Complete a Job Appointment

You can enter billable labor, travel, and other expenses when you complete work for an appointment. If the Job Appointment Summary report is set up, it is generated after you sync your device with the host system. This report is attached to the Job Cost Code and is automatically sent by email to the recipients who are designated in the MobileTech setup. 

To complete a job appointment:

1. Select Appointments. 

2. At the top of the pane, select the Job Appointments filter.

3. 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.

4. Depending on your company's setup, you may need to complete:

   1. A Job Safety Analysis before you can complete the job appointment. See Complete a Job Safety Analysis Inspection.

   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.

5. Enter information on these tabs for the job appointment, as needed. The available tabs depend on the MobileTech setup. Some of the functionality that is described for these tabs might not be available for your organization. See Job Appointment Icons on the Icons and Indicators page.

   • Resolution: 

     • In the Internal Note field, select Yes if the information should appear only on internal reports and not on reports that are available to customers.

     • Enter a note in the Resolution Note field. When the job is completed, the note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the job appointment.

   • Contacts: Displays the location contacts.

   • Time Entries: You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week. For more information, see Enter a Labor Transaction Before Completing an Appointment,  Enter a Travel Transaction Before Completing an Appointment, or  Enter an Expense Transaction Before Completing an Appointment.

   • 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. For more information, see  Enter an Inventory Transaction Before Completing an Appointment. You can add the same item within the same job appointment but with a different cost code.

   • PO Lines: You can create purchase orders on your mobile device for items that need to be purchased while on a job appointment. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing. For more information, see Create a Purchase Order.

   • PO Receipts: You can receive items on drop-ship purchase orders while on a job appointment or service call. For more information, see Receive Items from a Drop-Ship Purchase Order.

   • Summary: You can view the information that you have entered for this appointment. For more information, see Complete the Summary Tab for a Job Appointment.

6. Depending on how your system is set up, you might have the option to send the Appointment Summary report to the 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.

   • If the Job's Location is also a Service Location, if you add a new contact, the back office can add this to the service location contacts. See Create or Edit Location Contacts for more information.

   • If the Location is only a Job Location, you can only add the contact's email address to receive the Completion Report, and the email address is not synced.

7. When you finish adding or selecting email addresses, select Next to complete the appointment.

8. Select Complete.

9. After the appointment is completed, select the Sync icon to update the host system with the completed appointment.