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Mobile Device Global Settings

SettingDescription
AutoStatusUpdate

The default status for appointments that are received by the device. The default value is blank, which means no status is assigned to the appointments. If a status is selected for both this setting and JobSafetyStartStatus in Job Safety Tasks, we recommend that you do not use the same status for both. 

AutoStatusUpdate and TimeLogStatusUpdate in Time Log Settings cannot have the same value.

DefaultWeekdayThe default week-ending day for time entries, which is based on the TimeTrack settings in the Microsoft Dynamics GP database. This value cannot be changed.
UseAdditionalWorkDetermines whether technicians can enter additional work on a service call. The default value is True. If False, technicians cannot enter new additional work in the Additional Work pane.
UseBarcodingDetermines whether the organization uses barcoding functionality in MobileTech. If True, barcoding is used. If False, barcoding is not used. The default value is False.

UseServerMode

Determines whether technicians can utilize SERVER MODE with all Offline HTML pages. Server Mode allows users to access customer, location, and equipment data via the Middle Tier database (utilizing mobile data). If False, users will only access customer data on their devices, not from the Middle Tier. The default value is True.

See Set the Fetch Limit (optional) for information on setting the number of Customer Location (customers and locations) or Equipment records that the SERVER MODE fetches at a time in the New Service Call window in the MobileTech Client.

UseServiceCallUserDefine2Indicates whether the Service Call User Defined 2 field is a validated lookup, based on the Service Management settings in Microsoft Dynamics GP. This value cannot be changed.
UseWorkCrewJobCostDetermines whether technicians can enter billed labor, travel, and expense transactions for a Job Cost work crew that includes any Microsoft Dynamics GP user who has valid hourly or business expense type pay codes. The default value is True.
UseWorkCrewServiceDetermines whether technicians can enter labor, travel, or expense transactions for service work crews or individual work crew members when a service appointment is completed. The default value is False.
UseTechnicianHelperDetermines whether technicians can enter labor and expense transactions for another technician. The default value is False. If True, technicians also can change the technician on the transaction.
UseChangeOrder

Determines whether technicians can enter and review change orders that affect job costs. The default value is True.

CustomerNotesReadOnly

Determines whether technicians can edit customer notes. The default value is True.

LocationNotesReadOnly

Determines whether technicians can edit location notes. The default value is True.

EquipmentNotesReadOnly

Determines whether technicians can edit equipment notes. The default value is True.

ServiceCallNotesReadOnlyDetermines whether technicians can edit service call notes. The default value is True.
AppointmentNotesReadOnly

Determines whether technicians can edit appointment notes. The default value is True.

ContractNotesReadOnly

Determines whether technicians can edit contract notes. The default value is True.

DefaultNewNotesAsInternalDetermines whether the default setting for new notes that are created by technicians is Internal, which means the notes are not displayed on the Call Summary report. The default value is False. Technicians can change this setting per note when they create notes.
UseAppointmentNotesSummary

Determines whether note links are displayed at the bottom of the Appointment pane when technicians view the details for a service call appointment. If True, the links are displayed, so technicians can easily view the notes from one location. The default value is False.

UseEventBasedSync

Determines whether event-based syncing is used on all devices. The default value is True. If Sync Login is marked on the Setup page on the device, the Sync page will be displayed and the user must select Sync. For more information, see Event-based Syncing in the MobileTech Help.

Users will be prompted to sync their device after a:

  • A service call is created.
  • An appointment is created or completed
  • A timesheet report is requested
  • A piece of equipment is created.
  • A payment has been applied to a field invoice.
  • A purchase order is created. 


IMPORTANT

To use event-based syncing after adding a PO line, you will also need to update Offline HTML to set the "usePOEventBasedSync" = true. The default for this variable is set to false.

To update the Offline HTML file:

  1. Log into Resco Cloud and then select Woodford.
  2. In the Woodford project, select Offline HTML.
  3. Go to entity\purchaseorderdetail\purchaseorderdetail-form.html.
  4. Update the "usePOEventBasedSync" variable to true.
  5. Select Save.
  6. Publish the project.

UseMobileAuditBackgroundSync

Used to control the ability to auto-upload mobileaudit records to the host. This is used with Woodford's Auditing feature to track technician GPS coordinates based on creating or updating specific entities such as Appointment, TimeLog, or TimeEntry.  The default value is False. See Enable Mobile Auditing (optional) for setting up Woodford's Auditing feature.
OnSiteStatusUpdateUsed when UseMobileAuditBackgroundSync=True to determine what status will be used to automatically send the technician's GPS coordinates to the host.  No synchronization is required, but an internet connection must be available. See Enable Mobile Auditing (optional) for more information.
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