Skip to main content
MobileTech 2021 (8.6)
All Help Documentation
Main navigation
MobileTech 2021 (8.6)
Close navigation
Main
All Help Documentation
Main
Release Notes
Service Pack 1 Readme
Readme
Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Known Resco Issue
Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Setting up MobileTech
Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
Set up MobileTech Administration
Menu Navigation Overview
Launching MobileTech Admin
Create a Cleanup Job for the Middle-tier Database
Set Up MobileTech Options
MobileTech Global Settings
MobileTech Company-Specific Settings
Report Settings
Mobile Device Global Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings
Set up Attachment Extensions
Set up Customer Options for Field Invoicing and Field Payments
Set up Report Email Options
Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices
Set up TimeTrack Batch Options
Set Up New Users
Add a MobileTech user
Import Multiple MobileTech Users
Load Data
User Role Maintenance
Switching Companies
Set Up Additional Companies
Import the MobileTech Woodford Project
Set up MobileTech on a Client Device
First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
Setting up Woodford (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date Filters (optional)
Enter the Google Maps API Key (optional)
Enable Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Enable Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Set up the MobileTech Inspection Manager (optional)
Woodford Roles Overview
Limit Inspections to Technician Teams and/or Branches (optional)
Set up Email Options for an Inspection Report (optional)
Enable the Tree View Folder Structure for Inspections (optional)
Updating the Available Views (Optional)
Resco's Summer and Autumn 2021 Release Updates
Filter Service Call Types (optional)
Add Synchronization Prompt (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Set Time In/Out to Display Rounded Time (Optional)
Enable Service Call Creation for Inactive Locations (optional)
Turn Off Ability to Delete Time-In for Service Appointments (optional)
Setting up Information in Microsoft Dynamics GP
Setting up XOi Deep Linking (optional)
Using MobileTech
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Change a Resco Administrator Password
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity
Information processing in Microsoft Dynamics GP
Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Approving/Rejecting Timesheets
Process Contact Management
Process Drop Ship Purchase Order Receipts
Troubleshooting
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options
Synchronization
Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files
MobileTech Setup for Mobile Devices
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 or Request from BOB Dashboard or Tab
Inspections
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
Delete Time-In for Service Appointments
Enter Work Crew Activity
Create a Technician Activity Appointment
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
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
BOB Dashboard and Tabs
PDF Downloads
Breadcrumbs
MobileTech 8.6
Installation & Administration Guide
Introduction
Control Definitions
On this Page
Task Changes
All Tasks items were combined into one form.
MobileTech 7.5
MobileTech 8.0 (and later)
