MobileTech
MobileTech
Breadcrumbs

Using MobileTech

This topic explains how technicians use MobileTech to complete appointments, enter time and costs, and finish work.

Sign In to MobileTech

  1. Open the mobile app in a browser.

  2. Sign in using the same Microsoft account used to access Forge.

  3. Wait for the app to load appointments, time entries, and settings.

  1. Use the navigation to switch between Appointments, Time, and Settings.

  2. The app automatically adjusts to phones and tablets.

Open an Appointment

  1. Select an appointment from the Appointments list.

  2. The app loads the workflow assigned to that appointment.

  3. Required steps are highlighted until completed.

Review Appointment Details

  1. Open the Details step to review service call, customer, location, and equipment information.

  2. View or enter notes if editing is enabled.

  3. Use speech-to-text where available to enter notes.

Record Travel Time

  1. Start travel from the Time step.

  2. End travel when finished.

  3. Enter mileage if prompted.

  4. Select a travel rate category if required.

  5. Save the travel entry.

Record Labor Time

  1. Start a labor time entry or add one manually.

  2. Stop the entry when work is complete.

  3. Save the labor time.

  4. Complete required labor time before finishing the appointment, if required.

Add Costs and Products

  1. Open the Products or Costs step.

  2. Add inventory, non-inventory, or service items.

  3. Enter quantities and unit pricing as allowed.

  4. Edit or delete draft costs if needed.

  5. Note that posted costs cannot be edited.

Resolve Validation Messages

  1. Review any validation messages shown in the workflow.

  2. Select a validation message to jump directly to the step that needs attention.

  3. Complete all required steps.

Generate and Save the Resolution

  1. Open the Resolution step.

  2. Generate an AI summary if available.

  3. Review and edit the summary as needed.

  4. Apply and save the resolution.

Complete the Appointment

  1. Choose how to finish the appointment.

  2. Select Complete to finish the appointment, or Complete and Create New to create a follow-up appointment.

  3. Save to finalize the appointment.