing Payroll with Union Rate Classes (optional)

Entering Job Transactions

Entering Job Transactions by Labor Rate and Employee

Entering Job Invoices

Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Entering Scheduled Billing Information
Generating Invoices for Retention

Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices

Job Status

Editing Revenue Performance Obligations

Viewing Job Status Information

Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)

Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method

Working with Reminder Notes

Multicurrency Management for Job Cost

Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices

Subcontractor

Using the Subcontractor Feature
Setting up the Subcontractor Feature

Advanced Subcontractor

Setting up the Advanced Subcontractor Feature

Using the Advanced Subcontractor Feature

Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements

Adding Subcontractors to a Job Record

Project Level

Using the Project Status Inquiry Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports

Billing Project Allocated Revenue and Cost Plus Billing Projects

Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects

Project Manager’s Advisor

Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports

Closing and History

Closing Procedures

Closing a Job
Closing a Period or Month
Closing a Year

Viewing Job History

Utilities
WIP Reconciliation Tool

TimeTrack

TimeTrack Introduction

Buttons, Symbols, and Indicators

Setting Up TimeTrack

Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)

Using TimeTrack

About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature

Exporting TimeTrack Data to a Third-Party Payroll Module

Correcting Commit Errors and Re-Creating the Export File

Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility

Manager Approval of Time Card Transactions

Using the Manager Approval Feature
Setting up the Manager Approval Feature

Document Attachments for TimeTrack

Setting up the Document Attachments Feature
Using the Document Attachments Feature

Reports

SSRS Reports

Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference

Service Management SSRS Reports

Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS Reports
Job Safety Audit (2013)

Job Cost SSRS Reports

Job Closing Preparation
Job RPO Profit and Loss
Job Profit and Loss
Job Committed Costs
Job Percentage of Completion
Job Plan
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Custom SSRS Job Cost Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Invoice
Job Lien Waiver
Job Profit and Loss Key Performance Indicator
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance

WIP Reports in Job Cost

GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation

Union Report

TimeTrack SSRS Reports

Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet

Equipment Management SSRS Reports

Equipment Attributes

Equipment Profit and Loss

Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details

Rental Agreement, Booking, and Invoice Reports

Rental Agreement

Rental Agreement Standdown Lines (Subreport)

Rental Line Agreement
Rental Booking

Rental Invoice

Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)

Rental Line Invoice

Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Utilization
Scheduled Maintenance Forecast

Shared SSRS Reports

Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability

SSRS Report Templates

Configuring a Report

Signature Report Templates

Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot

Charts and Key Performance Indicators (KPIs)

Dexterity Reports

Configuring System Reports

WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table

Job Cost Dexterity Reports

Estimate Worksheet
Printable Notes

Job Reports

Audit Costs
Audit Cost Variance
Current Year - Contracts Closed
Current Year - Contracts in Progress
Estimate Analysis
Estimate Cost Variance
Job Reference
Job Unposted Cost
Payables Aged Trial Balance (JC)
Quantity Variance
Backlog
Backlog by Period
Change Order Summary
Committed Costs
Job Analysis Report
Job Posted Cost
Job Schedule
Job Status Report
Audit Billing
Audit Cash Receipts
WIP
Costs by Period
Current Contract
Detail Codes List
Job Summary
Profit and Loss
Profit and Loss by Period
Projected Variance
Project Status

Job Cost Edit Lists
Billing Reports

Sorted Reports

Division Reports
Project Manager Reports
Project Number Reports

Labor Reports
Setup Reports
History Reports
Subcontractor Reports

Service Management Dexterity Reports

General Reports

Customer Locations Report
Customer Report
Equipment at Location

Lookup Reports

Customer Window Lookups Report
Equipment Window Lookups Report
All Lookup Reports
Maintenance Contract Types List
Maintenance Task Codes Report
Maintenance Tasks by Equipment Type Report
Service Call Window Lookups Report
Task Code Task Lists Report

Printable Notes Report
Mobile Purchase Order
Contact ID Report
Invalid Labor Rate Groups

Service Reports

Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Contract Mass Renewal Reports
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Inventory Adjustments Edit List
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports

Maintenance Reports

Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings

Using SmartList Objects

Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference

Alternate Windows and Reports Manager

AWARM Overview
Installing AWARM
Setting up AWARM
Using AWARM
Alternate Windows

Signature Utilities

Signature Utilities Introduction

Signature Utilities Setup

Setting up Signature Utilities
Launching Signature Utilities

Signature Import Utility

Preparing to Import Files
Creating the Import File
Update to Change Order Rules

Using the Import Utility

Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility

File Maintenance Utilities

Job Cost File Maintenance Utilities

Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility

Service Management File Maintenance Utilities

Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Task Update Utility

Signature File Maintenance Utilities

SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility

Field Definitions

Warehouse File Names

Service Management Field Definitions

Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File

Job Cost Field Definitions

Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File

SmartConnect Integration Manager

Installing Integration Manager
Signature Nodes Reference

Signature Integration Technical Reference

k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiWSTransactionLineCreate
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate

PDF Downloads

Time

Release Notes

2025 Release Notes

10/13/25 - 190.1
04/14/25 - 177.1
03/31/25 - 176.1 - Bug Fixes
03/03/25 - 174.1 - New Feature & Bug Fix
02/18/25 - 173.1 - New Feature & Bug Fixes
02/03/25 - 172.1 - New Features & Bug Fixes
01/24/25 - Time Compatibility Updates
01/20/25 - 171.1 - Bug Fixes
01/06/25 - 170.1 - Bug Fix

2024 Release Notes

12/19/24 - Time Compatibility Update
11/13/24 - Time Compatibility Updates
11/12/24 - 166.1 - New Feature and Bug Fixes
10/28/24 - 165.1 - Bug Fixes
10/14/24 - 164.1 - Bug Fix
09/30/24 - 163.1 - Bug Fixes
09/18/24 - 162.1 - Bug Fix
09/12/24 - Time Compatibility Updates
08/12/24 - Time Compatibility Updates
08/06/24 - 159.1 - Bug Fixes
07/16/24 - Time Compatibility Update
06/24/24 - 156.1 - Time Compatibility Update & New Feature
06/10/24 - Time Compatibility Update & New Feature
05/28/24 - 154.1 - Bug Fix
05/13/24 - 153.1 - Time Compatibility Update and New Feature
04/29/24 - 152.1 - Product Enhancements
04/15/24 - 151.1 - Enhancements
04/01/24 - 150.1 - Bug Fixes and Enhancements
03/18/24 - 149.1 - Bug Fixes and Enhancements
03/11/24 - Time Compatibility Update
03/04/24 - 148.1 - New Features
02/27/24 - Time Compatibility Updates
02/23/24 - Time iOS App Availability
02/20/24 - 147.1 - New Feature and Updates
02/24 W18g717TA Signature 2022 Time Compatibility
02/24 W18g628TA Signature 2021 Time Compatibility
01/22/24 - 145.1 - Time Compatibility Updates & New Features
01/15/24 - 144.1 - New Features
01/03/24 - 143.1 - New Features

2023 Release Notes

12/12/23 - Time Android App Availability
12/11/23 - 142.1 - New Features

Installation and Setup

System Requirements

Core Cloud Setup Steps

Step 1: Create Core Company
Step 2: Grant Company Access to Time
Step 3: Create FSM Integration Record
Step 4: Set up the Registered User Count

On-Premise Setup Steps

Step 1: Install Latest Schedule
Step 2: Install Time App Update for Signature

Step 3: Install TimeTrack Add-In

Step 3-1: Configure Server Objects
Step 3-2: Enter Time Integration Settings
Step 3-3: Map Technician Activities to Unbilled Accounts
Step 3-4: Set up Time Batch ID

Step 4: Set up Registered Users
Step 5: Install Sync2Core
Step 6: Set up and Run TimeTrack Data Sync

After SQL Database Backup/Restore FSM Integration Credential Import Steps

Adding An Additional Time App Company

Step 1: Modify the Schedule Installation
Step 2: Configure the Server Objects
Step 3: Re-import the FSM Credentials
Step 4: Re-run the Sync2Core Installer
Step 5: Run a Full Synchronization

