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MobileTech 2020 (8.0)

All Help Documentation

MobileTech 2020 (8.0)

Main

All Help Documentation

Main

Release Notes

MobileTech 8.0 Readme
MobileTech 8.0 Service Pack 1 Readme
MobileTech 8.0 Service Pack 2 Readme

MobileTech 8.0 Installation & Administration Guide

Introduction

Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources

Control Definitions

Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes

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)

Setting up MobileTech

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

Set up MobileTech Administration

Menu Navigation Overview
Launching MobileTech Admin
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
XOi Integration

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
Switching Companies
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
Enabling the Automatic Timesheet Generation after Job Appointment Completion

Set up MobileTech on a Client Device

MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
First Time Logging into Mobile CRM

Set up Information in Microsoft Dynamics GP
XOi Deep Linking Setup

Using MobileTech

Information processing in Microsoft Dynamics GP

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

Completing Administrative Tasks and Procedures

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

Sync Error Troubleshooting

MobileTech Help

Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options

Synchronization

Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files

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
Work 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 Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Create or Edit Location Contacts
Create a Note
Setting an Unsafe Work Environment Status

Field Invoices and Customer Payments

Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collecting the Signature for the Field Invoice Report
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/Unassign Equipment on 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

Updating Rejected Time Entries
Submitting Time Entries for Manager Approval
Save Time Entries and Generate the Employee Time Sheet Report
Create Timesheet Entries for Unbilled Expenses
Create Time Entries for Unbilled Travel
Create Time Entries for Unbilled Labor

PDF Downloads

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Job Appointments

Edit Job Appointments
Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment

Pagination

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Collect Payments from Customers
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Edit Job Appointments

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

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