Installation & Administration Guide

Introduction

• Compatible Operating Systems
• Prerequisite Applications
• Other System Requirements
• Other Resources
• Access by User Role/Type
• Control Definitions

Installing or Upgrading MobileTech

• Install MobileTech Server
• Upgrade MobileTech Server
• Import the MobileTech Woodford Project
• Install or Upgrade the MobileTech Client
• Install eTimeTrack Web Service

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
• Set up Attachment Extensions
• Set up Customer Options for Field Invoicing and Field Payments
• Set up Report Email Options
• Set up TimeTrack Batch Options
• Set Up New Users
• User Role Maintenance
• Switching Companies
• Set Up Additional Companies
• Set up MobileTech on a Client Device
• Map Unbilled Activities to General Ledger Accounts
• Enter the Google Maps API Key

Setting Up Woodford (optional)

• Add Support Email Address (optional)
• Adding Purchase Orders' PO Lines to Home Screen (optional)
• Automatically Free Up Unused/Inactive Licenses (optional)
• Edit Time Entry Minute Increment (optional)
• Enable Flexible Forms (optional)
• Enable Mobile Auditing (optional)
• Enable Service Call Creation for Inactive Customers and/or Inactive Locations
• Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
• Filter Service Call Types (optional)
• How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
• Set Technician Passwords with Admin Console (optional)
• Set the Fetch Limit (optional)
• Set Up the MobileTech Inspection Manager (optional)
• Set up the Sync Date Filters (optional)
• Turn Off Appointment Creation (optional)
• Turn Off Service Call Creation (optional)
• Turn Off Technician Activity Creation from Calendar (optional)
• Use the GP Australia Telephone Number Format (optional)
• Using Sync Dashboard (optional)

Setting Up Information in Microsoft Dynamics GP

• Set up TimeTrack
• Set up Attachments to be Sent to Technicians
• Give Technicians Access to Inventory Items
• Set up Billable and Unbillable Pay Codes
• Set up Resolution Note Snippets
• Assign Items to Vendors and Create Records for Unknown Vendors
• Give Technicians Access to Vendors
• Verify Mobile Vendor Setup for Drop-Ship Purchase Orders
• Verify Signature Document Attachments Setup
• Set up and Use Work Crews for Appointments
• Set Up Job Safety Audit (JSA) Information
• Set Up Sublocations for Barcoding

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)
• Enable the Tree View Folder Structure for Inspections (optional)
• Updating the Available Views (Optional)
• Import Questions from Images/PDF Documents (optional)
• Inspection Validation During Appointment Validation Check (optional)
• Adding Your Logo to an Inspection Report

Completing Administrative Tasks and Procedures

• Access Resco Cloud Dashboard
• Manage Resco Administrator Account
• 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

• Approving/Rejecting Timesheets
• Process Additional Work Requests for a Technician
• Process Contact Management
• Process Drop Ship Purchase Order Receipts
• Process Field Invoices and Payments
• Process Inventory and Non-Inventory Item Transactions
• Process Purchase Orders in Service Management and Purchasing

Troubleshooting

• Callback Error
• Database Upgrade '{org}' Version 38 to Version 39 Failed
• Labor Sync Errors
• License Errors
• Microsoft Distributed Transaction Coordinator Fails
• Unable to Load Service Call Details Error
• User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'