Installing the Time Mobile App

Using Time

Overview

Icons and Indicators

User Profile

Setting Your Default Pay Code
Setting Your Preferred Language
Changing or Resetting Your Password
Filtering Departments and Divisions

Signing In/Out
Changing Companies

Administration

Settings

Enabling Manager Approval
Use Shift Codes
Setting a Default Labor Pay Code
Enabling Reminders
Using a Submit Acknowledgement
Setting up Admin Notifications
Viewing Signature Integration Settings
Enabling Time In/Time Out
Viewing WennSoft Settings

Assigning Additional Timesheet Approvers
Licensing
Time Entry Audit Report

Working with Time Entries

Create a Time Entry

Creating a Time Entry with Hours
Creating a Time Entry Using Time In/Out

Edit a Time Entry
Delete a Time Entry
Copy the Previous Timesheet
Submit the Timesheet

Working with Notes

Working with Manager Approval

Approving Timesheets
Editing an Employee Timesheet

Import the Time App Timesheet Transactions List
Generating a Timesheet Report

PDF Downloads

Schedule 2024

What's New Fall 2024

Release Notes

August 2025 Service Pack 2 Readme
January 2025 Service Pack 1 Readme

November 2024 Readme

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
Issues Fixed
New Features

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Accessing Your Profile and User Settings
Changing Your Schedule Password
Logging Out of Schedule

Setting Up Schedule

Administration Setup

Setting Up Users
Working With Roles
Setting Up Resource Options
Processing Requests
Setting Up XOi Integration

General Setup

Setting Up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting Up Global Options

Map View Setup

Setting Up Mapping Options

Geocoding Service Locations and Technician Locations

Setting Up Geocoding for Technician Starting Locations
Setting Up Geocoding for Service Locations

Setting Up Vehicles

Report Setup
Email Notification Setup

Additional Schedule Configuration

Example: endPoint List
Schedule Metadata
Example: Modified schedulerControl.js
Example: Additional User-Defined Fields

Grid Configuration

User-Defined Field Configuration
Grid Column Formatting
Column Filtering
Setting Up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Adding a Column to a Grid

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Service Call Description with a Label
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: Appointment Property List

Building Optimization Broker Settings
Automatically Reset Technician Starting Locations

Using the Schedule Board

Double-Booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working With Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Working With Job Appointment Details
Working With Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working With Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-Allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports
Working With Notes and Attachments

Working With the Job Panel

Printing the Job Schedule by Cost Code Report

Working With Purchase Orders

Using the Customer Hub

Working With Customers

Viewing the Customer Tab
Creating a New Customer

Working With Locations

Viewing the Location Tab
Creating a New Location

Working With Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working With the Contacts Tab
Working With the Contracts Tab
Viewing the Jobs Tab
Viewing the Invoicing Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Using the Service Monitor

Troubleshooting

Appointment Start Date Field Is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Error Occurred During the Registration Check
Geocode Was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Resource Has an Invalid Current Location
Schedule Board Isn’t Updating

PDF Downloads

Building Optimization Broker

Release Notes

BOB Release Notes 1.137 - 10/02/23
BOB Release Notes 1.135 - 9/5/23

Previous Releases

2023

BOB Release Notes 1.128 and 1.129 - 6/20/23
BOB Release Notes - 5/22/23
BOB Release Notes 1.126 - 5/15/23
BOB Release Notes 1.125 - 4/25/2023
BOB Release Notes 1.124 - 4/12/23
BOB Release Notes 1.123 - 3/29/23
BOB Release Notes 1.122 - 3/15/23
BOB Release Notes 1.121 - 3/1/23
BOB Release Notes 1.120 - 2/15/23
BOB Release Notes 1.119 - 02/01/23
BOB Release Notes 1.118 - 01/18/23

2022

1.10

BOB Release Notes 1.117 - 12/23/22
BOB Release Notes 1.116 - 12/09/22
BOB Release Notes 1.115 - 11/23/22
BOB Release Notes 1.114 - 11/09/22
BOB Release Notes 1.113 - 11/02/22
BOB Release Notes 1.112 - 10/26/22
BOB Release Notes 1.111 - 10/19/22
BOB Release Notes 1.109-110 - 10/12/22
BOB Release Notes 1.108 - 9/28/22
BOB Release Notes 1.107 - 9/21/22
BOB Release Notes 1.106 - 9/14/22
BOB Release Notes 1.105 - 9/07/22
BOB Release Notes 1.104 - 8/31/22
BOB Release Notes 1.103 - 8/24/22
BOB Release Notes 1.102 - 8/18/22
BOB Release Notes 1.101 - 8/10/22
BOB Release Notes 1.100 - 8/04/22

1.9

BOB Release Notes 1.99 - 7/28/22
BOB Release Notes 1.98 - 7/20/22
BOB Release Notes 1.97 - 7/13/22
BOB Release Notes 1.96 - 7/06/22
BOB Release Notes 1.95 - 6/30/22
BOB Release Notes 1.94 - 6/22/22
BOB Release Notes 1.93 - 6/15/22
BOB Release Notes 1.92 - 6/8/22
BOB Release Notes 1.91 - 6/01/22
BOB Release Notes 1.90 - 5/25/22

1.8

BOB Release Notes 1.89 - 5/18/22
BOB Release Notes 1.88 - 5/11/22
BOB Release Notes 1.87 - 5/04/22
BOB Release Notes 1.86 - 4/27/22
BOB Release Notes 1.85 - 4/20/22
BOB Release Notes 1.84 - 4/13/22
BOB Release Notes 1.83 - 4/06/22
BOB Release Notes 1.82 - 3/30/22
BOB Release Notes 1.81 - 3/23/22
BOB Release Notes 1.80 - 3/16/22

1.7

BOB Release Notes 1.79 - 3/09/22
BOB Release Notes 1.78 - 3/02/22
BOB Release Notes 1.77 - 2/25/22
BOB Release Notes 1.76 - 2/16/22
BOB Release Notes 1.75 - 2/09/22
BOB Release Notes 1.74 - 2/03/22
BOB Release Notes 1.73 - 1/26/22
BOB Release Notes 1.72 - 1/19/22
BOB Release Notes 1.71 - 1/12/22
BOB Release Notes 1.70 - 1/05/22

2021

1.6

BOB Release Notes 1.69 - 12/28/21
BOB Release Notes 1.68 - 12/22/21
BOB Release Notes 1.67 - 12/14/21
BOB Release Notes 1.66 - 12/08/21
BOB Release Notes 1.65 - 12/01/21
BOB Release Notes 1.64 - 11/24/21
BOB Release Notes 1.63 - 11/18/21
BOB Release Notes 1.62 - 11/11/21
BOB Release Notes 1.61 - 11/03/21
BOB Release Notes 1.60 - 10/27/21

1.5

BOB Release Notes 1.59 - 10/20/21
BOB Release Notes 1.58 - 10/13/21
BOB Release Notes 1.57 - 10/06/21
BOB 1.56 - 09/29/21
BOB 1.55 - 09/24/21
BOB 1.54 - 09/15/21
BOB 1.53 - 09/08/21
BOB 1.52 - 09/01/21
BOB 1.51 - 08/25/21
BOB 1.50 - 08/18/21

1.4

BOB 1.49 - 08/11/21
BOB 1.48 - 08/04/21
BOB 1.47 - 07/28/21
BOB 1.46 - 07/20/21
BOB 1.45 - 07/14/21
BOB 1.44 - 07/07/21
BOB 1.43 - 06/29/21
BOB 1.42 - 06/22/21
BOB 1.41 - 06/15/21
BOB 1.40 - 06/08/21
BOB 1.4.11 - 05/18/21
BOB 1.4.10 - 05/11/21
BOB 1.4.9 - 05/04/21
BOB 1.4.8 - 04/28/21
BOB 1.4.7 - 04/20/21
BOB 1.4.6 - 04/13/21
BOB 1.4.5 - 04/06/21
BOB 1.4.4 - 03/31/21
BOB 1.4.0 - 03/02/21

