Appointments

Working with Appointments

To work with appointments, select Appointments, or from a service call, select the Appointments tab.

The Appointment icon from the home navigation displays a notification number that indicates the count of new appointments after syncing your device. The notifications remain until you select Dismiss New Appointments located at the top of the Appointments List (by selecting Appointments from the home navigation or the Service Call form > Appointments tab) or if you sync the device again. If you dismiss the notifications of the new appointments from the Service Call form, only the notifications for the new appointments related to the service call are dismissed.

You can select a view from the drop-down field to limit the appointments that display. The default view is All Appointments.

All Appointments
Job Appointments
Service Appointments
Technician Activities
Today's Appointments
In Progress

If MobileTech is set up to use time logs, when the appointments list is displayed, you can easily see which service appointments, job appointments, and technician activities you're timed into. These appointments are designated with a clock icon. For more information, see Time In and Out of Appointments.

To work with an existing appointment, select an appointment and select More. Use these tabs to view additional information.

Icon	Description
	Appointment View or change appointment details. Depending on the MobileTech setup, you might be able to find links to these notes at the bottom of the Appointment pane when you view the details for a service call appointment. Depending on your company's setup, you can also access the XOi hyperlink for SEE Workflow or XOi Workflow and XOi Site History. Customer notes Customer location notes Service call notes, including service call description and resolution notes Appointment notes Equipment notes for one or more pieces of equipment Contract notes For any of the above links, if a note exists, the link is highlighted. You can click the links to view the notes. When you view most types of notes, a separate pane is displayed. Therefore, when you close the note, you'll return to the appointment details pane from which you opened the note. However, when you view appointment notes, the Notes tab for the current appointment is displayed. To return to the appointment details, select the Appointment tab. If you close the appointment note, you're also closing the appointment details pane, and you'll return to the appointments list.
	Notes View notes that are associated with an appointment. Depending on the MobileTech setup, you might not be able to change an existing note. You can also create a new appointment note. For more information, see Create a Note.
	Attachments You can add attachments, such as documents and images, to service calls, service and/or job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call, appointment, or task in MobileTech.
	Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates.
	Related Select to view a list of other technicians scheduled for the same service call or job. After accessing this view, select the Redisplay icon. You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access. Service appointments automatically show all appointments on the service call. Job appointments show only the appointments for the selected date range. The default date range is +/- 1 day. You can select any date range, however, be aware the larger the range the longer it may take to retrieve the data.
	Job Safety Tasks Depending on the MobileTech setup, this tab might not be displayed. You can use job safety tasks to complete a job safety audit of a work location before you complete an appointment. See Complete a Job Safety Audit.

To enter labor, travel, expense, and inventory transactions, or to mark an appointment as complete, select an appointment in the appointments list and select Complete or if you are in the Appointment window, select the menuicon and then select Complete. For more information, see Complete a Service Appointment.

To time in or out of an appointment, select an appointment from the appointments list and select Time In or Time Out. Depending on the MobileTech setup, this button might not be available. For more information, see Time In and Out of Appointments.

To create or change an appointment for a service call, see Create or Change an Appointment.

See also:

Create or Change an Appointment

Complete a Service Appointment

View Related Appointments

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