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MobileTech 2018 (6.0)

All Help Documentation

MobileTech 2018 (6.0)

Main

All Help Documentation

Main

Release Notes
Installation & Administration Guide

MobileTech Help

Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options

Synchronization

Syncing with the host system
Resolving sync issues
Clearing the error log

MobileTech setup on a mobile device

Setting up technician preferences on a mobile device
Setting up default pay codes

Customers and locations

Working with customers
Working with locations
Updating GPS coordinates
Request service history for a location
Create a note

Service Calls

Working with service calls
Create or change a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service calls and task attachments
Create a note for service calls

Appointments

Working with appointments
Create or change an appointment
Complete an appointment
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
Adding an XOi attachment before completing an appointment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Signatures tab
Complete the Summary tab
Complete a job safety audit
Create a note for appointments

Field invoices and customer payments

Before you generate a field invoice
Generate a field invoice for an appointment
Collect payments from customers

Job Appointments

Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment

Equipment

Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes to update and locate equipment and inventory information
Enter a meter reading
Create or edit a refrigerant tracking record
Create a note for equipment

Purchase Orders

Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order

Timesheets

Create timesheet entries
Save timesheet entries and generate the Employee Time Sheet Report

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Customers and locations

Working with customers
Working with locations
Updating GPS coordinates
Request service history for a location
Create a note

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