Mobile Settings

Mobile Settings control the default values and technician options used by MobileTech. Administrators configure company and business-unit defaults in the web app.

Accessing Mobile Settings

1. In Settings, select Mobile Settings.

2. Complete the following sections.

3. Select Save when finished.

Appointment Settings

In the Appointment Settings section, select the default Unassigned Technician resource for mobile scheduling flows.

• Unassigned Technician: Select the default unassigned technician used by mobile scheduling flows. The list includes only active Technician resources in this business unit that are not linked to a user or employee.

Cost Settings

Select Cost and decide whether technicians may change price or cost values on service call costs. All four choices are off by default.

Inventory Items

• Allow tech to change service call cost unit price: Enable this to let technicians override the unit price for Inventory service call costs.

• Allow tech to change service call cost unit cost: Enable this to let technicians override the unit cost for Inventory service call costs.

Non Inventory/Service Items

• Allow tech to change service call cost unit price: Enable this to let technicians override the unit price for Non Inventory and Service service call costs.

• Allow tech to change service call cost unit cost: Enable this to let technicians override the unit cost for Non Inventory and Service service call costs.

Inventory/Expense

Use the Inventory/Expense section to set the cost categories that FORGE Mobile automatically applies when technicians add inventory, non-inventory, service, or mileage costs. These defaults help classify service call costs consistently and reduce manual selection during mobile entry.

• Default Inventory Cost Category: Select the read-only category applied when a technician adds an Inventory item in the mobile cost step. Choices are active non-labor categories that have an inventory posting group.

• Default Non Inventory Cost Category: Select the read-only category applied when a technician adds a Non Inventory expense. Choices are active non-labor categories.

• Default Service Cost Category: Select the read-only category applied when a technician adds a Service expense. Choices are active non-labor categories.

• Default Mileage Cost Category: Select the category used for mileage service call cost rows. In Separate mileage entry mode, this and Default Mileage Inventory Item must both be active before a technician can save mileage.

Labor Settings

In the Labor Settings section, select the following:

• Default Labor Rate Category: Select the active Labor Rate Category used for mobile labor. Selecting a category automatically supplies its Service Product.

• Default Labor Product: Select the Service product used for labor posting when no Labor Rate Category is selected. When a category is selected, this field is read-only and displays Labor Product is set in Rate Category.

Purchase Order Settings

• Use PO Non Inventory Items: Enable to allow non-inventory items to be added to a purchase order.

Time Settings

All four controls are enabled by default.

• Use Labor Time Log: Keep this enabled to use labor timers and Start and End fields. Disable it so new labor entries use Date and Duration.

• Use Travel Time Log: Keep this enabled to use travel timers and Start and End fields. Disable it so new travel entries use Date and Duration.

• Time Log Lock Time In Time Out: Keep this enabled to prevent technicians from changing Time In and Time Out when editing mobile time logs. Disable it to allow those edits.

• Time Log Lock Labor Hours: Keep this enabled to prevent technicians from changing total labor hours when editing mobile time logs. Disable it to allow Duration edits.

Travel Settings

In the Travel Settings section, select the following:

• Default Travel Rate Category: Select the active Labor Rate Category used for mobile travel time.

• Default Mileage Inventory Item: Select the active Service product used for mileage-related posting. In Separate mileage entry mode, this and Default Mileage Cost Category must both be active before a technician can save mileage.

• Mileage Entry Mode (Required): Choose Included with travel entry to collect mileage when travel ends or a manual travel entry is saved. Choose Separate mileage entry to provide an Add Mileage action in a workflow step that includes Travel. Included with travel entry is the default.

Configure Conflict Resolution

Conflict resolution controls how mobile edits are resolved when the server record changed before the sync finishes.

Choose a policy for each entity. Each selector requires one policy and cannot be cleared.

• Server Wins preserves the server record.

• Device Wins retries the mobile change against the latest server version.

• Manual Action retains the conflict for review.

Complete the following fields:

• Annotation: The default value is set to Server Wins.

• Appointment: The default value is set to Device Wins.

• Appointment Task: The default value is set to Device Wins.

• Contact: The default value is set to Server Wins.

• Customer: The default value is set to Server Wins.

• Equipment: The default value is set to Server Wins. Equipment provides the strongest current field-focused conflict-review experience.

• Location: The default value is set to Server Wins.

• Purchase Order: The default value is set to Server Wins.

• Purchase Order Line: The default value is set to Server Wins.

• Service Call: The default value is set to Device Wins.

• Service Call Cost: The default value is set to Server Wins.

• Service Call Equipment Assignment: The default value is set to Server Wins.

• Time Entry: The default value is set to Device Wins.

• Time Log: The default value is set to Device Wins.