1.3

BOB 1.39 - 06/02/21
BOB 1.38 - 05/25/21

1.2

BOB 1.2.1 - 02/09/21
BOB 1.2.0 - 02/02/21

2020

1.1

BOB 1.1.10 - 11/10/20
BOB 1.1.9 - 10/28/20
BOB 1.1.7 - 10/06/20
BOB 1.1.5 - 09/28/20
BOB 1.1.3 - 09/09/20
BOB 1.1.2 - 09/02/20
BOB 1.1.1 - 08/25/20
BOB 1.1.0 - 08/17/20

1.0

BOB 1.0.3 - 07/30/20
BOB 1.0.2 - 06/25/20
BOB 1.0.1 - 06/17/20
BOB 1.0.0 - 06/01/20

0.0beta

BOB 0.10.0beta - May 26, 2020
BOB 0.9.0beta - Apr. 22, 2020
BOB 0.8.0beta - Apr. 6, 2020
BOB 0.7.0beta - Mar. 18, 2020
BOB 0.6.0beta - Mar. 5, 2020
BOB 0.5.0beta - Feb. 19, 2020
BOB 0.0.3beta - Feb. 3, 2020
BOB 0.0.1beta - Jan. 1, 2020

Product Maintenance

Building Optimization Broker Guide

Overview

User Profile
User Permissions

K2A Core

Company Entity Management
Client Entity Management
Site Entity Management
Equipment Entity Management
System Entity Management

BOB Dashboards

Viewing the Executive Summary
Exporting and Downloading Data
Using the Date/Time Picker
Filtering Data
Navigating the Dashboards
Key Performance Indicators (KPIs)
Subscribing to Alert Notifications
Managing Background Jobs

Company Dashboard

Working with Clients

Client Dashboard

Working with Sites

Site Dashboard

Working with Equipment
Working with Systems

System Dashboard
Equipment Dashboard

Sensors Overview

Working with Views and Configurations
Working with Sensors
Working with Custom Calculated Sensors
Conditional Formatting
Configure the Sensor Graph
Export Sensor Data
K2A Sensor Calculations
Operators List
Functions List
Raw Unit List

Working with Contacts

Working with Client Contacts
Working with Site Contacts

Energy Utility Dashboard

Service Requests

Creating a Service Request
Sorting, Filtering, and Searching Service Request Data
Viewing the Service Request Details
Adding a Client Contact to a Service Request
Creating an Appointment
Notifying the Client
Deleting a Service Request
Deleting an Appointment

Service Request Settings

Email to Service Call Settings
Rule Fault to Service Call Settings

Reporting

Inspection Report
Optimization Report
Sensor Count Report
Watchdog Report

Rules

Working with Rules
Additional Rule Processing

Working with K2A Rules

Using a K2A Rule
Modifying a K2A Rule
K2A Rule Library

Creating a Custom Rule

Working with Rule Sensor Filters

Viewing Rule Sensor Filters
Creating a General Sensor Filter
Creating an Equipment Sensor Filter
Creating a System Sensor Filter
Creating a Weather Sensor Filter
Editing a Rule Sensor Filter
Deleting a Rule Sensor Filter
Sensor Aggregates

Working with Formula Editor Blocks
Working with Fault Logic Editor Blocks

Scoring

Architect

Architect Examples
Using the Architect Wizard
Working with Clients in Architect
Working with Campuses
Working with Sites in Architect
Working with Systems in Architect
System Modeling Guide
Working with Areas
Working with Equipment in Architect
Working with Sensors in Architect
Working with Unit Conversions
Sensor Type Guide
Working with Technicians

IoT Hub

Working with BAS Agents

Viewing Logs
Adding a BAS Agent

Managing a BAS Agent

Working with BAS Network Configurations

BACnet-IP Configuration
Tridium Niagara (oBIX) Configuration

Assigning a BAS Agent
Unassigning a BAS Agent
Renaming a BAS Agent
Rebooting a BAS Agent
Restarting the BAS Agent Application
Pinging a BAS Agent
Deleting a BAS Agent

Working with BAS Inventory

Assigning an Existing Profile to a Device
Creating a New Profile from the BAS Inventory
Creating Devices and Objects in BAS Inventory
Manually Refreshing the BAS Inventory

Control System Compatibility
Setting a Static IP Address

Scanning a BACnet Network
Scanning a Niagara Network

Working with FSM Integrations

Creating an FSM Integration
Configuring the FSM Integration
Syncing FSM Data to Building Optimization Broker
Viewing FSM Integration Information
Viewing FSM Integrations
Renaming an FSM Integration
Rotating FSM Integration Credentials
Deleting an FSM Integration
Setting up a Signature Integration with BOB

Working with Profiles

Working with Profile Objects

Adding a BacNET Profile Object
Managing BACnet Objects
Adding a Niagara Profile Object
Managing a Niagara Object
Deleting a Profile Object
Changing Trend Intervals by Profile Objects

Create a Profile
Renaming a Profile
Deleting a Profile
Changing Trend Intervals by Profile

Working with Downloads

Admin

Working with Companies
Working with Users
Working with Roles
Working with User Role Permissions
Working with Scoring
Working with Billing Info

Working with Advanced Communications

Service Statuses

Attribute Management
Working with Conversions

API Docs

Quick Start Guide

Connecting Your BAS Agent
Configuring the Network
Cloud Communications
Troubleshooting BAS Agent Cloud Connections

SaaS Security and Compliance

SAAS Security Compliance
Security
Security FAQs

PDF Downloads

MobileTech 2024

What's New

Release Notes

10/29/2025 - RESOLVED - Outage with Azure services that are causing problems
10/27/2025 - RESOLVED with 18.2.4 or higher - MobileTech App Sync Issue
April 2025 Service Pack Readme
November 2024 Readme

October 2024 Readme

MobileTech Installation
Compatibility
Incompatibility
Installation Notes
Bug Fixes
New Features

Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Access by User Role/Type

Control Definitions

Common Offline HTML File Layout
Call History Changes
PO Receipt Changes
Task Changes

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Import the MobileTech Woodford Project
Install or Upgrade the MobileTech Client
Install eTimeTrack Web Service

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

MobileTech Global Settings
MobileTech Company-Specific Settings
Email Settings
Report Settings
Mobile Device Global Settings
Job Settings
Service Call Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Auto Open Form Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings
Quadra Integration

Set up Attachment Extensions
Set Up Customer Options for Field Invoicing and Field Payments

Set Up Report Email Options

Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices

Set Up TimeTrack Batch Options

Set Up New Users

Add a MobileTech User
Import Multiple MobileTech Users
Load Data

User Role Maintenance
Switching Companies
Set Up Additional Companies

Set Up MobileTech on a Client Device

First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting Up Host Syncing

Map Unbilled Activities to General Ledger Accounts
Enter the Google Maps API Key

Setting Up Woodford (Optional)

Add Support Email Address (Optional)
Adding Purchase Order 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 Service Call Creation for Both Inactive Customers and Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for Inactive Locations

Enable the Automatic Timesheet Generation After Job Appointment Completion (Optional)
Filter Service Call Types (Optional)
Enable Multi-Factor Authentication
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)
Use the Sync Dashboard (Optional)
Enable Replacement Parts Tab for All Calls (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 Assign 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)

Limit Inspections to Technician Teams and/or Branches
Set Up Email Options for an Inspection Report
Enable Job Safety Analysis
Import Templates to Resco Inspections
Woodford Roles Overview
Enable the Tree View Folder Structure for Inspections
Update the Available Views
Import Questions From Images/PDF Documents
Inspection Validation During Appointment Validation Check
Add Your Logo to an Inspection Report

Completing Administrative Tasks and Procedures

Access Resco Cloud Dashboard
Manage Resco Administrator Account
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity

Information Processing in Microsoft Dynamics GP

Process Additional Work Requests for a Technician
Approve/Reject Timesheets
Process Contact Management
Process Drop Ship Purchase Order Receipts
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing

Troubleshooting

Callback Error
Certificate Authority is Invalid or Incorrect
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech with Inspections Validate Failed Error
Resco Cloud Not Responding After New Installation on Clean OS
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
"User doesn't have permissions" Error Message When Syncing
Resco's New Login Experience

