Optional: Adding Information to Email Subject Lines and Attachment Names

Service Call Call Reports

You can set up MobileTech to automatically include the service call ID and appointment number, location, service call ID (only), and/or short service call description in the email subject line and the name of the PDF attachment when Call Summary, Appointment Summary, and/or Field Invoice reports are sent via email.

To add additional information with parameters:

1. In MobileTech Administration, select Setup Options, and then select Options > Report Options.
2. On the Report Email Options page, for the Call Summary, Appointment Summary,  and/or Field Invoice Report, scroll to the Email Subject column.
3. In the Email Subject column, to include the following automatically, enter:

   • Service Call ID and Appointment Number: Enter a space and then type ({0}).

   • Service Call ID, Appointment Number, and Location: Enter a space and then type ({0} : {1}).

   • Service Call ID and Short Description: Enter a space and then type ({2} : {3}).

   • Service Call ID, Location, and Short Description:  Enter a space and then type ({2} : {1} : {3}).

4. Select the Save icon and close the page.

Job Appointment Summary Report

You can set up MobileTech to automatically include the job number and appointment number in the email subject line and the name of the PDF attachment when the Job Summary report is sent via email.

To add additional information with parameters:

1. In MobileTech Administration, select Setup Options, and then select Options > Report Options.
2. On the Report Email Options page, for the Job Appointment Summary Report, scroll to the Email Subject column.
3. In the Email Subject column, enter a space and then type ({0}).
4. Select the Save icon and close the page.