Complete an Appointment

You can enter billable labor, travel, and other expenses while you complete work for an appointment. When you complete the appointment, it is marked as complete. The appointment is removed from the appointment list and can be viewed on your timesheet.

Appointment resolution information that you save on a different device doesn't appear on this device. However, the appointment will be successfully resolved, and the information will be displayed on your reports.

1. Choose Appointments, or from a service call, choose the Appointments tab.

2. Select an appointment and choose Complete. 

   

   If you are in the appointment window, to complete the appointment, you can select the menu icon and then select Complete.

3. You may be prompted to complete the Job Safety Report if a job safety evaluation or a job safety analysis is required before you complete work on an appointment. 
4. In the Appointment panel, choose the Call Resolution. You can also choose Add Snippets to add predefined resolution note snippets. As you select the snippets, a preview is displayed in the snippet selection window. You can select as many snippets as you want, in the order that you want them listed, and then choose the Add icon.

5. If your company uses XOi, select the option based on your company settings that displays:

   • XOi Workflow

     • SEE Workflow: Select Open XOi Vision. In the window pop-up in MobileTech, a message displays "Did you complete and submit the workflow?" Ignore this message at this time. This is to be completed after the XOi workflow. In the browser that displays, enter your XOi Vision login information and complete the defined workflow. When you've completed the XOi Workflow, return to MobileTech and choose Yes in the pop-up.

   • XOi Deep Linking - Select the Open XOi Vision hyperlink next to the appropriate field to open to the Vision app . To return to MobileTech from Vision, iOS users select Mobile CRM; Android users, select your device's back button.
     • XOi Workflow: Opens the Vision app to the Job window. 
     • XOi Site History: Opens the Vision app to the Location History window.

6. Enter information on these tabs:

   

   The tabs that are available depend on the MobileTech setup. Some functionality that is described for these tabs might not be available for your organization.

   Icon	Description
   	Resolution If the system is set up for you to enter resolution information for appointments, you can select call resolutions and resolution note snippets for appointments. Your system administrator determines whether a call resolution should be entered for service calls or for appointments. You can also choose Add Snippets to add predefined resolution note snippets. As you select the snippets, a preview is displayed in the snippet selection window. You can select as many snippets as you want, in the order that you want them listed, and then choose the Add icon.
   	Task You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call.
   	Task Materials Depending on the MobileTech setup, you can view the task materials, or replacement parts, that are associated with a task for a service call. This is helpful when you're onsite at a customer location so you know what parts you'll need to have on hand to complete a task.
   	Timesheet Entries You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week.
   	Inventory You can enter billable inventory costs for an appointment. If you inadvertently enter an inventory item, you can delete it before it is synced.
   	PO Lines   You can create purchase orders on your mobile device for items that need to be purchased while on a service call. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing.
   	PO Receipts You can receive items on drop-ship purchase orders while on a job appointment or service call.
   	Summary You can view the information that you have entered for this appointment.
   	SEE XOi attachment You can add an attachment and create a unique hyperlink to the XOi server. This hyperlink is copied into the Resolution Note section.
   	Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.

7. After entering the appropriate resolution information, select the checkmark icon in the top right corner. 

8. Depending on how your system is set up, you might have the option to send the Appointment Summary report to appropriate personnel in the organization. You can search for a contact by entering the name, email address, or phone number. You can also add a contact by choosing the Add icon. See Create or Edit Location Contacts for more information. 

   

   If you choose Select All to mark all of the listed contacts, and some of the contacts display Email Missing, an "Invalid Email" message displays. You can either manually unmark any contacts with missing emails or you can select Clear All and then manually mark contacts with email addresses.

9. When you finish adding or selecting email addresses, choose Next to complete the appointment.
10. Choose from the following:
    • Complete Appointment - After the appointment is completed, choose the Sync icon to update the host system with the completed appointment. 
    • Complete and Create New - The appointment is completed but not synced. The New Appointment window opens. When you save and sync the new appointment, this performs a full synchronization, including the completed appointment. See Create or Change an Appointment for information about creating a new appointment.

If the Call Summary report is set up, it is generated after you sync your device with the host system. This report is attached to the service call and is automatically sent by email to the recipients who are designated in the MobileTech setup.