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MobileTech 2019 (7.0)
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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)
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Release Notes
Readme
Service Pack 1 Readme
