MobileTech Help

Synchronization

• Resolving sync issues
• Clearing the error log

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, equipment, 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