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Working With Notes
Working With Attachments
BOB Dashboard and Tabs

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Updating GPS Coordinates
Request Service History for a Location

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create a Service Call or Request From BOB Dashboard or Tab

Inspections

Appointments

Create or Change an Appointment
Complete a Service Appointment
View Related Appointments
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Add an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis Inspection
Create or Edit Location Contacts
Set an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collect the Signature for the Field Invoice Report
Collect Payments From Customers

Jobs and Job Appointments

Work With an Existing Job Appointment
Complete a Job Appointment
Edit a Job Appointment
Enter and Edit Change Orders for Jobs
Complete the Summary Tab for a Job Appointment
Create a Job Appointment

Purchase Orders

Receive Items From a Drop-Ship Purchase Order
Create a Purchase Order
Change or Delete a Purchase Order Line
View a Service Management Purchase Order

Equipment

Create or Change an Equipment Record

Working with Sublocations

Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record

Time Entry

Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entry for Job Labor w/o Appointment
Save Time Entries and Generate the Employee Time Sheet Report
Submit Time Entries for Manager Approval
Update Rejected Time Entries

PDF Downloads

Equipment Management 2025

Release Notes

Fall 2025 Readme

Installation & Upgrade

Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting

Equipment Management

Equipment Introduction

Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes
Batch Naming Conventions

Equipment Manager

Signature Setup Checklists

Setting Up Equipment Manager

Labeling User-Defined Fields
Setting Up Active User-Defined Fields
Setting Up and Using Document Printing Enhancements
Setting Up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity

Setting Up and Using Document Management

Setting Up Physically Stored Document Attachments
Using Document Management

Setting Up Equipment

Setting Up Models
Setting Up Locations
Setting Up Attributes
Setting Up Manufacturers
Setting Up Categories
Setting Up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting Up Conditions
Setting Up Divisions
Setting Up Branches
Setting Up Units of Measure
Labeling Global Information Fields
Setting Up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations

Setting Up and Using Equipment SmartLists

Equipment Hierarchy

Setting Up the Hierarchy Feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions

Equipment Management Reports
Using Equipment Manager

Equipment Manager Procedures

Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment

Customer Center

Setting Up Customer Center
Viewing Data
Creating Transactions

Utility Procedures in EM

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Viewing the Equipment Inquiry

Integration with Service Management

Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management

Profitability Analysis

Setting Up the Profitability Analysis Module

Setting Up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets

Profitability Reports

Working with Profitability Setup Reports
Working with Profitability Analysis Reports

Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries

Purchasing

Setting Up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window

Sales

Setting Up the Sales Module

Using the Sales Module

Creating Sales Documents
Creating a Sales Batch

Finance Leasing

Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice

Sales Reports

Advanced Rental

Advanced Rental Module Setup

Setting Up Rental Agreements
Setting Up Rental Bookings

Rental Account Distributions

About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions

Setting Up Roll Forward Invoicing

Setting Up Customer and Address Additional Information

Customer Insurance Details
Customer Rental Information
Additional Address Information

Rental Bookings

Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window

Rental Agreements

Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines

Rental Invoices

Creating an Individual Invoice From the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry

Taking Equipment Off Rent
Completing an Agreement and Sending It to History

Renting Equipment to a Job

Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement

Vehicle Readings

Setting Up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window

Transport

Setting Up the Transport Module

Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks

Using the Transport Module

Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices

Viewing Transport Inquiries

Scheduled Maintenance

Setting Up Scheduled Maintenance

Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting Up Tasks in Service Management

Using the Scheduled Maintenance Module

Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance

Scheduled Maintenance Reports

Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports

PDF Downloads

Equipment Management 18.03b05

Readme

Equipment Management Installation
Compatibility
Installation Notes
Issues Fixed

Installation and Upgrade

Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting

Equipment Management

Equipment Management Introduction

Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions

Equipment Manager Module

Signature Setup Checklists

Setting up the Equipment Manager Module

Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity

Setting up and Using Document Management

Setting up Physically Stored Document Attachments
Using Document Management

Setting up Equipment

Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations

Setting Up and Using Equipment SmartLists

Equipment Hierarchy

Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions

Equipment Management Reports
Using Equipment Manager

Equipment Manager Procedures

Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment

Customer Center

Setting up Customer Center
Viewing Data
Creating Transactions

Utility Procedures in EM

Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements

Viewing the Equipment Inquiry

Integration with Service Management

Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management

Profitability Analysis Module

Setting up the Profitability Analysis Module

Setting up equipment profitability
Creating analysis cost groups
Entering profitability budgets

Profitability Reports

Working with Profitability Setup Reports
Working with Profitability Analysis Reports

Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries

Purchasing Module

Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window

Sales Module

Setting up the Sales Module

Using the Sales Module

Creating Sales Documents
Creating a Sales Batch

Finance Leasing

Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice

Sales Reports

Advanced Rental Module

Advanced Rental Module Setup

Setting up Rental Agreements
Setting up Rental Bookings

Rental Account Distributions

About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions

Setting up Roll Forward Invoicing

Setting up Customer and Address Additional Information

Customer Insurance Details
Customer Rental Information
Additional Address Information

Rental Bookings

Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window

Rental Agreements

Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines

Rental Invoices

Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry

Taking Equipment Off Rent
Completing an Agreement and Sending It to History

Renting Equipment to a Job

Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement

Vehicle Readings

Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window

Transport Module

Viewing Transport Inquiries

Setting up the Transport Module

Creating Job Categories
Creating Trucks
Creating Job Divisions
Creating Transport Options

Using the Transport Module

Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices

Scheduled Maintenance Module

Setting up the Scheduled Maintenance Module

Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management

Using the Scheduled Maintenance Module

Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance

Scheduled Maintenance Reports

Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports

PDF Downloads

Map2BOB 2020

Map2BOB Overview
Installing Map2BOB
Setting up Map2BOB

Mapping Locations and Sites

Mapping to an Existing BOB Site
Creating a BOB Site
Tracking a Site
Unlinking a BOB Site

Mapping Customers and Clients

Mapping to an Existing BOB Client
Creating a BOB Client
Unlinking Customers and Clients

Mapping Contacts

Mapping to an Existing BOB Contact
Creating a BOB Contact
Unlinking BOB Contacts

Mapping Equipment

Mapping Existing BOB Equipment
Creating BOB Equipment
Unlinking BOB Equipment

Mapping Technicians

Mapping an Existing Technician
Creating a BOB Technician
Unlinking a Technician

Mapping Service Call Statuses
Mapping Appointment Statuses
Uninstalling Map2BOB

Job Cost Portal

Introduction

Installing Job Cost Portal

Before you install Job Cost Portal
Install the Signature Portal Web Service
Install the Job Cost Portal website application
Install the Signature Portal Security application
Verify the application pool settings

Setting up Security for Portal Users

Signature Portal Security overview
Before You Set up Security
Open Signature Portal Security
Navigate Signature Portal Security
Set up Users and Permissions

Setting up Display Preferences

Load a Predefined Visual Template
Save Changes to a Template
Manually Choose Visual Settings

Setting up Optional Preferences

Create an Exception List
Create a Link to the Signature Portal Site
Change the Microsoft Dynamics GP Company
Add a Microsoft Dynamics GP Company
Keep a Log of Sign-in Attempts

Using Job Cost Portal Pages

Optimize the Page Column Display
Use the Home Page
Use the Project Pages
Use the Job Pages
Use the Cost Code Pages
Use the Change Order Pages
Use the Forecast Revision Pages
Use the Invoice List and Note List Pages
Use the Attachment List Page

