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MobileTech 2022 (9.0)
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Main
All Help Documentation
Main
What's New
Readme
Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Service Pack 1 Readme
Installation & Administration Guide
Introduction
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
System Requirements
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install or Upgrade the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Service Call Quoting Integration (optional)
Setting up MobileTech
Add Resco Cloud User to SQL Server Reporting Services
Set up Distributed Transaction Coordinator (DTC)
Setup Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
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
MobileTech Client Setup on a Mobile Device
First Time Logging into Mobile CRM
Setting up Host Syncing
Enter the Google Maps API Key
Setting Up Woodford (optional)
How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
Automatically Free Up Unused/Inactive Licenses (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date Filters (optional)
Using Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Working with Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Woodford Roles Overview
Limit Inspections to Technician Teams and/or Branches (optional)
Set Up Email Options for an Inspection Report (optional)
Set Up Organization Email in Resco Cloud (optional)
Enable the Tree View Folder Structure for Inspections (optional)
Updating the Available Views (Optional)
Resco's Summer and Autumn 2021 Release Updates
Import Questions from Images/PDF Documents (optional)
Inspection Validation During Appointment Validation Check (optional)
Set Up the MobileTech Inspection Manager (optional)
Filter Service Call Types (optional)
Edit Synchronization Prompt (optional)
Turn Off Appointment Creation (optional)
Turn Off Service Call Creation (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Set Time In/Out to Display Rounded Time (Optional)
Add Support Email Address (optional)
Enable Service Call Creation for Inactive Customers and/or Inactive Locations
Enable Service Call Creation for Inactive Customers and Inactive Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for Inactive Locations
Set Technician Passwords with Admin Console (optional)
Turn Off Ability to Delete Time-In (optional)
Enable/Disable Automatic New Form for Empty Lists (optional)
Edit Time Entry Minute Increment (optional)
Disable Time In/Out and Travel Coordinates Background Sync
Adding Purchase Orders' PO Lines to Home Screen (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 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
Process Field Invoices and Payments
Troubleshooting
Callback Error
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Searches, Filters, and Sorting Options
BOB Dashboard and Tabs
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
Add Attachments to a Service Call
Create a Service Call or Request from BOB Dashboard or Tab
Inspections
Appointments
Create or Change an Appointment
Complete a Service 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
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Adding an Attachment to an Appointment
Adding an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
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
Adding Attachments to Equipment
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 Time Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Adding Attachments to Time Entry
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries
Common Icons
PDF Downloads
Breadcrumbs
MobileTech 9.0
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)
