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MobileTech 2019 (7.0)

All Help Documentation

MobileTech 2019 (7.0)

Main

All Help Documentation

Main

Release Notes

Readme
Service Pack 1 Readme

Installation & Administration Guide

Introduction

Compatible operating systems
Prerequisite applications
Other system requirements
Other resources

Installing and Upgrading MobileTech

Install MobileTech Sync Server
Install MobileTech Integration Sync
Set up Distributed Transaction Coordinator (DTC)
Install MobileTech Administration
Install eTimeTrack Web Service
Install MobileTech Client
Install Resco Woodford
Upgrade MobileTech

Setting up MobileTech

Set up password complexity and lockout policy

Set up MobileTech Administration

Create a cleanup job for the middle-tier database
Set up MobileTech Options

Set up Additional Options

Set up TimeTrack batch options
Set up report and email options
Optional: Add call, appointment, and location information to email subject lines and attachment names
Set up file extension options for attachments
Optional: Specify which report attachments sync to devices
Set up customer options for field invoicing and field payments
Load data
Set up additional companies
Optional: Increase the maximum size of the MobileTech event log

Set up new users

Add a MobileTech user
Import multiple MobileTech users

User Role Maintenance
Verify attachment setup

Use Woodford to modifying entities

Enable Flexible Forms
Enable Mobile Auditing
Setting the Fetch Limit

Set up MobileTech on a client device

Setting up host syncing
MobileTech Client Setup on a Mobile Device

Set up information in Microsoft Dynamics GP

Set up TimeTrack to maintain history
Set up TimeTrack for unbilled transactions
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

Set up and use work crews for appointments

Set up work crews
Assign employees to work crews

Set up job safety audit (JSA) information

Create an unsafe work environment indicator
Create the JSA task list type
Create task codes for JSA tasks
Set up responses for JSA tasks
Create JSA task lists and add task codes
Naming conventions for JSA task list IDs and task codes

Set up sublocations for barcoding

To set up sublocations for barcoding

Using MobileTech

Information processing in Microsoft Dynamics GP

Process inventory and non-inventory item transactions
Process purchase orders in Service Management and Purchasing
Process additional work requests for a technician
Process field invoices and payments
Process contact management

Completing administrative tasks and procedures

Refresh specific lookups
Monitor processes and tasks by using Integration Monitor
View user device information and sync activity
Using Report Maintenance
Change a Resco administrator password

MobileTech Help

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

Synchronization

Resolving sync issues
Clearing the error log

MobileTech setup for mobile devices

Customers and locations

Request service history for a location
Updating GPS coordinates

Service calls

Create or edit 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 call and task attachments

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
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Summary tab
Complete a job safety audit
Creating or editing location contacts
Create a note

Field invoices and customer payments

Before you generate a field invoice
Collecting signatures
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
Enter a meter reading
Create or edit a refrigerant tracking record

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

PDF Downloads

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MobileTech 2019 (7.0)
Installation & Administration Guide
Using MobileTech

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Completing administrative tasks and procedures

This section provides information about tasks and procedures that administrators might occasionally have to complete in MobileTech Administration.

Refresh specific lookups
Monitor processes and tasks by using Integration Monitor
View user device information and sync activity
Using Report Maintenance
Change a Resco administrator password

Pagination

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Refresh specific lookups

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Contact Information
Feature Requests
Customer Portal
Support Lifecycle Policy
Enhancements by Release

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