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MobileTech 2018 (6.0)
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All Help Documentation
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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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Synchronization
Syncing with the host system
Resolving sync issues
Clearing the error log
