Working with MobileTech+

MobileTech+ is an optional paid feature designed to enhance your mobile experience with advanced capabilities. MobileTech+ is compatible with Signature 2024 and Signature 2025 (and higher).

MobileTech+:

• Simplifies the analysis or checklist process by allowing technicians to complete templates and generate customizable reports on the device immediately after finishing a task.

• Includes four pre-built templates: Equipment Checklist, Job Safety Analysis, Opportunities Form, and Service Call Workflow.

• The AI Call Summary feature automatically generates resolution notes directly from the AI Summary screen. See AI Call Summary Generation.

MobileTech+ Templates

MobileTech+ allows you to build robust mobile workflows and generate a report directly on a device, immediately after completing a MobileTech+ template. You can customize the MobileTech+ templates directly in the Template Designer or Report Designer.

Templates included with MobileTech+:

• 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 to complete the appointment.

Steps to Complete

When you purchase MobileTech+, you will need to:

• Import the MobileTech+ project. See Import the MobileTech Woodford Project. This includes instructions on how to create the child project and import the MobileTech+ project.

• Assign the Inspector Role in MobileTech Admin to any technicians using MobileTech+.

• If you will be using the:

  • Job Safety Analysis: Complete the steps to Enable the MobileTech+ Job Safety Analysis (Optional). 

  • Equipment Checklist: Complete the steps to Enable the MobileTech+ Equipment Checklist (Optional).