Complete the Summary Tab

The Summary tab displays the information that you have entered for this appointment. Depending on your setup, this information is also displayed on the Call Summary and Appointment Summary report. Once you complete the appointment, you cannot enter additional information about this appointment. If the Call Summary and/or Appointment Summary report are set up, they are generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.

The Call Summary and Appointment Summary reports are attached to the service call and service appointment and can be viewed in Signature.

If you are using Flexible Forms, a Refresh icon displays on the Summary tab. You may need to refresh the form to see the latest updated.

Reviewing the details

1. On the Summary tab, review the details that you entered for this appointment. 
   
   • Service Summary
     • Service Call
     • Appointment
     • Opened
     • Completed - This can be edited on the Resolution tab.
     • Description
   • Customer Location
     • Customer
     • Address information
   • Call Details
     • Problem Type
     • Call Type
     • Customer PO
     • Technician
     • Resolution Note
   • Call Resolution
     • Name
     • Description
   • Task Summary
   • Time Entries
   • Consumed Inventory
   • Purchase Order

2. Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting signatures below for more information. 

   

   Turn the device horizontally to increase the size of the signature field.

3. Select the Technician Signature button to add your signature, if needed based on setup.
4. After confirming the information, choose checkmark icon. Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.
   
   • If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.
   • If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.
5. When the confirmation message is displayed, choose Complete Appointment . 
6. The appointment is removed from the list of appointments. If the Call Summary or Appointment Summary report is set up, it is generated, attached to the service call, and sent by email to the recipients who are designated in the MobileTech setup.

Collecting Signatures

Use the Summary tab to sign off on an appointment and capture the customer's signature when the work is complete. Depending on the MobileTech setup, the signature capture may be required before the appointment can be completed. The signature capture is an optional feature that is enabled in setup.

If you need to obtain signatures (Customer and/or Technician), scroll to the bottom of the Summary tab window and choose the appropriate button. If a signature is missing, the button displays as red. Once the signature is obtained, the button displays as green. If you need more space for a signature, turn your device horizontally to rotate the screen and the signature field will be full screen. 

• Customer Signature
  Enter the customer's name or the name of the contact who represents the company. Enter the customer name, and then request that the customer sign in the box below the name.
• Technician Signature
  Your name displays for the technician name. Sign in the box below your name.