Signature 2020

Readme

Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
Issues Fixed

System Requirements

Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements

Additional Module Requirements

Web Server (IIS)
Customer Portal
Job Cost Portal
Schedule
MobileTech

Support Information

Installation and Upgrade

Signature System Requirements

Installing Signature

Before Installation

Server and Client Installation

Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access

Client Only Installation

Upgrading Signature

Before Upgrading

Upgrading on a Server and Client

Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access

Upgrading on a Client Only
After Upgrading

Signature SSRS Report Setup

Product Registration Keys Installation

Technical Notes and Troubleshooting

Uninstalling Signature
Additional Information

Signature Help

Posting Flow Documents
MobileTech Setup Information in Microsoft Dynamics GP

MobileTech Information Processing

Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing

Web Client Incompatibilities

Service Management

Service Management Introduction

Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management

Core Module Setup

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields

Setting Up Lookup Window Data

Refrigerant Tracking Lookup Data
Setting Up Skill Levels
Setting Up Technician Shifts
Setting Up Technician Activity IDs
Setting Up Service Areas
Setting Up Branches
Setting Up Technicians
Setting Up Technician Teams
Setting Up Divisions
Copying Division Accounts
Setting Up Customer User-Defined Lookup Windows
Setting Up Location User-Defined Lookup Windows
Setting Up Postal Codes
Setting Up Contacts
Setting Up Problem Types
Setting Up Call Types
Setting Up Appointment Statuses
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Call Resolutions
Setting Up Resolution Note Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types

Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management

Advanced Document Management Module

Service Invoicing Module Setup

Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated

Creating a Pricing Matrix

Regular Pricing Matrix
Extended Pricing Matrix

Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates

Maintenance Contract Module Setup

Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance

Setting up Scheduled Maintenance Tasks

Setting up Task Codes

Creating a New Task Code
About System, Major, Sub 1-4
Adding Subtasks and Materials to a Task
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments

Creating a Task List
Setting up Task List Hierarchy
Assigning Tasks and Task Lists

Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup

Core Module Procedures

Using the Service Manager Window
Setting up Service Classes
Creating Customer Records

Using Contact Management

Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

Creating Location Records

Creating Equipment Records

Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking

Creating Building Records

Working with Service Calls and Appointments

Creating Service Calls with One Appointment

Assigning Equipment to a Service Call

Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call

Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the cost audit report
Transferring costs and billing from a service call to a job
Editing accounts for a new service call type or division
Creating a Vendor Quotation Request
Reopening a Closed Service Call

Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Scheduling Non-Technician Resources
Reminder Notes in Service Management
Using Temporary Customers
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions

Working with Time Zones

Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference

Editing Service GL Transaction Journal Entries

Service Invoicing Procedures

Creating Invoices

Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech

Recording Payments Using the On Account Feature
Printing and Posting Invoices
Using Third-Party Billing
Creating Credit Memos

Using Microsoft Dynamics GP Purchase Order Processing with Service Management

Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls

Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing

SOP Invoicing

Choosing SOP Invoicing Options
Using SOP Invoicing

Tracking Warranty Transactions Through SOP

Setting up Warranty Transactions Through SOP
Creating Warranty Transactions

Using the Change Primary Document Utility

Multicurrency Management Module

Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts

Maintenance Contract Procedures

Creating a Maintenance Contract

Working with Contract Revenue and Costs

Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue

Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract

Creating Maintenance Contract Invoices

Creating invoices for a closed period
Editing and adding individual billing notes
Third party contract invoice billing

Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts

Using Master Contracts

Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts

Using Service Level Agreements

Printing Service Level Reports

Maintenance Contract Quote Module

Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List

Service Call Quote Module

Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote

Utility Procedures

Technician Reassignment
Salesperson Reassignment
Moving Equipment Records
Moving Location Records
Mass Completing and Closing Service Calls
Moving Service Calls
Duplicating Equipment Records
Duplicating Location Records
Copy Task List
Moving or Copying Contract Information
Remove Notes
Checking Links
Update Time Zone Data

Job Cost

Job Cost Introduction

Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC

Job Cost Setup

Signature Job Cost Setup Checklists

Setting up the Core Job Cost System

Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects

Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost

Setting up Payroll for Job Cost

Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes

Setting up Rate Classes for Union Payroll

Over-Scale Pay Rate Support for Unions

Prevailing Wage and Fringe Rate Calculation

Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (optional)
Using SmartList Objects for Signature Job Cost Products

Advanced Document Management Module for Job Cost
Job Estimates

Job Maintenance

Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job

Working with Job Revenue Performance Obligations

Creating Revenue Codes
Assigning Cost Codes to Revenue Codes

Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Creating a Job Record

Transactions

Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost

Using Sales Order Processing

Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP

Tracking Warranty Part Transactions through SOP

Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction

Entering Payroll Transactions in Job Cost

Processing Payroll with Union Rate Classes (optional)

Entering Job Transactions

Entering Job Transactions by Labor Rate and Employee

Entering Job Invoices

Entering Transaction-Level Billing Information
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Generating Invoices for Retention
Assigning GL Accounts on Jobs and Job Invoices
Entering Standard Billing Information

Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices

Job Status

Editing Revenue Performance Obligations

Viewing Job Status Information

Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (optional)

Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method

Working with Reminder Notes

Multicurrency Management Feature

Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices

Subcontractor Feature

Setting up the Subcontractor Feature
Using the Subcontractor Feature

Advanced Subcontractor Feature

Using the Advanced Subcontractor Feature

Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements

Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature

Project Level Feature

Using the Project Status Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports

Billing Project Allocated Revenue and Cost Plus Billing Projects

Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects

Project Manager’s Advisor Feature

Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports

Closing, History, and Maintenance

Closing Procedures

Closing a Job

What's New with Closing a Job
Legacy Job Close Window

Closing a Period or Month
Closing a Year

Viewing Job History

Utilities
WIP Reconciliation Tool

TimeTrack

TimeTrack Introduction

Buttons, Symbols, and Indicators

Setting Up TimeTrack

Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)

Using TimeTrack

About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature

Exporting TimeTrack Data to a Third-Party Payroll Module

Correcting Commit Errors and Re-Creating the Export File

Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility

Manager Approval of Time Card Transactions

Using the Manager Approval Feature
Setting up the Manager Approval Feature

Document Attachments for TimeTrack

Setting up the Document Attachments Feature
Using the Document Attachments Feature

Reports

SSRS reports

Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference

Service Management SSRS Reports

Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quotes
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking report
Resource Schedule
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports

Job Cost SSRS Reports

Application for Payment
AR Retention Trial Balance
Closed Jobs
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Cost Transactions Not in GL
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
Job WIP Reconciliation

TimeTrack SSRS reports

Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet

Equipment Management SSRS reports

Equipment Attributes
Equipment Profit and Loss Key Performance Indicator

Equipment Profit and Loss

Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details

Inspection

Rental Agreement, Booking, and Invoice Reports

Rental Agreement

Rental Agreement Standdown Lines (Subreport)

Rental Line Agreement
Rental Booking

Rental Invoice

Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)

Rental Line Invoice

Rental Utilization
Scheduled Maintenance Forecast

Shared SSRS reports

Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability

SSRS Report templates

Configuring a Report

Signature Report Templates

Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot

Charts and Key Performance Indicators (KPIs)

Dexterity Reports

Configuring System Reports

WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table

Job Cost Dexterity Reports

Estimate Worksheet
Printable Notes

Job Reports

Payables Aged Trial Balance (JC)
Estimate Cost Variance
Job Analysis Report
Audit Billing
Audit Costs
Audit Cash Receipts
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Job Posted Cost
Projected Variance
Job Reference
Profit and Loss by Period
Job Schedule
Job Status Report
Job Summary
Profit and Loss
Quantity Variance
WIP
Backlog by Period

Job Cost Edit Lists
Billing Reports

Sorted Reports

Division Reports
Project Manager Reports
Project Number Reports

Labor Reports
Setup Reports
History Reports
Subcontractor Reports

Service Management Dexterity Reports

General Reports

Printable Notes report
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports

Service Reports

Technician Reports
Commission Report
Contract Escalation Build Report
Completed Calls Report
Customer Reports
Unassigned Appointments Report
Assigned Appointments Report
Escalation Committed Report
Service at Location Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service Calls by Salesperson Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Service Call Log

Maintenance Reports

Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Master Contract Reports
Monthly Labor Plan Report
Technician Load Summary Report
Workorder Register Report
Overdue PM Report

