MobileTech+

MobileTech+ is a collection of custom templates that your company has created. MobileTech+ templates can be performed for service appointments, job appointments, customers, locations, equipment, and additional work. Your company may require you to complete a template before you can complete the appointment. This feature is available if your company has a MobileTech+ license, and the forms available depend on your company’s settings.

Forms included, but not limited to:

• Equipment Checklist: Provides a maintenance checklist for equipment by type.

• Job Safety Analysis: Assess the safety of a work location before completing a service or job appointment. Job Safety Analysis identifies safety standards, potential risks, and hazards.

• Opportunities Form: Use this form to record any information that might require additional billable work in the future

• Service Workflow: Provides a service appointment workflow that you can step through to complete the appointment.

MobileTech+ List Views

The views available in the MobileTech+ List depend on where you access MobileTech+ templates. You can change which views display in Woodford. If the MobileTech+ form has a regarding entity, this displays the list of forms.

• If you open MobileTech+ from the Home navigation, the default views are:

  • Completed: Displays all templates that have been completed.

  • Email Reports: Displays all completed forms that have a regarding entity with a corresponding location. The Email button displays in this view.

  • In progress: Displays all forms that are open and have not been completed.

  • In progress or completed: Displays all in progress and completed forms.

  • Templates: Displays available templates.

• If you open MobileTech+ from an entity form, the default views are: 

  • Answered MobileTech+: Displays all forms that have been answered but not completed.

  • Associated MobileTech+: Displays forms that have been created and associated with the entity.

  • Completed: Displays all forms that have been completed.

  • In progress or completed: Displays all in progress and completed forms.

  • In progress: Displays all forms that are open and have not been completed.

Viewing Completed MobileTech+ Reports

A completed MobileTech+ report is attached to the entity for which the report was created. On the device, you can view the reports that you've created in the current or previous week. If you have an internet connection, you can enter a date range and then select the Refresh icon to view all related MobileTech+ reports that have been created by any user, not just for the current user.

The report can be found by selecting the Reports tab on the following forms:

• Additional Work

• Customer

• Location

• Equipment

• Service Call (including forms for appointments on the service call)

Emailing MobileTech+ Reports

The process of emailing a completed report depends on your company settings in the MobileTech+ Report Options in MobileTech Admin.

If the email is sent via the server:

• The email information (Email From Address, Subject, and Body) is static and cannot be changed.

• The email is sent to a distribution list and selected location contacts, depending on setup. 

• The Source (sender) email address is defined on the MobileTech+ Email Options page.

• Depending on the setup in Report Settings:

  • Only one report can be attached per email. (Default setting)

  • MobileTech+ reports are attached to one email.

  • MobileTech+ reports and the Call Summary report are attached to one email.

If the email is sent via the device:

• The device's email client opens with the email information populated, but this can be edited.

• Multiple reports can be attached per email as long as their regarding entity corresponds to the same location.

• The technician's email is displayed as the Source (sender).

Server-Sent Emails

With server-sent emails, you can create the email automatically via the plugin or manually.

Automatically Created Email

When a new appointment MobileTech+ template is created, depending on your company's settings, one of the following occurs:

• The email is automatically generated when the MobileTech+ template is created, and you sync your device.

• The email is automatically generated when the appointment is completed.  This email is only automatically generated if the MobileTech+ Email Options exist in MobileTech Admin.  The MobileTech+ Email Options are MobileTech+ template specific, see Set Up Email Options for MobileTech+ Reports for more details.

  • You can also select location contacts to send the MobileTech+ report to when completing the appointment. The MobileTech+ Report Emails form is accessed just like the Summary report emails form, during the appointment completion process after selecting the checkmark. The MobileTech+ report is sent to the selected location contacts, the technician, and to the distribution list.

Manually Created Email

When you manually create server-sent email that includes the report, the email is sent when you sync your device.

1. Select MobileTech+, then select the View drop-down to display Email Reports.

2. Select the completed MobileTech+ record. 

3. Select Email. 

   • If you receive the message "No Report File exists for this MobileTech+ template. Please run and save Mobile Report". In the MobileTech+ form select the Run Report icon. In the Run Mobile Report window, select the menu icon and then select Save. Select the back icon to return to the MobileTech+ list and continue with the steps below.

   • If the regarding entity is no longer on the device, a message displays asking if you want to fetch this from the server (yes/no). If you select Yes, you will need an internet/server connection to fetch the entity.

   • If more than one MobileTech+ report exists, select the appropriate report, as you can only send one report at a time. 

4. If your company has the email recipients set up in MobileTech Admin, you can skip this step or on the Contact list, mark the contacts to receive the emailed report as an attachment. 

   • If you need to add a contact who is not on the list, select the Add icon. Enter the email address and then select Save.

   • If you don't select a contact, the default "email to" address set up in MobileTech Admin will receive the report.

5. Select the Next> icon. 

6. The report is sent when the device is synced.

Client Sent Emails

1. Select MobileTech+ and then select the view drop-down to show Email Reports.

2. Select the completed MobileTech+ record. 

3. Select Email.

   • If you receive the message "No Report File exists for this MobileTech+ template. Please run and save Mobile Report". In the MobileTech+ form select the Run Report icon. In the Run Mobile Report window, select the menu icon and then select Save. Select the back icon to return to the MobileTech+ list and continue with the steps below.

   • If the regarding entity is no longer on the device, a message displays asking if you want to fetch this from the server (yes/no). If you select Yes, you will need an internet/server connection to fetch the entity.

4. A list of MobileTech+ reports related to the same location is displayed. Select one or more reports to include with the email.  Only reports related to the same location can be included in the same email. If the Setup Option "UseServerMode" = True, then a Server Mode switch displays at the top of the page. You can access reports you created that are currently on the server (an internet connection is required).

5. Select the Email icon, and a list of location contacts displays.

6. On the Contact list, mark the contacts to receive the emailed report as an attachment. 

   • If you need to add a contact who is not on the list, select the Add icon. Enter the email address and then select Save.

   • If you don't select a contact, you can still enter an Email To address when the new email editor opens via your device's client.

7. Select the Next> icon to open your device's email app. 

8. In your email app, the MobileTech+ attachments are added.

9. Manually send the email from your device's email app.