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MobileTech 2022 (9.0)

All Help Documentation

MobileTech 2022 (9.0)

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

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MobileTech 9.0
Installation & Administration Guide

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Using MobileTech

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Information Processing in Microsoft Dynamics GP

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Completing Administrative Tasks and Procedures

Legal Declarations
Contact Information
Feature Requests
Customer Portal
Support Lifecycle Policy
Enhancements by Release

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