Using SmartList Objects

Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference

Alternate Windows and Reports Manager

Alternate Window and Report Manager Overview
Installing AWARM
Setting up AWARM
Using AWARM

Signature Utilities

Signature Utilities Introduction

Signature Utilities Setup

Launching Signature Utilities
Setting up Signature Utilities

Signature Import Utility

Preparing to Import Files
Creating the Import File
Update to Change Order Rules

Using the Import Utility

Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility

File Maintenance Utilities

Job Cost File Maintenance Utilities

Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility

Service Management File Maintenance Utilities

Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility

Signature File Maintenance Utilities

SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility

Field Definitions

Warehouse File Names

Service Management Field Definitions

Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File

Job Cost Field Definitions

Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File

SmartConnect Integration Manager

Installing Integration Manager
Signature Nodes Reference

Signature Integration Technical Reference

wsiWSTransactionHeaderCreate
wsiWSTransactionalHeaderAndLine
wsiWSTransactionLineCreate
wsiJCChangeOrdersDetailMSTR
k2aJobAppointmentNote
k2aMobileContactWork
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiSMSContractQuote
wsiSMSContract
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSEquipmentContract
wsiSMSEquipment
wsiSMSInvoice
wsiSMSJobCostsWork
wsiSMSJobCostsHistory
wsiSMSLocation
wsiSMSQuoteTask
wsiSMSServiceTasksMaster
wsiSMSTechnician
wsiSMSTaskCodes
wsiSMSQuote
wsiSMSServiceCall
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiJobCostInvoiceOPEN
SMS_Build_Customer_Quicksearch
wsiSMSContractTask

PDF User Guides

Signature Agent 2.4

Release Notes

Release 2.4.18
Release 2.4.16

Installation and Administration Guide

Signature Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration

Working with Event Trigger Notifications

Working with Event Triggers
Mappable Fields and Labels
Setting up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio

Working with Advanced Communications

Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications

Sending Email Requests to Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration

Signature 2024

What's New - November 2024

Release Notes

November 2025 - Refrigerant Tracking Compliance Requirements Update
April 2025 Readme

November 2024 Readme

Signature Installation
Incompatibility
Installation Notes
Bug Fixes
New Features
Compatibility

System Requirements

System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements

Additional Module Requirements

Web Server (IIS)
MobileTech
Schedule
Customer Portal

Installation and Upgrade

Viewing System Requirements

Installing Signature

Before Installation

Server and Client Installation

Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access

Client Only Installation

Upgrading Signature

Before Upgrading

Upgrading on a Server and Client

Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access

Upgrading on a Client Only
After Upgrading

Signature SSRS Report Setup
Uninstalling Signature
Additional Information
Installing Service Call Auditing
Setting Up Azure Cloud Storage

Product Registration Keys Installation

Technical Notes and Troubleshooting

Signature Help

Signature Glossary
Posting Flow Documents and Table Changes 2024
Web Client Incompatibilities

MobileTech Setup 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

MobileTech Information Processing

Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Inventory and Non-Inventory Item Transactions
Process Contact Management
Process Field Invoices and Payments
Process MobileTech and Schedule Purchase Orders

Adding Notes

Service Management

Service Management Introduction

Integration With Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management

Service Management Core

Setting Up and Using Document Management

Setting Up Physically Stored Document Attachments
Setting Up Server Stored Document Attachments
Setting Up the Default Document Storage Location (Optional)
Using Document Management

Core Module Setup

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method

Labeling User-Defined Fields

Labeling Customer User-Defined Fields
Labeling Location User-Defined Fields
Labeling Service Call User-Defined Fields
Labeling Time Stamp User-Defined Fields
Labeling Equipment User-Defined Fields
Labeling Meter Readings/Hours User-Defined Fields
Labeling Maintenance Contracts
Labeling Master Contracts
Labeling Workorder Names
Labeling Contact User-Defined Fields
Labeling the Add Subtask User-Defined Field

Setting Up Lookup Window Data

Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Vehicles

Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records

Using the Service Manager Window

Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Viewing Jobs Associated With the Service Location

Setting Up Service Classes
Using Global Filters
Working With Customer Records
Using Temporary Customers

Using Contact Management

Setting Up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact

Working With Location Records

Working With Equipment Records

Creating an Equipment Record
Editing an Equipment Record
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button

Working With Building Records

Working With Service Calls and Appointments

Creating Service Calls With One Appointment

Assigning Equipment to a Service Call

Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call

Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transfer or Move Costs and Billing From a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit

Integration With Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Adding Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions

Working With Time Zones

Enabling the Time Zone Feature
Setting Up Time Zones
Setting Up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference

Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources

Advanced Document Management

Setting Up Server Stored Attachments
Setting Up Physically Stored Attachments
Designating the Default Document Storage Location (Optional)
Using Advanced Document Management

Maintenance Contracts

Maintenance Contract Setup

Choosing Maintenance Options
Setting Up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting Up Maintenance Lookup Windows
Setting Up Contract Types
Writing Off a Trailing Purchase Price Variance

Setting Up Maintenance Task Codes and Task Lists

Working With Task Codes

Creating or Editing a Task Code
Setting Up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup
Assigning Materials to a Task

Working With Task Lists

Creating a Task List Type
Creating or Editing a Task List
Setting Up Task List Hierarchy
Copying a Task List

Assigning Tasks and Task Lists

Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report

Setting Up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup

Creating a Maintenance Contract

Working With Contract Revenue and Costs

Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue

Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract

Creating Maintenance Contract Invoices

Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing

Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures

Renewing Maintenance Contracts

Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals

Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History

Troubleshooting Contracts

Master Contract Renew Button Grayed Out
Reconcile Button Missing on Maint. Contract Revenue/Costs Windows

Maintenance Contract Quotes

Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List

Master Contracts

Setting Up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts

Using Service Level Agreements (SLAs)

Printing Service Level Reports

Multicurrency Management

Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management With Service Credit Memos
Using Multicurrency Management With Maintenance Contracts

Sales Order Processing (SOP) Invoicing

Choosing SOP Invoicing Options
Using SOP Invoicing

Tracking Warranty Transactions Through SOP

Setting Up Warranty Transactions Through SOP
Creating Warranty Transactions

Service Call Quotes

Setting Up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote

Service Invoicing

Service Invoicing Setup

Choosing Invoice Options
Setting Up Travel Costs
Setting Up Invoice Accounts
Setting Up the Master Tax Schedule
How Taxes Are Calculated

Creating a Pricing Matrix

Regular Pricing Matrix
Extended Pricing Matrix

Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates

Creating Invoices

Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions From Service Management
Viewing Service Call Costs
Using the Service Call Costs Window
Viewing the Service Call Status Window
Restrictions for Field Invoices Created in MobileTech

Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos

Using Microsoft Dynamics GP Purchase Order Processing with SM

Setting Up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns With Service Calls

Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing

Utility Procedures

Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data

Job Cost

Job Cost Introduction

Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC

Job Cost Setup

Signature Job Cost Setup Checklists

Setting Up the Core Job Cost System

Setting Up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting Up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting Up Document Numbers
Setting Up Projects
Setting Up Master Tax Schedules
Setting Up Job Types
Setting Up Architects
Choosing Job Cost Setup Options

Setting Up Cost Codes for Job Cost
Setting Up Accounts for Job Cost

Setting Up Payroll for Job Cost

Setting Up Overhead Detail Codes
Setting Up Overhead Group Codes
Setting Up Federal Classification Codes
Setting Up Union Categories
Setting Up Union Codes
Setting Up Employee Codes

Setting Up Rate Classes for Union Payroll

Over-Scale Pay Rate Support for Unions

Prevailing Wage and Fringe Rate Calculation

Labeling Job Cost User-Defined Fields
Setting Up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products

Advanced Document Management in JC
Job Estimates

Job Maintenance

Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job

Working With Job Revenue Performance Obligations

Creating Revenue Codes
Assigning Cost Codes to Revenue Codes

Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job From POC or RPO Calculation
Move or Transfer Costs and Billing to a Job From a Service Call
Loss Recognition

Job Transactions

Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing With JC
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost

