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MobileTech 2019 (7.5)

All Help Documentation

MobileTech 2019 (7.5)

Main

All Help Documentation

Main

MobileTech 7.5, Service Pack 1, and Service Pack 2 Readme

MobileTech 7.5 Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources

Installing or Upgrading MobileTech

Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Enable the Legacy SEE Integration with MobileTech 7.5 (optional)

Setting up MobileTech

Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Optional: Increase the Maximum Size of the MobileTech Event Log

Set up MobileTech Administration

Create a cleanup job for the middle-tier database

Set up MobileTech Options

MobileTech Global Settings
MobileTech Company-Specific Settings
Report Settings
Mobile Device Global Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Signature Settings
2SEE Settings

Set up Additional Options

Set up attachment extensions
Set up customer options for field invoicing and field payments

Set up report and email options

Optional: Add call, appointment, and location information to email subject lines and attachment names
Optional: Specify which report attachments sync to devices

Set up TimeTrack batch options

Set up new users

Add a MobileTech user
Import multiple MobileTech users
Load data

User Role Maintenance
Set up additional companies

Import the MobileTech Woodford Project

Set up Woodford

Enable Flexible Forms
Enable Mobile Auditing
Set the Fetch Limit
Set up the Sync Date filters
Enter the Google Maps API key
Enabling Sync Dashboard

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

Using MobileTech

Information Processing in Microsoft Dynamics GP

Process Field Invoices and Payments
Process Additional Work Requests for a Technician
Process Purchase Orders in Service Management and Purchasing
Process Inventory and Non-Inventory Item Transactions
Approving/Rejecting Timesheets
Process Contact Management

Completing Administrative Tasks and Procedures

Refresh Specific Lookups
Change a Resco Administrator Password
Using Report Maintenance
View User Device Information and Sync Activity
Monitor Processes and Tasks by Using Integration Monitor

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, 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

Time Entry

PDF Downloads

Breadcrumbs

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MobileTech 7.5

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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

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

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

Time Entry

Pagination

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Log into MobileTech

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

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