You can use the MobileTech+ Equipment Checklist template from the service appointment completion form. The MobileTech+ template focuses on specific equipment questions. This feature is available if you have purchased MobileTech+.
The Equipment Checklist report is available as a service call attachment in Microsoft Dynamics GP.
To enable the Equipment Checklist form and report, follow these steps.
Import the Equipment Checklist Report to Report Designer
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In MobileTech Administration, go to Tools > Launch Resco Cloud Dashboard.
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On the Reports tile, select Open Reports.
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Select Import.
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The window opens to the previous location (Program Files (x86)/Signature/MobileTech/Admin/MobileTechPlus/Templates).
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Select Equipment Checklist.xml.
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Select Open.
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In the Import New Mobile Report window, enter the Name of the report: Equipment Checklist.
IMPORTANT: This report name must match the report filename. -
Select OK.
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Select the Equipment Checklist report.
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Select Activate.
Import the Equipment Checklist into the Template Designer
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From the top left navigation, click the back arrow to exit Report Designer.
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From the Template Designer tile, select Open Template Designer.
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From the menu bar, select Import.
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Navigate to the Program Files (x86)/Signature/MobileTech/Admin/MobileTechPlus/Templates folder.
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Select Equipment Checklist.qbuilder.
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Select Open.
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Select Next.
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Select Next.
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Select Import.
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Select Close.
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In the Templates List window, select Equipment Checklist.
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From the menu bar, select Publish.