Appointments

Working with appointments

To work with appointments, choose Appointments, or from a service call, choose the Appointments tab.

If MobileTech is set up to use time logs, when the appointments list is displayed, you can easily see which service appointments, job appointments, and technician activities you're timed in to. These appointments are designated with a clock icon. For more information, see Time In and Out of Appointments.

To work with an existing appointment, select an appointment and choose More. Use these tabs to view additional information.

Icon	Description
	Appointment View or change appointment details. Depending on the MobileTech setup, you might be able to find links to these notes at the bottom of the Appointment pane when you view the details for a service call appointment. Depending on your company's setup, you can also access the XOi hyperlink for SEE Workflow or XOi Workflow and XOi Site History. Customer notes Customer location notes Service call notes, including service call description and resolution notes Appointment notes Equipment notes for one or more pieces of equipment Contract notes For any of the above links, if a note exists, the link is highlighted. You can click the links to view the notes. When you view most types of notes, a separate pane is displayed. Therefore, when you close the note, you'll return to the appointment details pane from which you opened the note. However, when you view appointment notes, the Notes tab for current appointment is displayed. To return to the appointment details, choose the Appointment tab. If you close the appointment note, you're also closing the appointment details pane, and you'll return to the appointments list.
	Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates .
	Notes View notes that are associated with an appointment. Depending on the MobileTech setup, you might not be able to change an existing note. You can also create a new appointment note. For more information, see Create a Note.
	Job Safety Tasks Depending on the MobileTech setup, this tab might not be displayed. You can use job safety tasks to complete a job safety audit of a work location before you complete an appointment. See Complete a Job Safety Audit.

To enter labor, travel, expense, and inventory transactions, or to mark an appointment as complete, select an appointment in the appointments list and choose Complete or if you are in the Appointment window, select the menu icon and then select Complete. For more information, see Complete an Appointment .

To time in or out of an appointment, select an appointment from the appointments list and choose Time In or Time Out. Depending on the MobileTech setup, this button might not be available. For more information, see Time In and Out of Appointments .

To create or change an appointment for a service call, see Create or Change an Appointment .