Job Appointments
You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech. Depending on your company's setup, you may need to complete a Job Safety Analysis.
To work with an existing appointment, select the appointment and select More. Use these tabs to view additional information.
Icon | Description |
---|---|
Appointments | |
Change Orders | |
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. | |
Notes | |
Attachments | |
Related 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. |
Editing a Job Appointment
You can change only the estimated hours and the description of the job appointment in MobileTech.
Select Appointments. At the top of the pane, select the Job Appointments or All Appointments filter.
If MobileTech is set up to use time logs, you can easily see which appointments you're timed into. A clock icon is displayed next to these appointments.Select a job appointment and select More to display the job details.
View the information in these fields. You can also edit the Estimate Hours and Description fields.
Job Number: The job number the appointment is for.
Location: The location for the job appointment that was set up for the job in Job Cost. To add a note about the location or to view existing notes, select the location. In the Location pane, select the Notes tab.
Customer Name: The name of the customer the job appointment is assigned.
Job Description: The description of the job that was set up in Job Cost.
Address: The address for the appointment.
City: The city for the appointment.
Start Date: The starting date for the appointment that was set up in Job Cost. The appointment time displays to the right of the date.
Appointment: The appointment number for the job that was set up in Job Cost.
Estimate Hours: The estimated number of hours that the appointment will take. This value is set up in Job Cost, but you can change it before the job is posted.
Description: Enter or change the description to help identify the job.
Cost Code: The cost code for the job appointment that was set up in Job Cost.
If a note has been added to the job appointment from the back office or if a job resolution note has been added, the Notes tab displays in the bottom right of the Job Detail window. Select the Note tab and then select the note to view as read-only.
Depending on the MobileTech setup, you can select the Change Order tab to view or edit change orders for the job, or select the New icon to create a change order. Enter a description and an amount for the change order. The change order number is a temporary value until you sync your device with the host system. See Enter and Edit Change Orders for Jobs for more information.
Select the Save icon.
See also: