Complete a Service Appointment

You can enter billable labor, travel, and other expenses while you complete work for a service 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.

Select Appointments, or from a service call, select the Appointments tab.
Select an appointment and select Complete. If you are in the appointment window, to complete the appointment, you can select the menu icon and then select Complete.
You may be prompted to complete:
1. The Job Safety Report if a job safety evaluation or a job safety analysis is required before you complete work on an appointment.
2. An inspection if this is set up by your administrator. You may just receive a warning or the inspection may be required to be completed before you complete the appointment. See Inspections.
In the Completion form, on the Resolution tab, you can add an attachment to the service call, appointment, or equipment associated with the service call by selecting Add Attachment.
1. On the Attachment form, select the Type drop-down to indicate where you want the attachment to be added to:
  - Service Call
  - Appointment
  - Equipment: After selecting Equipment as the Type, select the piece of equipment from the Equipment drop-down. Only equipment associated with the service call is available to select.
2. Enter a description for the attachment.
3. Select the File tab, and then select the menu icon.
4. Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
5. Select Save. After you attach a file, the file description and type are shown on the Attachments tab for the type you selected: service call, appointment, or equipment.
Select Call Resolution. You can also select 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 select the Add icon.
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 select 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.

Enter information on the following tabs:

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

For some tabs that open a list, if the list is empty, the creation form automatically opens so that you can add that item. For example, if you select the Time Entries tab, and no time entries exist yet for the appointment, the Labor Entry form displays. Note that the automatic opening to the creation form only happens the first time you select the tab when you select to complete the appointment.

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 select 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 select the Add icon.
	Inspections Inspections are custom forms (questionnaires) that your company has created. This feature is available depending on your company settings. Also depending upon your company settings, inspections can be performed for service appointments, job appointments, customers, locations, equipment, and additional work.
	Contacts Depending on your setup options, you can add or edit Contacts. You also may have the option to select Report email recipients. Contacts added in MobileTech synchronize to Signature where the back office will review and process.
	Equipment View the equipment that is associated with the service call. You can also associate additional equipment to the service call. Equipment can also be associated with the service call from the Service Call form.
	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.
	Replacement Parts or Task Materials Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form. Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction. Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.
	Time 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.

After entering the appropriate resolution information, select the checkmark in the top right corner.
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 selecting the Add icon. See Create or Edit Location Contacts for more information. If you select Select All to mark all the listed contacts, and some 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.
When you finish adding or selecting email addresses, select Next to complete the appointment.
Select from the following:
- Complete Tasks - This prompt displays if you need to complete the tasks assigned to the service call. See Complete Tasks for a Service Call.
- Add Refrigerant Tracking - This prompt displays if there is at least one piece of equipment that needs to have refrigerant tracking information entered. You can complete the appointment without entering any refrigerant information by not selecting this option and instead selecting one of the Complete options. If there is only one piece of equipment, when you select this option, the Equipment form opens to the Refrigerant tab. If there is more than one piece of equipment, when you select this option the Service Call form opens on the Equipment tab and you will need to select the piece of equipment and then select the Refrigerant tab. See Create or Edit a Refrigerant Tracking Record.
  This prompt displays if UseRefrigerantTracking = True, the service call has at least one piece of equipment with a Refrigerant Type other than 0 - Not Applicable, and the service call does not have a refrigerant tracking record for at least 1 of the assigned pieces of equipment on your device. If other users have entered a refrigerant tracking record from their device, you will still see this prompt.
- Complete Appointment - After the appointment is completed, select 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.