Using Sales Order Processing

Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions Using SOP

Tracking Warranty Part Transactions Through SOP

Setting Up Warranty Parts Processing Through SOP
Creating a Warranty Transaction

Entering Payroll Transactions in Job Cost

Processing Payroll With Union Rate Classes (Optional)

Entering Job Transactions

Entering Job Transactions by Labor Rate and Employee

Entering Job Invoices

Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Generating Invoices for Retention

Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices

Job Status

Editing Revenue Performance Obligations

Viewing Job Status Information

Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Viewing Service Call Transfers
Viewing Unposted Costs

Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method

Working With Reminder Notes

Multicurrency Management for Job Cost

Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices

Subcontractor

Setting Up the Subcontractor Feature
Using the Subcontractor Feature

Advanced Subcontractor

Setting Up the Advanced Subcontractor Feature

Using the Advanced Subcontractor Feature

Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements

Adding Subcontractors to a Job Record

Project Level

Setting Up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports

Billing Project Allocated Revenue and Cost Plus Billing Projects

Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects

Using the Project Status Inquiry Window

Project Manager’s Advisor

Setting Up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports

Closing and History

Closing Procedures

Closing a Job
Closing a Period or Month
Closing a Year

Viewing Job History

Utilities
WIP Reconciliation Tool

TimeTrack

TimeTrack Introduction

Buttons, Symbols, and Indicators

Setting Up TimeTrack

Viewing TimeTrack Application and User Activity Information
Setting Up Signature Registered Users
Setting Up Shift Codes for Shift Premiums
Setting Up Fixed Assets
Entering Time Card Batches
Setting Up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Choosing Setup Options

Using TimeTrack

About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions From Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature

Exporting TimeTrack Data to a Third-Party Payroll Module

Correcting Commit Errors and Re-Creating the Export File

Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility

Manager Approval of Time Card Transactions

Setting Up the Manager Approval Feature
Using the Manager Approval Feature

Document Attachments for TimeTrack

Reports

SSRS Reports

Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference

Service Management SSRS Reports

Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS Reports
Job Safety Audit (2013)

Job Cost SSRS Reports

Application for Payment
AR Retention Trial Balance
Closed Jobs
Custom SSRS Job Cost Reports
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report

WIP Reports in Job Cost

GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation

TimeTrack SSRS Reports

Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet

Equipment Management SSRS Reports

Equipment Attributes

Equipment Profit and Loss

Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details

Equipment Profit and Loss Key Performance Indicator
Inspection

Rental Agreement, Booking, and Invoice Reports

Rental Agreement

Rental Agreement Standdown Lines (Subreport)

Rental Line Agreement
Rental Booking

Rental Invoice

Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)

Rental Line Invoice

Rental Utilization
Scheduled Maintenance Forecast

Shared SSRS Reports

Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability

SSRS Report Templates

Configuring a Report

Signature Report Templates

Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot

Charts and Key Performance Indicators (KPIs)

Dexterity Reports

Configuring System Reports

WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table

Job Cost Dexterity Reports

Estimate Worksheet
Printable Notes

Job Reports

Audit Billing
Audit Cash Receipts
Audit Costs
Project Status
Audit Cost Variance
Backlog
Backlog by Period
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Status Report
Job Summary
Job Unposted Cost
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Quantity Variance
WIP

Job Cost Edit Lists
Billing Reports

Sorted Reports

Division Reports
Project Manager Reports
Project Number Reports

Labor Reports
Setup Reports
History Reports
Subcontractor Reports

Service Management Dexterity Reports

General Reports

Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups

Lookup Reports

All Lookup Reports
Customer Window Lookups Report
Equipment Window Lookups Report
Maintenance Contract Types List
Maintenance Task Codes Report
Maintenance Tasks by Equipment Type Report
Service Call Window Lookups Report
Task Code Task Lists Report

Mobile Purchase Order
Printable Notes Report

Service Reports

Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Contract Mass Renewal Reports
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Inventory Adjustments Edit List
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports

Maintenance Reports

Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings

Using SmartList Objects

Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference

Alternate Windows and Reports Manager

AWARM Overview
Installing AWARM
Setting Up AWARM
Using AWARM
Alternate Windows

Signature Utilities

Signature Utilities Introduction

Signature Utilities Setup

Launching Signature Utilities
Setting Up Signature Utilities

Signature Import Utility

Preparing to Import Files
Creating the Import File
Update to Change Order Rules

Using the Import Utility

Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility

File Maintenance Utilities

Job Cost File Maintenance Utilities

Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility

Service Management File Maintenance Utilities

Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Task Update Utility

Signature File Maintenance Utilities

SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility

Field Definitions

Warehouse File Names

Service Management Field Definitions

Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File

Job Cost Field Definitions

Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File

SmartConnect Integration Manager

Installing Integration Manager
Signature Nodes Reference

Signature Integration Technical Reference

k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate

Troubleshooting

Upgrade Issue With Attachments on Service Calls

PDF Downloads

MobileTech 2019 (7.0)

Release Notes

Readme
Service Pack 1 Readme

Installation & Administration Guide

Introduction

Compatible operating systems
Prerequisite applications
Other system requirements
Other resources

Installing and Upgrading MobileTech

Install MobileTech Sync Server
Install MobileTech Integration Sync
Set up Distributed Transaction Coordinator (DTC)
Install MobileTech Administration
Install eTimeTrack Web Service
Install MobileTech Client
Install Resco Woodford
Upgrade MobileTech

Setting up MobileTech

Set up password complexity and lockout policy

Set up MobileTech Administration

Create a cleanup job for the middle-tier database
Set up MobileTech Options

Set up Additional Options

Set up TimeTrack batch options
Set up report and email options
Optional: Add call, appointment, and location information to email subject lines and attachment names
Set up file extension options for attachments
Optional: Specify which report attachments sync to devices
Set up customer options for field invoicing and field payments
Load data
Set up additional companies
Optional: Increase the maximum size of the MobileTech event log

Set up new users

Add a MobileTech user
Import multiple MobileTech users

User Role Maintenance
Verify attachment setup

Use Woodford to modifying entities

Enable Flexible Forms
Enable Mobile Auditing
Setting the Fetch Limit

Set up MobileTech on a client device

Setting up host syncing
MobileTech Client Setup on a Mobile Device

Set up information in Microsoft Dynamics GP

Set up TimeTrack to maintain history
Set up TimeTrack for unbilled transactions
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

Set up and use work crews for appointments

Set up work crews
Assign employees to work crews

Set up job safety audit (JSA) information

Create an unsafe work environment indicator
Create the JSA task list type
Create task codes for JSA tasks
Set up responses for JSA tasks
Create JSA task lists and add task codes
Naming conventions for JSA task list IDs and task codes

Set up sublocations for barcoding

To set up sublocations for barcoding

Using MobileTech

Information processing in Microsoft Dynamics GP

Process inventory and non-inventory item transactions
Process purchase orders in Service Management and Purchasing
Process additional work requests for a technician
Process field invoices and payments
Process contact management

Completing administrative tasks and procedures

Refresh specific lookups
Monitor processes and tasks by using Integration Monitor
View user device information and sync activity
Using Report Maintenance
Change a Resco administrator password

MobileTech Help

Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options

Synchronization

Resolving sync issues
Clearing the error log

MobileTech setup for mobile devices

Customers and locations

Request service history for a location
Updating GPS coordinates

Service calls

Create or edit a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service call and task attachments

Appointments

Create or change an appointment
Complete an appointment
Enter a labor transaction before completing an appointment
Enter a travel transaction before completing an appointment
Enter an expense transaction before completing an appointment
Enter an inventory transaction before completing an appointment
Adding an XOi attachment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Summary tab
Complete a job safety audit
Creating or editing location contacts
Create a note

Field invoices and customer payments

Before you generate a field invoice
Collecting signatures
Generate a field invoice for an appointment
Collect payments from customers

Job appointments

Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment

Equipment

Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes
Enter a meter reading
Create or edit a refrigerant tracking record

Purchase orders

Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order

Timesheets

PDF Downloads

Map2BOB 1.1

Map2BOB Overview
Prerequisites and Compatibility
Installing Map2BOB
Setting up Map2BOB

