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MobileTech 2025

All Help Documentation

MobileTech 2025

Main

All Help Documentation

Main

What's New in Service Pack 1 - MobileTech+
What's New - September 2025

Release Notes

Service Pack 1 Readme
Readme - September 2025
10/29/2025 - RESOLVED - Outage with Azure services that are causing problems
10/27/2025 - RESOLVED with 18.2.4 or higher - MobileTech App Sync Issue

Installation & Administration Guide

Introduction

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

Control Definitions

Common Offline HTML File Layout
Call History Changes
PO Receipt Changes
Task Changes

Menu Navigation Overview

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Install or Upgrade the MobileTech Client
Import the MobileTech Woodford Project

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)
Launching MobileTech Admin
Create a Cleanup Job for the Middle-Tier Database

Set Up MobileTech Options

MobileTech Global Settings
MobileTech Company-Specific Settings
Email Settings
Report Settings
Mobile Device Global Settings
Job Settings
Service Call Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Auto Open Form Settings
Signature Settings
XOi Integration
Quadra Integration

Set up Attachment Extensions
Set Up Customer Options for Field Invoicing and Field Payments

Set Up Report Email Options

Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices

Set Up TimeTrack Batch Options

Set Up New Users

Add a MobileTech User
Import Multiple MobileTech Users
Load Data

User Role Maintenance
Switching Companies
Set Up Additional Companies

Set Up MobileTech on a Client Device

First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting Up Host Syncing

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 Service Call Creation for Both Inactive Customers and Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for 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 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

Setting Up XOi Deep Linking (Optional)

Working with MobileTech+

AI Call Summary Generation
Enable the MobileTech+ Job Safety Analysis (Optional)
MobileTech+ Woodford Roles Overview
Enable the MobileTech+ Equipment Checklist (Optional)
Import Templates to the MobileTech+ Template Designer (Optional)
Limit MobileTech+ to Technician Teams and/or Branches (Optional)
Set Up Email Options for MobileTech+ Reports
Enable the Tree View Folder Structure for MobileTech+ (Optional)
Update the Available MobileTech+ Views
Import Questions From Images/PDF Documents to MobileTech+ (Optional)
MobileTech+ Validation During Appointment Validation Check (Optional)
Add Your Logo to a MobileTech+ Report
Set Up the MobileTech+ Manager (Optional)
Disable and Remove MobileTech+

Completing Administrative Tasks and Procedures

Access Resco Cloud Dashboard
Manage MobileTech Integration User
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+ Validate Failed Error
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
Resco's New Login Experience
Windows SmartScreen is blocking the installation.

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Notes
Attachments

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

MobileTech Setup for Mobile Devices

Customers and Locations

Updating GPS Coordinates
Request Service History for a Location

Service Calls

Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials

MobileTech+

Complete an Equipment Checklist
Complete the Opportunities Form
Complete the Job Safety Analysis
Complete the Service Workflow

Appointments

Create or Change an Appointment
Complete a Service Appointment
View Related Appointments
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Add an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Generate AI Summary
Complete a Job Safety Audit
Complete a MobileTech+ Job Safety Analysis
Create or Edit Location Contacts
Set an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collect the Signature for the Field Invoice Report
Collect Payments From Customers

Jobs and Job Appointments

Work With an Existing Job Appointment
Complete a Job Appointment
Edit a Job Appointment
Enter and Edit Change Orders for Jobs
Complete the Summary Tab for a Job Appointment
Create a Job Appointment

Purchase Orders

Receive Items From a Drop-Ship Purchase Order
Create a Purchase Order
Change or Delete a Purchase Order Line
View a Service Management Purchase Order

Equipment

Create or Change an Equipment Record

Working with Sublocations

Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record

Time Entry

Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entry for Job Labor w/o Appointment
Save Time Entries and Generate the Employee Time Sheet Report
Submit Time Entries for Manager Approval
Update Rejected Time Entries

PDF Downloads

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MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Notes
Attachments
Synchronization
MobileTech Setup for Mobile Devices
Customers and Locations
Service Calls
MobileTech+
Appointments
Field Invoices and Customer Payments
Jobs and Job Appointments
Purchase Orders
Equipment
Time Entry

See PDF Downloads for a downloadable version.

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Support Lifecycle Policy
Enhancements by Release

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