Complete the Summary Tab for a Job Appointment

The Summary tab displays the information that you have entered for this appointment. Once you complete the appointment, you can no longer enter additional information about this appointment. 

Depending on your setup:

• You may have additional sections that display. 

• If GenerateJobSummaryReport is set to False in Report Settings, the Job Appointment Summary report is not generated, and the technician and customer signature buttons do not display. See Report Settings.

• After the appointment is completed, you won't be able to enter additional information about this appointment on your mobile client device.

To complete the Summary tab:

1. On the Summary tab, review the details that you entered for this appointment. 

   • Service Summary

     • Job Number

     • Completed - This can be edited on the Resolution tab.

     • Job Description

     • Technician

     • Resolution Note

   • Customer Location

     • Customer

     • Address information

   • Time Entries

   • Consumed Inventory

   • Purchase Order

2. Select the Customer Signature button to collect the customer's signature, if needed based on setup. Enter the required customer name at the top and have the customer sign their name. See Collecting Signatures below for more information. Turn the device horizontally to increase the size of the signature field.

3. Select the Technician Signature button to add your signature, if needed based on setup.

4. After confirming the information, select checkmark. Depending on the MobileTech setup, you might need to enter information on one or more of the appointment completion tabs.

   • If a "Missing required data" message is displayed, you must complete the required information before the appointment can be completed.

   • If a "Missing recommended data" message is displayed, you can enter the missing optional data, complete the appointment, or cancel.

5. When the confirmation message is displayed, select Complete Appointment. 
   The appointment is removed from your device. As part of the job appointment completion process and depending upon company settings, a Timesheet report may be generated and emailed to you. 

Collecting Signatures

Use the Summary tab to sign off on an appointment and capture the customer's signature when the work is complete. Depending on the MobileTech setup, the signature capture may be required before the appointment can be completed. The signature capture is an optional feature that is enabled in setup.

If you need to obtain signatures (Customer and/or Technician), scroll to the bottom of the Summary tab window and select the appropriate button. If a signature is missing, the button displays as red. Once the signature is obtained, the button displays as green. If you need more space for a signature, turn your device horizontally to rotate the screen and the signature field will be full screen. 

• Customer Signature
  Enter the customer's name or the name of the contact who represents the company. Enter the customer name, and then request that the customer sign in the box below the name.

• Technician Signature
  Your name displays for the technician name. Sign in the box below your name.