Icons and Indicators

The following tables help familiarize you with some of the icons and indicators that are used in MobileTech.

Common Icons

Icon	Name/Description
	Menu Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The actions that are available depend on the kind of transaction or timesheet entry that you're working with.
	Add Snippets Add predefined resolution note snippets when you complete an appointment. Select as many snippets as you want, in the order that you want them listed.
	Back Close the current pane and return to the previous pane.
	Barcode Scan a barcode for equipment or inventory items.
	BOB Health Status Indicators The health status will be one of the following colors:
	Red: High priority fault currently Active.
	Orange: Medium priority fault currently Active.
	Yellow: Low priority fault currently Active.
	Gray: Entities that have: Sensors with a currently Active BAS Agent in the Connected State but no active Faults. No Sensors with a currently Active BAS Agent in the Connected State. The Entity is not created or mapped in Building Optimization Broker.
	Complete Complete an appointment or tasks.
	Contract Indicates the equipment is on a contract. This icon displays on the Location Equipment tab, Service Call Equipment tab, New Service Call form, and the BOB Equipment dashboard.
	History View service history at this location. Select the History tab to open the History form. Select the Redisplay icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access.
	Map Display appointment addresses on a map.
	New Create a new record, such as a service call, appointment, or note.
	Number of Rejected Time Entries If you have any rejected time entries, a notification count displays next to the Time Entry icon on the navigation pane. The number displayed indicates the number of rejected transactions for the Previous and Current Weeks combined. When you correct and resubmit the time entry, the count updates.
	Pause This icon displays to the left of an appointment in the Appointments list to indicate that you have paused the travel time entry. See Time In and Out of Travel .
	Rejected Time Entry This icon displays in the Time Entry list next to any time entries that have been rejected. A status row for the time entry also displays "Rejected" and the manager's comments display.
	Related Select to view a list of other appointments for the same service call or job, regardless of the assigned technician. See View Related Appointments.
	Reopen This icon displays in the service call Task tab. Selecting this icon will reopen the completed tasks.
	Replacement Parts or Task Materials Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form. Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction. Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.
	Save Save the changes to the record.
	Sync Sync your device to the host system. On the PO Receipts tab, the Sync icon opens the vendor lookup, so you can select the vendor to use for retrieving drop-ship purchase orders.
	Travel Time Begun This icon displays to the left of an appointment in the Appointments list to indicate that you have begun travel to the appointment. See Time In and Out of Travel.

Home Screen Icons

Icon	Name/Description
	Map View your appointments on a map.
	Calendar Select to view your appointments in one of four views: Agenda, Day, Week, or Month. On devices, service appointments and technician activities can be dragged-and-dropped to a new date and/or time. (Dragging and dropping is not supported for job appointments.)
	Customer Select to view a list of customers on your device. You can select a customer and then view the customer information, location, and any customer notes. See Customers and Locations for more information.
	Appointment Displays a list of appointments that you can select to display more information, complete the appointment, and/or time in. You can filter the list to display only service appointments or only job appointments. You can search the list and you can also sort the list by date. See Appointments for more information.
	Service Call Displays a list of service calls that you can select to display more information or you can create a new service appointment for the service call. You can search and filter the list. You can also sort the list by date, location, or call type. See Service Calls for more information.
	New Service Call Select this to open the New Service Call window. See Create or Edit a Service Call for more information.
	Time Entries Displays a list of your time entries. The default view is the Current Week. You can also select to display the Previous Week entries. You can search the list and you can also sort the list by date. From the Time Entries window, you can also add unbilled time entries and run the Employee Timesheet report. See Time Entry for more information.
	Additional Work Select to display a list of additional billable work or you can create additional billable work for a service call. See Enter Additional Work for a Service Call for more information.
	Setup Select to select/enter device setup options for your device. After you select this icon, you then can select either Resco setup options or MobileTech setup options. See MobileTech Setup for Mobile Devices for more information.
	Help Select to view the online MobileTech Help.
	About Select to display version information for MobileTech and Woodford. You can also clear your log files and email log files from the About window. See Clearing the Error Log Files and Emailing the Log Files for more information.

Job Appointment Tab Icons

Select to return to Complete a Job Appointment.

Icon	Description
	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.

Service Appointment Tab Icons

Select to return to Complete a Service Appointment.

The tabs that are available depend on the MobileTech setup. Some functionality that is described for these tabs might not be available for your organization.

For some tabs that open a list, if the list is empty, the creation form automatically opens so that you can add that item. For example, if you select the Time Entries tab, and no time entries exist yet for the appointment, the Labor Entry form displays. Note that the automatic opening to the creation form only happens the first time you select the tab when you select to complete the appointment.

Icon	Description
	Resolution If the system is set up for you to enter resolution information for appointments, you can select call resolutions and resolution note snippets for appointments. Your system administrator determines whether a call resolution should be entered for service calls or for appointments. You can also select Add Snippets to add predefined resolution note snippets. As you select the snippets, a preview is displayed in the snippet selection window. You can select as many snippets as you want, in the order that you want them listed, and then select the Add icon.
	Inspections Inspections are custom forms (questionnaires) that your company has created. This feature is available depending on your company settings. Also depending upon your company settings, inspections can be performed for service appointments, job appointments, customers, locations, equipment, and additional work.
	Contacts Depending on your setup options, you can add or edit Contacts. You also may have the option to select Report email recipients. Contacts added in MobileTech synchronize to Signature where the back office will review and process.
	Equipment View the equipment that is associated with the service call. You can also associate additional equipment to the service call. Equipment can also be associated with the service call from the Service Call form.
	Task You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call.
	Replacement Parts or Task Materials Depending on your setup, this icon may display on the Appointment Completion form for service appointments and, for Task Materials, the Service Call form. Replacement Parts: Select this icon on the Appointment Completion form to open the Replacement Parts form to view the replacement parts for equipment associated with the service call. You can create an inventory transaction for the replacement parts. See Create a Replacement Parts Inventory Transaction. Task Materials: Select this icon on the Service Call or Appointment Completion form to open the Task Materials form to view the task materials associated with a task for a service call. You can create an inventory transaction for the task material from the Appointment Completion form. See Create a Task Materials Inventory Transaction.
	Time Entries You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week.
	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.
	PO Lines You can create purchase orders on your mobile device for items that need to be purchased while on a service call. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing.
	PO Receipts You can receive items on drop-ship purchase orders while on a job appointment or service call.
	Summary You can view the information that you have entered for this appointment.
	XOi attachment You can add an attachment and create a unique hyperlink to the XOi server. This hyperlink is copied into the Resolution Note section.
	Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.