MobileTech Help

Synchronization

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

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
• Create a Service Call from BOB Dashboard or Tab

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
• Complete a Job Safety Analysis Inspection
• 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

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