Installation & Administration Guide

Introduction

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

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
• Set up Attachment Extensions
• Set Up Customer Options for Field Invoicing and Field Payments
• Set Up Report Email Options
• Set Up TimeTrack Batch Options
• Set Up New Users
• User Role Maintenance
• Switching Companies
• Set Up Additional Companies
• Set Up MobileTech on a Client Device
• 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 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

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 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
• 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'