Mapping Locations and Sites

Mapping to an Existing BOB Site
Creating a BOB Site
Tracking a Site
Unlinking a BOB Site

Mapping Customers and Clients

Mapping to an Existing BOB Client
Creating a BOB Client
Unlinking Customers and Clients

Mapping Contacts

Mapping to an Existing BOB Site Contact
Creating a BOB Site Contact
Unlinking BOB Site Contacts

Mapping Equipment

Mapping Existing BOB Equipment
Creating BOB Equipment
Unlinking BOB Equipment

Uninstalling Map2BOB
Release Notes

ESMS

ESMS Releases

ESMS 1.0.1
ESMS 1.1.0
ESMS 1.2.0

ESMS User Guide

ESMS Overview

Field mapping information
Sign up
Forgot password
Logging in
Accepting a Company invitation

Account

Viewing your Account overview profile
Setting the default Company
Updating your password
Accessing applications
Logging out

Admin

Working with Companies
Working with User Roles
Working with Users

Working with Integrations

Setting up a Connect integration
Setting up a Signature Integration
Setting up a ServiceChannel Integration

Home

Working with Clients
Working with Sites
Working with Equipment

Schedule 5.0

What's New

Readme

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
New Features
Issues Fixed

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule

Setting Up Schedule

Administration Setup

Setting up Users
Working with Roles
Setting Up Resource Options
Processing Requests
Setting up XOi Integration

General Setup

Setting up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting up Global Options

Map View Setup

Setting Up Mapping Options

Geocoding Service Locations and Technician Locations

Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations

Setting Up Vehicles

Report Setup
Email Notification Setup

Schedule Configuration

Schedule Metadata

Grid Configuration

Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js

Building Optimization Broker Settings

Using the Schedule Board

Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working with Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working with Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports
Working with Notes and Attachments

Working with the Job Panel

Printing the Job Schedule by Cost Code report

Working with Purchase Orders

Using the Customer Hub

Working with Customers

Viewing the Customer Tab
Creating a New Customer

Working with Locations

Viewing the Location Tab
Creating a New Location

Working with Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab

Using the Map View

Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations

Troubleshooting

Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Error Occurred During the Registration Check
Resource Has an Invalid Current Location

PDF Downloads

Signature Agent

Signature Agent Configuration Guide

Compatibility
Installing Signature Agent Configuration
Updating Signature Agent
Completing Signature Agent Configuration

Working with Event Trigger Notifications

Advanced Communications

Legal Declarations
Contact Information

MobileTech 2023 (9.5)

What's New in MobileTech

Release Notes

10/29/2025 - RESOLVED - Outage with Azure services that are causing problems
10/27/2025 - RESOLVED with 18.2.4 or higher - MobileTech App Sync Issue
April 2025 Service Pack Readme
September 2023 Readme

Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Access by User Role/Type

Control Definitions

Common Offline HTML File Layout
Call History Changes
PO Receipt Changes
Task Changes

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Import the MobileTech Woodford Project
Install or Upgrade the MobileTech Client
Install eTimeTrack Web Service

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

MobileTech Global Settings
MobileTech Company-Specific Settings
Email Settings
Report Settings
Mobile Device Global Settings
Service Call Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Auto Open Form Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings
Quadra Integration

Set up Attachment Extensions
Set up Customer Options for Field Invoicing and Field Payments

Set up Report Email Options

Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices

Set up TimeTrack Batch Options

Set Up New Users

Add a MobileTech User
Import Multiple MobileTech Users
Load Data

User Role Maintenance
Switching Companies
Set Up Additional Companies

Set up MobileTech on a Client Device

First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing

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 Service Call Creation for Both Inactive Customers and Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for 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

Access Resco Cloud Dashboard
Manage Resco Administrator Account
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity

Information Processing in Microsoft Dynamics GP

Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Drop Ship Purchase Order Receipts
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing

Troubleshooting

Callback Error
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
Resco's New Login Experience

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
BOB Dashboard and Tabs

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Updating GPS Coordinates
Request Service History for a Location

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Add Attachments to a Service Call
Create a Service Call or Request from BOB Dashboard or Tab

Inspections

Appointments

Create or Change an Appointment
Complete a Service Appointment
View Related Appointments
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Adding an Attachment to an Appointment
Adding an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis Inspection
Create or Edit Location Contacts
Create a Note
Set an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collecting the Signature for the Field Invoice Report
Collect Payments from Customers

Job Appointments

Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment

Purchase Orders

Receive Items from a Drop-Ship Purchase Order
Create a Purchase Order
Change or Delete a Purchase Order Line
View a Service Management Purchase Order

Equipment

Create or Change an Equipment Record

Working with Sublocations

Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record
Adding Attachments to Equipment

Time Entry

Adding Attachments to Time Entry
Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries

PDF Downloads

MobileTech 8.6

Release Notes

Service Pack 1 Readme

Readme

Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Known Resco Issue

Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources

Control Definitions

Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)

Setting up MobileTech

Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)

Set up MobileTech Administration

Menu Navigation Overview
Launching MobileTech Admin
Create a Cleanup Job for the Middle-tier Database

Set Up MobileTech Options

MobileTech Global Settings
MobileTech Company-Specific Settings
Report Settings
Mobile Device Global Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings

Set up Attachment Extensions
Set up Customer Options for Field Invoicing and Field Payments

Set up Report Email Options

Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices

Set up TimeTrack Batch Options

Set Up New Users

Add a MobileTech user
Import Multiple MobileTech Users
Load Data

User Role Maintenance
Switching Companies
Set Up Additional Companies

Import the MobileTech Woodford Project

Set up MobileTech on a Client Device

First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing

Setting up Woodford (optional)

Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date Filters (optional)
Enter the Google Maps API Key (optional)
Enable Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)

Enable Resco Inspections (optional)

Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Set up the MobileTech Inspection Manager (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)
Resco's Summer and Autumn 2021 Release Updates

Filter Service Call Types (optional)
Add Synchronization Prompt (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Set Time In/Out to Display Rounded Time (Optional)
Enable Service Call Creation for Inactive Locations (optional)
Turn Off Ability to Delete Time-In for Service Appointments (optional)

Setting up Information in Microsoft Dynamics GP
Setting up XOi Deep Linking (optional)

Using MobileTech

Completing Administrative Tasks and Procedures

Access Resco Cloud Dashboard
Change a Resco Administrator Password
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity

Information processing in Microsoft Dynamics GP

Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Approving/Rejecting Timesheets
Process Contact Management
Process Drop Ship Purchase Order Receipts

Troubleshooting

Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Request Service History for a Location
Updating GPS Coordinates

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create Inventory Transactions for Task Materials
Work with Service Call, Equipment, and Task Attachments
Create a Service Call or Request from BOB Dashboard or Tab

Inspections

Appointments

Create or Change an Appointment
Complete an Appointment
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Adding an XOi Attachment
Time In and Out of Appointments
Delete Time-In for Service Appointments
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis Inspection
Create or Edit Location Contacts
Create a Note
Setting an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collecting the Signature for the Field Invoice Report
Collect Payments from Customers

Job Appointments

Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment

Equipment

Create or Change an Equipment Record
Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record

Purchase Orders

Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order

Time Entry

Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Timesheet Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries

BOB Dashboard and Tabs

PDF Downloads

Schedule 4.7

Release Notes

Readme

Requirements and Compatibility
Upgrading and Installing Schedule
New Features
Issues Fixed

Service Pack 1 Readme

Installation and Upgrade

System Requirements and Compatibility
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

Schedule Overview

Viewing the Schedule Board
Appointments and Appointment Types
Context-sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule

Setting up Schedule

Administration Setup

Setting up Users
Working with Roles
Setting Up Resource Options
Processing Requests
Setting up XOi Integration

General Setup

Setting up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call & Appointment Form Fields

Setting up Global Options

Map View Setup

Setting Up Mapping Options

Geocoding Service Locations and Technician Locations

Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations

Setting Up Vehicles

Report Setup
Email Notification Setup

Schedule Configuration

Schedule Metadata

Grid Configuration

Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings